SugarCRM Enterprise Edition Advantages
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Transcript of SugarCRM Enterprise Edition Advantages
© 2015 SugarCRM Inc. All rights reserved.
SUGAR ENTERPRISE ADVANTAGESSeptember 2015
© 2015 SugarCRM Inc. All rights reserved.
Sugar Enterprise Edition Benefits
• Advanced Workflow• Role-Based Views• Multi-Line Item Opportunity Management & Forecasting• Customer Self-Service Portal• Additional Storage and Support Options
© 2015 SugarCRM Inc. All rights reserved.
ADVANCED WORKFLOW
© 2015 SugarCRM Inc. All rights reserved.
World-Class Workflow Integrated with CRMEasily Automates Business Processes
Marketing• Lead routing to Sales• Targeted drip campaigns
Sales• Approvals triggered from
mobile• Account handoff to Service• Region or role specific
views
Service• Enforcement of SLAs• Routing of support cases• Renewal handoffs to
Account Management
Finance/Admin• Expense report processing• Purchase request
approvals• Restrict access to financial
or forecasting data
Across Departments• Client onboarding• Document revisions• Notification of next steps
or in-process statuses
Across Systems• ERP• Marketing Automation• Call Center
© 2015 SugarCRM Inc. All rights reserved.
Orchestrate Customer Interactions
• Integrated across departments, devices and systems• Visual designer• Intuitive business rules editor• Visual status monitoring• Automated email notifications
© 2015 SugarCRM Inc. All rights reserved.
Create Powerful, Visual Workflows
© 2015 SugarCRM Inc. All rights reserved.
Communicate Status with Process Engine
© 2015 SugarCRM Inc. All rights reserved.
Communicate Status with Process Engine
Part of process that is complete
Part of process that is not yet complete
© 2015 SugarCRM Inc. All rights reserved.
Create Complex Rules Without Coding
Business sets up conditions for corresponding actions
© 2015 SugarCRM Inc. All rights reserved.
Automate Notification to Individuals
• Customizable templates
• Send emails to users• Notify of next
best action or next step in process
© 2015 SugarCRM Inc. All rights reserved.
Advanced Workflow Features
Visual designerOR logical operatorTrigger an action based on delta of timeApproval workflowsSequential and parallel workflowsVisual status monitoringConfigurable loop detectionStop/Cancel/Reassign running workflows
© 2015 SugarCRM Inc. All rights reserved.
ROLES-BASED VIEWS
© 2015 SugarCRM Inc. All rights reserved.
For Sales For Service
Personalize the User Experience
• Customize individual CRM views based on specific tasks and needs
© 2015 SugarCRM Inc. All rights reserved.
MULTI-LINE ITEM OPPORTUNITY MANAGEMENT & FORECASTING
© 2015 SugarCRM Inc. All rights reserved.
Multi-Line Item Opportunity Management & Forecasting
• Associate multiple line items with a single opportunity
• Each line item includes its own price, date, and probability
• Enables granular opportunity management and forecasting across all products/services
© 2015 SugarCRM Inc. All rights reserved.
CUSTOMER SELF-SERVICE PORTAL
© 2015 SugarCRM Inc. All rights reserved.
Customer Self-Service Portal Benefits
• Self-Service enabled through Sugar Customer Portal
• Customizable for branding and extensions
• Available via web and mobile• Provides multi-language
support• Delivers contextual knowledge• Enables escalation to agent• Creates common
understanding across agent and customer
• Limit 100 concurrent portal users in Sugar On-Demand
© 2015 SugarCRM Inc. All rights reserved.
ADDITIONAL STORAGE AND SUPPORT
© 2015 SugarCRM Inc. All rights reserved.
Additional Storage and Support Benefits
• Weekly Sugar On-Demand Secure Database Back-up• Sugar On-Demand Sandbox (2)• 60GB Sugar On-Demand Storage• Support for Oracle Database• Support for DB2 Database
© 2015 SugarCRM Inc. All rights reserved.