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An Overview of
SugarCRM
Enabling Successful Customer Relationships with CRM
The Case of the
Missing Zero
Largest addressable market opportunity
in software
Source: Worldwide CRM Applications 2012 - 2016 Forecast (IDC)
CRM potential
918 Million
Corporate Accounts
450 Million
Customer Facing
3.6 Billion
Email Accounts
18 Million
CRM Users
The CRM challenge
For every 1 person using CRM today, there are 25 other
people who face the customer and are not using CRM.
Who does CRM benefit?
CRM Market: The Case of the Missing Zero
Years
Billion $ Market
Million Users
Million Users
20
200
Why?
• CRM solutions were designed
for the manager
• NOT for the individual
• And, they are too expensive to deploy
to every customer-facing employee
How do we fix this
and close the gap?
An overview of SugarCRM
Focus on the two constituents of CRM
The Customer
The User
Creating Customer Experts
About SugarCRM
• Complete all-in-one CRM solution – no additional licence fees for
additional modules (eg marketing)
• 3rd largest global CRM Provider by seats (Forrester)
• SugarCRM defined as a ‘visionary’ (Gartner 2013)
• IBM Global Alliance Partner ( IBM has 70K+ Sugar users)
• 1.2M+ users, 80,000+ organisations
• Open platform providing unmatched flexibility and adaptability
to business needs, and ease of integration with other applications
• Value for money: annual licence fees up to 50% cheaper than
alternate CRMs
• Customer’s choice of hosting solution – Sugar cloud; other cloud
based options; on your premises
Leader Position in CRM
for Midmarket - July
2012
 Clear and simple pricing
 Range of editions to meet your needs
 No hidden fees or forced upgrades
Our Focus: Innovation and Value
 Designed for the individual
 Ubiquitous experience on all devices
 Relevant insights on every screen
 Open, extensible integration architecture
Sugar UX™
Sugar PurePrice™
Innovation Flexibility
Value
SugarCRM advantages
Innovation
Flexibility
Public
Partner
Private
Vendor
Sugar On-Demand
Choice of Ecosystem
Value
*Based on Enterprise edition and 100 users
>$230k license savings
Several additional hidden fees
Requires multiple products for
marketing, sales, and support
0
100000
200000
300000
400000
500000
600000
700000
800000
900000
1000000
SugarCRM The
Competition
3 Year Total Cost of Ownership*
Sugar PurePrice: Unparalleled Value
One Price
• Sales, marketing,
support
automation
• No separate
“clouds”
No Hidden Fees Low TCO
• Customize
without penalty
• No mobile
upcharge
• Integrate freely
• Clear, predictable
pricing
• Unlock strategic
vision
Analysts agree Gartner Magic Quadrant - 2013
Significant movement; validation as a CRM Visionary
Abilitytoexecute
Completeness of Vision
Challengers Leaders
VisionariesNiche Players
Salesforce.com
Oracle’s (Siebel CRM)
Microsoft (Dynamics CRM)
SAP (CRM)
SAP (cloud for sales
NetSuite
Pivotal
Sales
SageCRM
Zoho
Microsoft (Dynamics CRM Online)
Oracle Fusion Sales
Swiftpage
CRMnext
 SugarCRM continues
to innovate
 Strength in mobile
device, User
Interface & social
technology strategy
 Attractive, easy-to-
understand pricing
model
 Flexible
customization
environment
 Open industry-
standard
technologies
 Cloud-neutral
strategy
Successful customers - multiple verticals
Consumer Goods &
Retail
Insurance
Media
Manufacturing /
Logistics
TechnologyHealthcare
Education / Services
Rich Integration Ecosystem
REPORTING
MARKETING
PLATFORM and INFRASTRUCTURE
SALES SUPPORT
CORE SYSTEMSREPORTING & ANALYTICS
MARKETING SALES SUPPORT
BACK-END
SYSTEMS
INFRASTRUCTURE & INTEGRATION
CORE SYSTEMSSOCIAL &
COLLABORATION
CONTACT CENTER & TELEPHONY
Sugar 7
every customer
every user
every time
Products that align with your needs
Professional
$35/user/month
Full-featured CRM
With single team
focus
Community
Free/Open Source
Developer
Platform
Free Evaluation
Enterprise
$60/user/month
Advanced CRM
With enterprise,
matrix organization
support
Ultimate
$150/user/month
Advanced CRM
With advanced
services and
support
SugarCRM for
Sales
Key sales challenges
Maximizing sales growth
Increasing individual rep. productivity
Leveraging a single system
Alignment in execution
SugarCRM offering
CHANNELS
Sales
Call Center
Web
Partners
REPORTING
Dashboards
Marketing
Analytics
Sales Trends
Case
Reports
Customer
Profiles
MARKETING
Multi-channel
Campaigns
Campaign
Wizard
Web-to-lead
Form
Email
Marketing
Lead
Management
COLLABORATION
Email Client
Project
Managemen
t
Wireless &
Office Client
Outlook
Plug-In
Activity
Managemen
t
PLATFORM
Role
Managemen
t
Workflow
Custom
Fields
Module
Loader
Dashlets
Access
Control
Layout
Editor
Module
Builder
Homepage
Layout
Exchange
Apps
SALES
Opportunity
Management
Contact
Management
Forecasting
Account
Management
Quotes &
Contracts
SUPPORT
Case
Management
Inbound
Email
Bug
Tracking
Knowledge
Base
Self-Service
Portal
CORE SYSTEMS
ERP
Accounting
Billing
Office
Systems
Maximize sales growth
• Single page access to
everything you need to know
on the account
• Customer intelligence on
every screen, for every user
• Integrations with social
media and external
enrichment streams
Increase individual productivity
• Integrated quota analytics
based on forecasting ‘what if’
scenarios
• Analytics based on neglected,
aging, and most active deals
• Activity analytics show what’s
trending and requires follow
up
• Social integration flags
account activity
Leverage a single system
• Integrated with quota and
pipeline intelligence
• Automatic forecasting based
on deal tagging
• Inline editing, rapid access, and
no UI latency
• Pulls back information based
on data entered
Align across the organisation
• In context activity streams centralize
intelligence about the account
• Document sharing in the context of
doing business
• Access to top influencers and contact
patterns
• Social UX: tag, filter, share, and pin
what’s relevant
• Help create a single source of truth
around customer data; improve data
quality
SugarCRM for
Support
Key support challenges
Rapid respond to customer needs
Monitoring all customer channels
Delivering consistent service
Using tools to increase individual productivity
SugarCRM offering
CHANNELS
Sales
Call Center
Web
Partners
REPORTING
Dashboards
Marketing
Analytics
Sales Trends
Case
Reports
Customer
Profiles
MARKETING
