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© 2015 SugarCRM Inc. All rights reserved.
SUGAR ENTERPRISE ADVANTAGES
September 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 CRM
Easily 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 designer
 OR logical operator
 Trigger an action based on delta of time
 Approval workflows
 Sequential and parallel workflows
 Visual status monitoring
 Configurable loop detection
 Stop/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.

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SugarCRM Enterprise Edition Advantages

  • 1. © 2015 SugarCRM Inc. All rights reserved. SUGAR ENTERPRISE ADVANTAGES September 2015
  • 2. © 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
  • 3. © 2015 SugarCRM Inc. All rights reserved. ADVANCED WORKFLOW
  • 4. © 2015 SugarCRM Inc. All rights reserved. World-Class Workflow Integrated with CRM Easily 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
  • 5. © 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
  • 6. © 2015 SugarCRM Inc. All rights reserved. Create Powerful, Visual Workflows
  • 7. © 2015 SugarCRM Inc. All rights reserved. Communicate Status with Process Engine
  • 8. © 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
  • 9. © 2015 SugarCRM Inc. All rights reserved. Create Complex Rules Without Coding Business sets up conditions for corresponding actions
  • 10. © 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
  • 11. © 2015 SugarCRM Inc. All rights reserved. Advanced Workflow Features  Visual designer  OR logical operator  Trigger an action based on delta of time  Approval workflows  Sequential and parallel workflows  Visual status monitoring  Configurable loop detection  Stop/Cancel/Reassign running workflows
  • 12. © 2015 SugarCRM Inc. All rights reserved. ROLES-BASED VIEWS
  • 13. © 2015 SugarCRM Inc. All rights reserved. For Sales For Service Personalize the User Experience • Customize individual CRM views based on specific tasks and needs
  • 14. © 2015 SugarCRM Inc. All rights reserved. MULTI-LINE ITEM OPPORTUNITY MANAGEMENT & FORECASTING
  • 15. © 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
  • 16. © 2015 SugarCRM Inc. All rights reserved. CUSTOMER SELF-SERVICE PORTAL
  • 17. © 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
  • 18. © 2015 SugarCRM Inc. All rights reserved. ADDITIONAL STORAGE AND SUPPORT
  • 19. © 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
  • 20. © 2015 SugarCRM Inc. All rights reserved.

Notes de l'éditeur

  1. Use filters, categories, favorites, tags, full-text, & key word search for finding content Inline preview of both structured & unstructured content Content Recommendation based on ratings, usage, & context Shared Knowledge across agent desktop & customer portal Contextual knowledge dashlet inside Case, Bugs, & other Sugar Modules Easily search & embed KB links inside Email