Multi-channel
Campaigns
Campaign
Wizard
Web-to-lead
Form
Email
Marketing
Lead
Management
COLLABORATION
Email Client
Project
Managemen
t
Wireless &
Office Client
Outlook
Plug-In
Activity
Managemen
t
PLATFORM
Role
Managemen
t
Workflow
Custom
Fields
Module
Loader
Dashlets
Access
Control
Layout
Editor
Module
Builder
Homepage
Layout
Exchange
Apps
SALES
Opportunity
Management
Contact
Management
Forecasting
Account
Management
Quotes &
Contracts
SUPPORT
Case
Management
Inbound
Email
Bug
Tracking
Knowledge
Base
Self-Service
Portal
CORE SYSTEMS
ERP
Accounting
Billing
Office
Systems
Rapid, individualised customer insight
• Single pane access to all
pertinent customer data
• Relationship engine identifies
hot spots, trouble spots
• Open architecture seamlessly
integrates with external systems
for true 360-degree view of the
customer
Monitor all customer channels
• Seamless integration of social
channels for proactive support
• Understand your customers
as individuals across touch
points: phone, email, web, social
• Self-service customer portal
integration to drive down costs
• In context activity streams
centralise intelligence about the
case and account
• Document sharing in the context
of doing business
• Social UX: tag, filter, share, and pin
what’s relevant
• Powerful workflow standardizes
support best practices
• Create a single source of truth
surrounding customer history
Deliver consistent service
• Activity streams drive
adoption and collaboration –
with little learning curve
• Social UX: tag, filter, pin and
share what’s relevant
• Inline editing, rapid access to
customer data, and low
latency drive adoption and
employee satisfaction with the
system
Use tools to increase productivity
SugarCRM for
Executives
Key executive challenges
Driving overall business growth
Increasing CSAT and retention
Better reporting and analytics
Making CRM a competitive advantage
SugarCRM offering
CHANNELS
Sales
Call Center
Web
Partners
REPORTING
Dashboards
Marketing
Analytics
Sales Trends
Case
Reports
Customer
Profiles
MARKETING
Multi-channel
Campaigns
Campaign
Wizard
Web-to-lead
Form
Email
Marketing
Lead
Management
COLLABORATION
Email Client
Project
Managemen
t
Wireless &
Office Client
Outlook
Plug-In
Activity
Managemen
t
PLATFORM
Role
Managemen
t
Workflow
Custom
Fields
Module
Loader
Dashlets
Access
Control
Layout
Editor
Module
Builder
Homepage
Layout
Exchange
Apps
SALES
Opportunity
Management
Contact
Management
Forecasting
Account
Management
Quotes &
Contracts
SUPPORT
Case
Management
Inbound
Email
Bug
Tracking
Knowledge
Base
Self-Service
Portal
CORE SYSTEMS
ERP
Accounting
Billing
Office
Systems
REPORTING
Dashboards
Marketing
Analytics
Sales Trends Case Reports
Customer
Profiles
Drive overall business growth
User-first
• Customer intelligence for
every user on every screen
• Powerful forecasting and
true pipeline management
drives predictable results
• Seamless mobile edition keeps
users productive on the go
• Social UX: drive increased
collaboration
Increase satisfaction and retention
• Single-pane access to all
pertinent customer
information
• Seamless account and case
history – empower support
agents
• Collaboration and workflow
tools drive best practices
• Reporting tools provide
management visibility – drive
predictable results
Improve reporting and analytics
User-first
• Drive data quality with a
single, centralised customer
data repository
• Built-in data quality checks
ensure only consistent,
quality data resides in the
CRM
• Powerful reporting tools keep
your finger on the pulse of
your revenue pipeline
Make CRM a competitive advantage
• Lowest total cost of
ownership in the market
drives long-term value
• Fast-to-deploy, fast to
ROI
• One price for core sales,
marketing, support
automation
0
100000
200000
300000
400000
500000
600000
700000
800000
900000
1000000
SugarCRM Competition
3 Year Total Cost of Ownership* (TCO)
*Based on Enterprise edition and 100 users
>$230k
license
savings
Several
additional
hidden fees
Requires
multiple
products for
marketing,
sales, and
support
SugarCRM for
IT / CIO
Key IT/CIO challenges
Keeping users and management happy
Increasing ROI on IT spend
Shifting business and inf. requirements
Vendor responsiveness
SugarCRM offering
CHANNELS
Sales
Call Center
Web
Partners
REPORTING
Dashboards
Marketing
Analytics
Sales Trends
Case
Reports
Customer
Profiles
MARKETING
Multi-channel
Campaigns
Campaign
Wizard
Web-to-lead
Form
Email
Marketing
Lead
Management
COLLABORATION
Email Client
Project
Managemen
t
Wireless &
Office Client
Outlook
Plug-In
Activity
Managemen
t
PLATFORM
Role
Managemen
t
Workflow
Custom
Fields
Module
Loader
Dashlets
Access
Control
Layout
Editor
Module
Builder
Homepage
Layout
Exchange
Apps
SALES
Opportunity
Management
Contact
Management
Forecasting
Account
Management
Quotes &
Contracts
SUPPORT
Case
Management
Inbound
Email
Bug
Tracking
Knowledge
Base
Self-Service
Portal
CORE SYSTEMS
ERP
Accounting
Billing
Office
Systems
PLATFORM
Role
Management
Workflow
Custom
Fields
Module
Loader
Dashlets
Access
Control
Layout Editor
Module
Builder
Homepage
Layout
Exchange
Apps
COLLABORATION
Email Client
Project
Management
Wireless &
Office Client
Outlook Plug-
In
Activity
Management
Ensure happy management and users
• User-first design
• Customizable UX and
Intelligence Panes
• Social UX: monitor, learn
and share what’s relevant
right inside the Sugar UI
User-first
Decrease total cost of ownership
• Go live quickly with Sugar’s highly
intuitive configuration tools
• Create customized mobile
experiences
• Configure or create intelligent
widgets to drive business insight
for every user
Increase ROI
• One CRM – One Price
• No Hidden Fees
• Customise without penalty
• Integrate freely with legacy
and third party data and
apps
0
100000
200000
300000
400000
500000
600000
700000
800000
900000
1000000
SugarCRM Competition
3 Year Total Cost of Ownership*
*Based on Enterprise edition and 100 users
>$230k
license
savings
Several
additional
hidden fees
Requires
multiple
products for
marketing,
sales, and
support
Adapt to business and infrastructure
requirements
Sugar Private Cloud
Sugar on Public Cloud
Sugar on Partner Cloud
Sugar On-Demand
Sugar On-Site
About
Loaded
At Loaded, we focus on delivering
smart solutions to unlock your
customer relationship potential.
We utilise CRM, marketing automation and business intelligence
software, and bring our business, marketing and technical expertise
to the task of designing, delivering & supporting the
right solution for your organisation.
About Loaded
Smart solutions to unlock your customer potential.
• Founded in 1995 as a web development business.
• Delivering business impact through CRM, Web, Marketing Automation and Business Intelligence
solutions.
• Partnered with SugarCRM in 2005, attracted to open source model, flexibility and value. SugarCRM Gold
Partner since 2006.
• Broadened offering over last 7 years to encompass ‘total CRM journey’ with a wide range of CRM
integrations enabling business impact and ROI.
• Clients sectors include IT products and services; not for profit; financial services; accounting firms; retail;
manufacturing/wholesale; and federal and state government.
Our offer – ‘total CRM’
Loaded capabilities
Capabilities Why It Matters
SugarCRM Depth: in consulting,
development, training, infrastructure
• Deep knowledge of the application and its potential, at the functional
and technical level
CRM breadth: 30+ years in total CRM
experience
• Sound basis for advice and design solutions
• Provides rich inputs to our delivery processes – allows for on time, on
budget, quality, ‘no surprises’ implementations and deployments
Business strategy and execution:
top tier management consulting and
executive leadership experience
• Strategic and technical partners, to help ensure your CRM journey is
well planned and delivers organisational benefits at every stage
Technology depth and breadth:
delivering and supporting complex
integrations and deployments
• Able to support and maintain complex solutions over time for clients
• Deep experience in a wide range of integrations
CRM breadth & depth, backed by strategic, operational and
technology expertise
Our approach – total CRM journey
Sales
Marketing Sales
Marketing Sales Support
Marketing Sales Support
Integration
Marketing Sales Support
Integration
Social Collaboration
Marketing Sales Support
Integration
Marketing Auto
Web
Portal
Call Centre
Business Intelligence Reporting
Time
Complexity
Why a Journey?
• Deliver ROI at every stage
• Increase CRM adoption
• Deliver benefits faster
• Manage risk and cost
How we work
Standard Steps
Standard Methods
and Tools
Standard Deliverables
Pre Kick Off Scoping Implementation Handover
Uncover key pains,
desired gains and
ROI targets.
Prioritization of
pains and gains.
Use Cases.
Solution Design.
Test cases linked to
development tasks.
Code Review.
Detailed Deployment
Methodology
Training.
Documentation.
Enhancements / rollout /
change mgmt roadmap.
Proposal Statement of Work
Project Updates
Progress Demos
Training Manual
& Documentation
For each phase of work…
Rigorous process, backed by standard methodology and tools.
Loaded serves clients across a range of sectors, from higher education to government; not for
profit to financial services; information technology to retail.
Our clients
Our partners
Loaded partners with world leading technology providers to ensure we have the best
software, infrastructure and supporting tools at our disposal, to support client needs.
SugarCRM is the world’s fastest growing CRM application.
Recently named in the Gartner Magic Quadrant
as a Visionary for Sales Force Automation
Pardot is a leading SAAS
marketing automation tool
recently acquired
by Salesforce.com
Hubspot is a
comprehensive,
all-in-one
marketing platform
JasperSoft is a cloud based business intelligence
application with an exciting entry-level
solution offered in partnership with Amazon
Web Services bringing enterprise level BI
to any business
About
Loaded Custom
SugarCRM Solutions
Order Management Solution
Powering, for example:
1. Event management
2. Membership management (new,
renewals)
3. Product / service online sales
(eg training courses; training
materials)
One integrated solution architecture that enables a range of business processes
1. Event management
Visits the
website,
views &
selects event
SugarCRM
eCommerce
Financial accounting
system
Payment
Gateway
User is sent
confirmation
email
4CRM is updated with
user’s purchase /
payment
information and
event registration
details
3
2
Administrator sets
up the event in
CRM – creates
event details;
target lists;
campaign and
associated email
templates
Administrator
launches
campaign in CRM
1
Payment is
processed via
secure
gateway and
to bank
account
Payment info synced
from financial
accounting system
to CRM
3
5
CRM populates
events section of
website with event
details including
pricing
The User Email sent
with a unique
link to website
Receives
confirmation
email
Pays to
attend
event
Powered by Loaded’s Order Management Solution
2. New member registration
The User Completes
membership
form online
Reviews
purchase
in cart
Receives
confirmation
email
SugarCRM
Web/eCommerce
Financial accounting
system
Pays
online
Payment
Gateway
User is sent
confirmation email
4
CRM is updated with
user’s purchase /
payment
information
3
Member details
automatically created as
new Contact in CRM
through CRM/web
integration
1
Payment is
processed via
secure
gateway and to
bank account
Payment info synced
from financial
accounting system
to CRM
3
5
CRM populates
shopping cart with
member pricing details
2
Powered by Loaded’s Order Management Solution
3. Membership renewals
The User Receives an
email from
Sugar with
unique link
Visits the
website
Receives
confirmation
email
SugarCRM
Web/eCommerce
Financial accounting
system
Makes a
purchase
Payment
Gateway
4CRM auto-generates
target list based on
renewal date.
Administrator checks
detail (eg to allow
manual overrides) and
launches renewal
Campaign
1
Payment is
processed via
secure gateway
and to bank
account
Payment info synced
from financial
accounting system
to CRM
3
5
CRM populates
shopping cart with
member renewal details
CRM is updated with
user’s purchase /
payment
information
2
3
Powered by Loaded’s Order Management Solution
User is sent
confirmation
email
Promotions Solution
The User
Receives an email
with a unique link
to website
The user visits the
website, and views
page with special
personalised offer
User completes
checkout
Sugar CRM
Campaigns Module
Manages email campaigns
Target Lists
Email
Template
Leads/Contacts
DB with
transaction
history
Product
DB
Promotions Module
Manages promotion; used to
display website content
Promotions Purchase History
Record of purchase referencing
user ID
Enabling segmented offers based on customer profile and history, involving
integration of website with CRM & custom CRM module
Event Management Solution
The User
An email is sent
with a unique link
to the website.
The user visits the
website, enters
details and registers
and/or pays.
User submits or
completes checkout, a
registration record is
created.
Sugar CRM
Campaigns Module
Manages email campaigns
Target Lists
Email
Template
Leads/Con
tacts
Products
line items/
pricing
Events Module
Manages events; used to display
website content
Event Registration
Registration / Application /
Purchase
Integrating Website, Marketing campaigns, Event registration
Sales Velocity – basic reports
Available for My Sales Velocity,
My Team, All
Average, MIN, MAX elapsed time
(in days)
To sales stage: Time to get to the
stage from the previous stage
Run time filters on opportunity
type, customer type,
team/employee…
From sales stage: Time to get,
from the stage, to another stage
Sales reporting enhancement tool tracking your speed of sales over time by sales
stage to improve pipeline management and focus sales activities
Sales Velocity – advanced reports
On these reports, we can
observe that the elapsed
time for each of the
stages is far longer for
lost opportunities than
for won opportunities.
Management may take
the decision to put alerts
in place when, for
example, the value
proposition stage takes
more than 20 days.
CRM, Web and LMS platform
The User
User creates
profile on
website
User redirected to
LMS, and submits
scholarship application
Integrated solution to automate scholarship application
processing, resulting in 300% increase in scholarships offered
Website
SugarCRM
Learning
Management
Platform (LMS)
User created in CRM2
5
Assessor grades
scholarship applications
3
Scholarships applications
synchronises back to CRM
4
Admin manages
scholarship
portfolio
5
Emails are sent
to award the
scholarships
6
Active scholarships
displayed on website
1
User receives email of
the result of application
for a scholarship
About SugarCRM
plugins, add-ons &
connectors developed
by Loaded
Email 2 Sugar
A smart, automated email archiving tool for SugarCRM. E2S automatically archives
sent and received emails in relevant Sugar modules, using email address matching.
• Automated email archiving to
SugarCRM Lead, Contact, and
Account modules
• Supports the same email clients
that SugarCRM supports 'out of
the box’
• Automatic email attachment
filing and unread email
notifications
Email is automatically archived to
Lead, Contact & Accounts modules
The User Sends an email either
from Sugar or from
email client
Org Charts for SugarCRM
Visualise contacts in context for more effective selling
• Understand who’s who for all
your Accounts and
Opportunities
• Identify buyer roles like
technical, influencers & decision
makers
• Engage with the right people at
the right time for each
opportunity
Instantly visualises and identifies
decision makers and influencers
The User Creates an Account or
Opportunity in Sugar
ABN and ACN Connectors for
SugarCRMfor SugarCRM
A fast and easy mean to retrieve publicly available information, including ABN
(Australian Business Number) and ACN (Australian Company Number) for a given
legal entity, inside your own SugarCRM application
About
Loaded Credentials
The Iconic
• Pre engagement business issues
o No single view of the customer causing the agents to spend more time on the phone than
necessary to solve the clients’ issues, and then having less time to cross sell products
o Inability to track previous customer interactions in one system
• Scoping outcome
o Single view of the customer and tracking of each customer interaction
o Proactively communicate (outbound) for cross and upsell opportunities
o Ability to build more rounded customer profile for marketing, segmentation and communications
• Business gains
o Better customer engagement to improve efficiency and increase revenue opportunities to
cross and upsell
SugarCRM solution design & implementation
RMIT University
• RMIT Training
o CRM used to manage Training organisations’ sales process: including opportunity management,
products, quotes, workflows
• RMIT - Student Services Group
o Careers & Employment Unit: uses CRM to manage employer account details, and match
students with potential employment opportunities
o Equity & Diversity Unit: uses CRM to manage Schools Network Access Program
• RMIT - Engagement and Planning
o CRM manages and evaluates requests for IT projects / services
o Web integration with CRM, enabling requests to be submitted online and ‘scorecard’
functionality baked into the CRM enables automating scoring and hence prioritisation of
requests based on a complex formula
Provider of SugarCRM consulting, configuration, customisation and training
services to RMIT University since 2009
AMSA (Australian Maritime Safety
Authority)
• Complex solution design to map CRM Contacts fields to meet Australian Standard AS 4590, a first for a
Federal Government agency.
• Integrated client / Loaded team delivered work for 3 groups of users using rapid sprint methodology.
• Complex deployment requirements with Loaded technical support provided to secure go-live and build
AMSA team skills (SugarCRM on Oracle; on premise hosting; technical environments; performance).
SugarCRM solution design & implementation
ASF (Australian Scholarships
Foundation)
• Innovative platform designed and built to power ASF’s operations.
• Integrated solution to automate scholarship application processing, resulting in 300% increase in
scholarships offered .
• Integrates SugarCRM, web (Joomla) and learning management system (Moodle).
• Loaded has worked in partnership with ASF since early 2010.
• Platform now being extended to support 3rd party partners including Chief Executive Women and CSI /
Origin Foundation’s SRET research project.
• We provide ongoing support, hosting and platform advisory services as well as project delivery /
implementations.
Scholarships application, selection, management and marketing platform -
design, development & integration
Australian American
Fulbright Commission
• Integrated CRM/web platform for the management of the Fulbright Commission’s alumni database and
marketing communications.
• Partnered with the Commission since early 2012.
• Developed an Alumni Portal and supported the delivery of a campaign to capture and update alumni
contact details.
• Provide ongoing enhancements to the platform (web, CRM), as well as support and training.
Integrated CRM / website platform
Centre for Social Impact / PWC
Survey Data Cube
The PWC/CSI Community Index report was launched in Spring 2012 and presented findings from a survey
of the CEOs of 500 economically significant Australian not-for-profit organisations. The survey captures the
perceptions of CEOs in terms of the operating conditions for their organisations and their confidence in
relation to future operations. This initiative is comparable to established for-profit business indices such as
NAB’s Business confidence survey.
CSI Website
Sugar CRM
(Account, Survey)
Survey Browser
CSI
administrator
Loaded implemented an innovative platform based on
SugarCRM, used as the database for the Survey Web
browser. Organised as a Data Cube, the Survey Web browser
allows the user to analyse (table, graph), export to excel and
print the scores and answers using several categories and
sub-categories: Industry, Size, Role… See more on
http://www.communityindex.com.au
Innovative online platform based on SugarCRM
Centre for Social Impact / PWC
• Based on SugarCRM, Data Cube organises dynamically, various survey outputs in tables and graphs depending on
the category and sub-category selected in the left menu and the filters, such as location, selected in the top menu.
See more on http://www.communityindex.com.au.
• The completely integrated architecture based on the SugarCRM platform allows the user to display the data using
complex queries without altering the performances / response time.
Australian Home and Property
Group
• Pre engagement business issues
o Disjointed and de-centralised sales processes and data capture / storage
o Sales: no follow up tracking, rely on sales reps to follow up to leads sent to them by email
o Call centre: entirely manual and paper based processes
• Business gains
o Dramatically improved sales and marketing effectiveness
o One central source of truth for all leads, contracts and accounts
o Automated lead generation, lead allocation and tracking
o One central tool for email marketing campaign, execution and reporting
• Next steps:
o Rolling SugarCRM to sister company
o Implementing customer care scripts for call centre
SugarCRM solution design & implementation
Wipasnapa
• Custom design and development of consumer
web platform to share content, manage image
resizing, enable interactive template design and
image/content placement, and generate print
quality artwork.
• Included secure member portal, shopping cart
and payment gateway integration, and
database of artwork template designs integrated
with web front end.
Consumer web platform, member portal, and payment gateway integration
Gloria Jean’s Coffees
• Gloria Jean’s Coffees website and ecommerce platform, designed
and built by Loaded was launched in April, 2013.
• With 94% of smartphone users researching products and services
online, the guest experience on mobile devices was also a key
consideration in the development of the site.
• The use of Responsive Design methodology has enabled an
optimal user experience for Guests whether on desktop, laptop,
tablet or smartphone device.
• See more at http://www.gloriajeanscoffees.com.au/ or watch
www.gloriajeanscoffees.com/temp/GJC_Website_FINAL_PC.wmv
Responsive Website
Contact
1300 LOADED Email: info@loadedtech.com.au
Website: loadedtech.com.au
Address:
Ground Floor, 221 Miller Street,
North Sydney, NSW 2060. Australia

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An overview of SugarCRM

  • 1. An Overview of SugarCRM Enabling Successful Customer Relationships with CRM
  • 2. The Case of the Missing Zero
  • 3. Largest addressable market opportunity in software Source: Worldwide CRM Applications 2012 - 2016 Forecast (IDC)
  • 4. CRM potential 918 Million Corporate Accounts 450 Million Customer Facing 3.6 Billion Email Accounts 18 Million CRM Users
  • 5. The CRM challenge For every 1 person using CRM today, there are 25 other people who face the customer and are not using CRM.
  • 6. Who does CRM benefit?
  • 7. CRM Market: The Case of the Missing Zero Years Billion $ Market Million Users Million Users 20 200
  • 8. Why? • CRM solutions were designed for the manager • NOT for the individual • And, they are too expensive to deploy to every customer-facing employee
  • 9. How do we fix this and close the gap?
  • 11. Focus on the two constituents of CRM The Customer The User Creating Customer Experts
  • 12. About SugarCRM • Complete all-in-one CRM solution – no additional licence fees for additional modules (eg marketing) • 3rd largest global CRM Provider by seats (Forrester) • SugarCRM defined as a ‘visionary’ (Gartner 2013) • IBM Global Alliance Partner ( IBM has 70K+ Sugar users) • 1.2M+ users, 80,000+ organisations • Open platform providing unmatched flexibility and adaptability to business needs, and ease of integration with other applications • Value for money: annual licence fees up to 50% cheaper than alternate CRMs • Customer’s choice of hosting solution – Sugar cloud; other cloud based options; on your premises Leader Position in CRM for Midmarket - July 2012
  • 13.  Clear and simple pricing  Range of editions to meet your needs  No hidden fees or forced upgrades Our Focus: Innovation and Value  Designed for the individual  Ubiquitous experience on all devices  Relevant insights on every screen  Open, extensible integration architecture Sugar UX™ Sugar PurePrice™
  • 17. Value *Based on Enterprise edition and 100 users >$230k license savings Several additional hidden fees Requires multiple products for marketing, sales, and support 0 100000 200000 300000 400000 500000 600000 700000 800000 900000 1000000 SugarCRM The Competition 3 Year Total Cost of Ownership*
  • 18. Sugar PurePrice: Unparalleled Value One Price • Sales, marketing, support automation • No separate “clouds” No Hidden Fees Low TCO • Customize without penalty • No mobile upcharge • Integrate freely • Clear, predictable pricing • Unlock strategic vision
  • 19. Analysts agree Gartner Magic Quadrant - 2013 Significant movement; validation as a CRM Visionary Abilitytoexecute Completeness of Vision Challengers Leaders VisionariesNiche Players Salesforce.com Oracle’s (Siebel CRM) Microsoft (Dynamics CRM) SAP (CRM) SAP (cloud for sales NetSuite Pivotal Sales SageCRM Zoho Microsoft (Dynamics CRM Online) Oracle Fusion Sales Swiftpage CRMnext  SugarCRM continues to innovate  Strength in mobile device, User Interface & social technology strategy  Attractive, easy-to- understand pricing model  Flexible customization environment  Open industry- standard technologies  Cloud-neutral strategy
  • 20. Successful customers - multiple verticals Consumer Goods & Retail Insurance Media Manufacturing / Logistics TechnologyHealthcare Education / Services
  • 21. Rich Integration Ecosystem REPORTING MARKETING PLATFORM and INFRASTRUCTURE SALES SUPPORT CORE SYSTEMSREPORTING & ANALYTICS MARKETING SALES SUPPORT BACK-END SYSTEMS INFRASTRUCTURE & INTEGRATION CORE SYSTEMSSOCIAL & COLLABORATION CONTACT CENTER & TELEPHONY
  • 22. Sugar 7 every customer every user every time
  • 23. Products that align with your needs Professional $35/user/month Full-featured CRM With single team focus Community Free/Open Source Developer Platform Free Evaluation Enterprise $60/user/month Advanced CRM With enterprise, matrix organization support Ultimate $150/user/month Advanced CRM With advanced services and support
  • 25. Key sales challenges Maximizing sales growth Increasing individual rep. productivity Leveraging a single system Alignment in execution
  • 26. SugarCRM offering CHANNELS Sales Call Center Web Partners REPORTING Dashboards Marketing Analytics Sales Trends Case Reports Customer Profiles MARKETING Multi-channel Campaigns Campaign Wizard Web-to-lead Form Email Marketing Lead Management COLLABORATION Email Client Project Managemen t Wireless & Office Client Outlook Plug-In Activity Managemen t PLATFORM Role Managemen t Workflow Custom Fields Module Loader Dashlets Access Control Layout Editor Module Builder Homepage Layout Exchange Apps SALES Opportunity Management Contact Management Forecasting Account Management Quotes & Contracts SUPPORT Case Management Inbound Email Bug Tracking Knowledge Base Self-Service Portal CORE SYSTEMS ERP Accounting Billing Office Systems
  • 27. Maximize sales growth • Single page access to everything you need to know on the account • Customer intelligence on every screen, for every user • Integrations with social media and external enrichment streams
  • 28. Increase individual productivity • Integrated quota analytics based on forecasting ‘what if’ scenarios • Analytics based on neglected, aging, and most active deals • Activity analytics show what’s trending and requires follow up • Social integration flags account activity
  • 29. Leverage a single system • Integrated with quota and pipeline intelligence • Automatic forecasting based on deal tagging • Inline editing, rapid access, and no UI latency • Pulls back information based on data entered
  • 30. Align across the organisation • In context activity streams centralize intelligence about the account • Document sharing in the context of doing business • Access to top influencers and contact patterns • Social UX: tag, filter, share, and pin what’s relevant • Help create a single source of truth around customer data; improve data quality
  • 32. Key support challenges Rapid respond to customer needs Monitoring all customer channels Delivering consistent service Using tools to increase individual productivity
  • 33. SugarCRM offering CHANNELS Sales Call Center Web Partners REPORTING Dashboards Marketing Analytics Sales Trends Case Reports Customer Profiles MARKETING Multi-channel Campaigns Campaign Wizard Web-to-lead Form Email Marketing Lead Management COLLABORATION Email Client Project Managemen t Wireless & Office Client Outlook Plug-In Activity Managemen t PLATFORM Role Managemen t Workflow Custom Fields Module Loader Dashlets Access Control Layout Editor Module Builder Homepage Layout Exchange Apps SALES Opportunity Management Contact Management Forecasting Account Management Quotes & Contracts SUPPORT Case Management Inbound Email Bug Tracking Knowledge Base Self-Service Portal CORE SYSTEMS ERP Accounting Billing Office Systems
  • 34. Rapid, individualised customer insight • Single pane access to all pertinent customer data • Relationship engine identifies hot spots, trouble spots • Open architecture seamlessly integrates with external systems for true 360-degree view of the customer
  • 35. Monitor all customer channels • Seamless integration of social channels for proactive support • Understand your customers as individuals across touch points: phone, email, web, social • Self-service customer portal integration to drive down costs
  • 36. • In context activity streams centralise intelligence about the case and account • Document sharing in the context of doing business • Social UX: tag, filter, share, and pin what’s relevant • Powerful workflow standardizes support best practices • Create a single source of truth surrounding customer history Deliver consistent service
  • 37. • Activity streams drive adoption and collaboration – with little learning curve • Social UX: tag, filter, pin and share what’s relevant • Inline editing, rapid access to customer data, and low latency drive adoption and employee satisfaction with the system Use tools to increase productivity
  • 39. Key executive challenges Driving overall business growth Increasing CSAT and retention Better reporting and analytics Making CRM a competitive advantage
  • 40. SugarCRM offering CHANNELS Sales Call Center Web Partners REPORTING Dashboards Marketing Analytics Sales Trends Case Reports Customer Profiles MARKETING Multi-channel Campaigns Campaign Wizard Web-to-lead Form Email Marketing Lead Management COLLABORATION Email Client Project Managemen t Wireless & Office Client Outlook Plug-In Activity Managemen t PLATFORM Role Managemen t Workflow Custom Fields Module Loader Dashlets Access Control Layout Editor Module Builder Homepage Layout Exchange Apps SALES Opportunity Management Contact Management Forecasting Account Management Quotes & Contracts SUPPORT Case Management Inbound Email Bug Tracking Knowledge Base Self-Service Portal CORE SYSTEMS ERP Accounting Billing Office Systems REPORTING Dashboards Marketing Analytics Sales Trends Case Reports Customer Profiles
  • 41. Drive overall business growth User-first • Customer intelligence for every user on every screen • Powerful forecasting and true pipeline management drives predictable results • Seamless mobile edition keeps users productive on the go • Social UX: drive increased collaboration
  • 42. Increase satisfaction and retention • Single-pane access to all pertinent customer information • Seamless account and case history – empower support agents • Collaboration and workflow tools drive best practices • Reporting tools provide management visibility – drive predictable results
  • 43. Improve reporting and analytics User-first • Drive data quality with a single, centralised customer data repository • Built-in data quality checks ensure only consistent, quality data resides in the CRM • Powerful reporting tools keep your finger on the pulse of your revenue pipeline
  • 44. Make CRM a competitive advantage • Lowest total cost of ownership in the market drives long-term value • Fast-to-deploy, fast to ROI • One price for core sales, marketing, support automation 0 100000 200000 300000 400000 500000 600000 700000 800000 900000 1000000 SugarCRM Competition 3 Year Total Cost of Ownership* (TCO) *Based on Enterprise edition and 100 users >$230k license savings Several additional hidden fees Requires multiple products for marketing, sales, and support
  • 46. Key IT/CIO challenges Keeping users and management happy Increasing ROI on IT spend Shifting business and inf. requirements Vendor responsiveness
  • 47. SugarCRM offering CHANNELS Sales Call Center Web Partners REPORTING Dashboards Marketing Analytics Sales Trends Case Reports Customer Profiles MARKETING Multi-channel Campaigns Campaign Wizard Web-to-lead Form Email Marketing Lead Management COLLABORATION Email Client Project Managemen t Wireless & Office Client Outlook Plug-In Activity Managemen t PLATFORM Role Managemen t Workflow Custom Fields Module Loader Dashlets Access Control Layout Editor Module Builder Homepage Layout Exchange Apps SALES Opportunity Management Contact Management Forecasting Account Management Quotes & Contracts SUPPORT Case Management Inbound Email Bug Tracking Knowledge Base Self-Service Portal CORE SYSTEMS ERP Accounting Billing Office Systems PLATFORM Role Management Workflow Custom Fields Module Loader Dashlets Access Control Layout Editor Module Builder Homepage Layout Exchange Apps COLLABORATION Email Client Project Management Wireless & Office Client Outlook Plug- In Activity Management
  • 48. Ensure happy management and users • User-first design • Customizable UX and Intelligence Panes • Social UX: monitor, learn and share what’s relevant right inside the Sugar UI User-first
  • 49. Decrease total cost of ownership • Go live quickly with Sugar’s highly intuitive configuration tools • Create customized mobile experiences • Configure or create intelligent widgets to drive business insight for every user
  • 50. Increase ROI • One CRM – One Price • No Hidden Fees • Customise without penalty • Integrate freely with legacy and third party data and apps 0 100000 200000 300000 400000 500000 600000 700000 800000 900000 1000000 SugarCRM Competition 3 Year Total Cost of Ownership* *Based on Enterprise edition and 100 users >$230k license savings Several additional hidden fees Requires multiple products for marketing, sales, and support
  • 51. Adapt to business and infrastructure requirements Sugar Private Cloud Sugar on Public Cloud Sugar on Partner Cloud Sugar On-Demand Sugar On-Site
  • 53. At Loaded, we focus on delivering smart solutions to unlock your customer relationship potential. We utilise CRM, marketing automation and business intelligence software, and bring our business, marketing and technical expertise to the task of designing, delivering & supporting the right solution for your organisation.
  • 54. About Loaded Smart solutions to unlock your customer potential. • Founded in 1995 as a web development business. • Delivering business impact through CRM, Web, Marketing Automation and Business Intelligence solutions. • Partnered with SugarCRM in 2005, attracted to open source model, flexibility and value. SugarCRM Gold Partner since 2006. • Broadened offering over last 7 years to encompass ‘total CRM journey’ with a wide range of CRM integrations enabling business impact and ROI. • Clients sectors include IT products and services; not for profit; financial services; accounting firms; retail; manufacturing/wholesale; and federal and state government.
  • 55. Our offer – ‘total CRM’
  • 56. Loaded capabilities Capabilities Why It Matters SugarCRM Depth: in consulting, development, training, infrastructure • Deep knowledge of the application and its potential, at the functional and technical level CRM breadth: 30+ years in total CRM experience • Sound basis for advice and design solutions • Provides rich inputs to our delivery processes – allows for on time, on budget, quality, ‘no surprises’ implementations and deployments Business strategy and execution: top tier management consulting and executive leadership experience • Strategic and technical partners, to help ensure your CRM journey is well planned and delivers organisational benefits at every stage Technology depth and breadth: delivering and supporting complex integrations and deployments • Able to support and maintain complex solutions over time for clients • Deep experience in a wide range of integrations CRM breadth & depth, backed by strategic, operational and technology expertise
  • 57. Our approach – total CRM journey Sales Marketing Sales Marketing Sales Support Marketing Sales Support Integration Marketing Sales Support Integration Social Collaboration Marketing Sales Support Integration Marketing Auto Web Portal Call Centre Business Intelligence Reporting Time Complexity Why a Journey? • Deliver ROI at every stage • Increase CRM adoption • Deliver benefits faster • Manage risk and cost
  • 58. How we work Standard Steps Standard Methods and Tools Standard Deliverables Pre Kick Off Scoping Implementation Handover Uncover key pains, desired gains and ROI targets. Prioritization of pains and gains. Use Cases. Solution Design. Test cases linked to development tasks. Code Review. Detailed Deployment Methodology Training. Documentation. Enhancements / rollout / change mgmt roadmap. Proposal Statement of Work Project Updates Progress Demos Training Manual & Documentation For each phase of work… Rigorous process, backed by standard methodology and tools.
  • 59. Loaded serves clients across a range of sectors, from higher education to government; not for profit to financial services; information technology to retail. Our clients
  • 60. Our partners Loaded partners with world leading technology providers to ensure we have the best software, infrastructure and supporting tools at our disposal, to support client needs. SugarCRM is the world’s fastest growing CRM application. Recently named in the Gartner Magic Quadrant as a Visionary for Sales Force Automation Pardot is a leading SAAS marketing automation tool recently acquired by Salesforce.com Hubspot is a comprehensive, all-in-one marketing platform JasperSoft is a cloud based business intelligence application with an exciting entry-level solution offered in partnership with Amazon Web Services bringing enterprise level BI to any business
  • 62. Order Management Solution Powering, for example: 1. Event management 2. Membership management (new, renewals) 3. Product / service online sales (eg training courses; training materials) One integrated solution architecture that enables a range of business processes
  • 63. 1. Event management Visits the website, views & selects event SugarCRM eCommerce Financial accounting system Payment Gateway User is sent confirmation email 4CRM is updated with user’s purchase / payment information and event registration details 3 2 Administrator sets up the event in CRM – creates event details; target lists; campaign and associated email templates Administrator launches campaign in CRM 1 Payment is processed via secure gateway and to bank account Payment info synced from financial accounting system to CRM 3 5 CRM populates events section of website with event details including pricing The User Email sent with a unique link to website Receives confirmation email Pays to attend event Powered by Loaded’s Order Management Solution
  • 64. 2. New member registration The User Completes membership form online Reviews purchase in cart Receives confirmation email SugarCRM Web/eCommerce Financial accounting system Pays online Payment Gateway User is sent confirmation email 4 CRM is updated with user’s purchase / payment information 3 Member details automatically created as new Contact in CRM through CRM/web integration 1 Payment is processed via secure gateway and to bank account Payment info synced from financial accounting system to CRM 3 5 CRM populates shopping cart with member pricing details 2 Powered by Loaded’s Order Management Solution
  • 65. 3. Membership renewals The User Receives an email from Sugar with unique link Visits the website Receives confirmation email SugarCRM Web/eCommerce Financial accounting system Makes a purchase Payment Gateway 4CRM auto-generates target list based on renewal date. Administrator checks detail (eg to allow manual overrides) and launches renewal Campaign 1 Payment is processed via secure gateway and to bank account Payment info synced from financial accounting system to CRM 3 5 CRM populates shopping cart with member renewal details CRM is updated with user’s purchase / payment information 2 3 Powered by Loaded’s Order Management Solution User is sent confirmation email
  • 66. Promotions Solution The User Receives an email with a unique link to website The user visits the website, and views page with special personalised offer User completes checkout Sugar CRM Campaigns Module Manages email campaigns Target Lists Email Template Leads/Contacts DB with transaction history Product DB Promotions Module Manages promotion; used to display website content Promotions Purchase History Record of purchase referencing user ID Enabling segmented offers based on customer profile and history, involving integration of website with CRM & custom CRM module
  • 67. Event Management Solution The User An email is sent with a unique link to the website. The user visits the website, enters details and registers and/or pays. User submits or completes checkout, a registration record is created. Sugar CRM Campaigns Module Manages email campaigns Target Lists Email Template Leads/Con tacts Products line items/ pricing Events Module Manages events; used to display website content Event Registration Registration / Application / Purchase Integrating Website, Marketing campaigns, Event registration
  • 68. Sales Velocity – basic reports Available for My Sales Velocity, My Team, All Average, MIN, MAX elapsed time (in days) To sales stage: Time to get to the stage from the previous stage Run time filters on opportunity type, customer type, team/employee… From sales stage: Time to get, from the stage, to another stage Sales reporting enhancement tool tracking your speed of sales over time by sales stage to improve pipeline management and focus sales activities
  • 69. Sales Velocity – advanced reports On these reports, we can observe that the elapsed time for each of the stages is far longer for lost opportunities than for won opportunities. Management may take the decision to put alerts in place when, for example, the value proposition stage takes more than 20 days.
  • 70. CRM, Web and LMS platform The User User creates profile on website User redirected to LMS, and submits scholarship application Integrated solution to automate scholarship application processing, resulting in 300% increase in scholarships offered Website SugarCRM Learning Management Platform (LMS) User created in CRM2 5 Assessor grades scholarship applications 3 Scholarships applications synchronises back to CRM 4 Admin manages scholarship portfolio 5 Emails are sent to award the scholarships 6 Active scholarships displayed on website 1 User receives email of the result of application for a scholarship
  • 71. About SugarCRM plugins, add-ons & connectors developed by Loaded
  • 72. Email 2 Sugar A smart, automated email archiving tool for SugarCRM. E2S automatically archives sent and received emails in relevant Sugar modules, using email address matching. • Automated email archiving to SugarCRM Lead, Contact, and Account modules • Supports the same email clients that SugarCRM supports 'out of the box’ • Automatic email attachment filing and unread email notifications Email is automatically archived to Lead, Contact & Accounts modules The User Sends an email either from Sugar or from email client
  • 73. Org Charts for SugarCRM Visualise contacts in context for more effective selling • Understand who’s who for all your Accounts and Opportunities • Identify buyer roles like technical, influencers & decision makers • Engage with the right people at the right time for each opportunity Instantly visualises and identifies decision makers and influencers The User Creates an Account or Opportunity in Sugar
  • 74. ABN and ACN Connectors for SugarCRMfor SugarCRM A fast and easy mean to retrieve publicly available information, including ABN (Australian Business Number) and ACN (Australian Company Number) for a given legal entity, inside your own SugarCRM application
  • 76. The Iconic • Pre engagement business issues o No single view of the customer causing the agents to spend more time on the phone than necessary to solve the clients’ issues, and then having less time to cross sell products o Inability to track previous customer interactions in one system • Scoping outcome o Single view of the customer and tracking of each customer interaction o Proactively communicate (outbound) for cross and upsell opportunities o Ability to build more rounded customer profile for marketing, segmentation and communications • Business gains o Better customer engagement to improve efficiency and increase revenue opportunities to cross and upsell SugarCRM solution design & implementation
  • 77. RMIT University • RMIT Training o CRM used to manage Training organisations’ sales process: including opportunity management, products, quotes, workflows • RMIT - Student Services Group o Careers & Employment Unit: uses CRM to manage employer account details, and match students with potential employment opportunities o Equity & Diversity Unit: uses CRM to manage Schools Network Access Program • RMIT - Engagement and Planning o CRM manages and evaluates requests for IT projects / services o Web integration with CRM, enabling requests to be submitted online and ‘scorecard’ functionality baked into the CRM enables automating scoring and hence prioritisation of requests based on a complex formula Provider of SugarCRM consulting, configuration, customisation and training services to RMIT University since 2009
  • 78. AMSA (Australian Maritime Safety Authority) • Complex solution design to map CRM Contacts fields to meet Australian Standard AS 4590, a first for a Federal Government agency. • Integrated client / Loaded team delivered work for 3 groups of users using rapid sprint methodology. • Complex deployment requirements with Loaded technical support provided to secure go-live and build AMSA team skills (SugarCRM on Oracle; on premise hosting; technical environments; performance). SugarCRM solution design & implementation
  • 79. ASF (Australian Scholarships Foundation) • Innovative platform designed and built to power ASF’s operations. • Integrated solution to automate scholarship application processing, resulting in 300% increase in scholarships offered . • Integrates SugarCRM, web (Joomla) and learning management system (Moodle). • Loaded has worked in partnership with ASF since early 2010. • Platform now being extended to support 3rd party partners including Chief Executive Women and CSI / Origin Foundation’s SRET research project. • We provide ongoing support, hosting and platform advisory services as well as project delivery / implementations. Scholarships application, selection, management and marketing platform - design, development & integration
  • 80. Australian American Fulbright Commission • Integrated CRM/web platform for the management of the Fulbright Commission’s alumni database and marketing communications. • Partnered with the Commission since early 2012. • Developed an Alumni Portal and supported the delivery of a campaign to capture and update alumni contact details. • Provide ongoing enhancements to the platform (web, CRM), as well as support and training. Integrated CRM / website platform
  • 81. Centre for Social Impact / PWC Survey Data Cube The PWC/CSI Community Index report was launched in Spring 2012 and presented findings from a survey of the CEOs of 500 economically significant Australian not-for-profit organisations. The survey captures the perceptions of CEOs in terms of the operating conditions for their organisations and their confidence in relation to future operations. This initiative is comparable to established for-profit business indices such as NAB’s Business confidence survey. CSI Website Sugar CRM (Account, Survey) Survey Browser CSI administrator Loaded implemented an innovative platform based on SugarCRM, used as the database for the Survey Web browser. Organised as a Data Cube, the Survey Web browser allows the user to analyse (table, graph), export to excel and print the scores and answers using several categories and sub-categories: Industry, Size, Role… See more on http://www.communityindex.com.au Innovative online platform based on SugarCRM
  • 82. Centre for Social Impact / PWC • Based on SugarCRM, Data Cube organises dynamically, various survey outputs in tables and graphs depending on the category and sub-category selected in the left menu and the filters, such as location, selected in the top menu. See more on http://www.communityindex.com.au. • The completely integrated architecture based on the SugarCRM platform allows the user to display the data using complex queries without altering the performances / response time.
  • 83. Australian Home and Property Group • Pre engagement business issues o Disjointed and de-centralised sales processes and data capture / storage o Sales: no follow up tracking, rely on sales reps to follow up to leads sent to them by email o Call centre: entirely manual and paper based processes • Business gains o Dramatically improved sales and marketing effectiveness o One central source of truth for all leads, contracts and accounts o Automated lead generation, lead allocation and tracking o One central tool for email marketing campaign, execution and reporting • Next steps: o Rolling SugarCRM to sister company o Implementing customer care scripts for call centre SugarCRM solution design & implementation
  • 84. Wipasnapa • Custom design and development of consumer web platform to share content, manage image resizing, enable interactive template design and image/content placement, and generate print quality artwork. • Included secure member portal, shopping cart and payment gateway integration, and database of artwork template designs integrated with web front end. Consumer web platform, member portal, and payment gateway integration
  • 85. Gloria Jean’s Coffees • Gloria Jean’s Coffees website and ecommerce platform, designed and built by Loaded was launched in April, 2013. • With 94% of smartphone users researching products and services online, the guest experience on mobile devices was also a key consideration in the development of the site. • The use of Responsive Design methodology has enabled an optimal user experience for Guests whether on desktop, laptop, tablet or smartphone device. • See more at http://www.gloriajeanscoffees.com.au/ or watch www.gloriajeanscoffees.com/temp/GJC_Website_FINAL_PC.wmv Responsive Website
  • 86. Contact 1300 LOADED Email: info@loadedtech.com.au Website: loadedtech.com.au Address: Ground Floor, 221 Miller Street, North Sydney, NSW 2060. Australia