Optaros SugarCon 2009

SugarCON 2009 Partner Case Study - Optaros ,[object Object]

Presentation Outline ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

We Assemble Next Generation Internet Solutions for the Agile Enterprise ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Open Source Assembly of ‘Next Generation Internet’ Solutions “ Buy” Mindset ,[object Object],[object Object],“ Assemble” Mindset ,[object Object],[object Object],[object Object],[object Object],[object Object]

Optaros CRM System & Integration Landscape

Optaros - all the classical CRM challenges Plus Services Revenue ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Data & Systems Process Automation People Analysis & Reporting Management Transparency

Optaros CRM Goals - Our focus ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Sugar CRM Project Methodology - Baseline, then iterate ,[object Object],[object Object],[object Object],Launch Feedback Extend Release 1

Sugar CRM & Optaros Methodology - Blueprint

Sugar CRM & Optaros Methodology - Assembly Release 1...(and)

Understanding our Lead-to-Sales effectiveness - Lead Generation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Understanding our Lead-to-Sales effectiveness - Lead Qualification ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Understanding our Lead-to-Sales effectiveness - Opportunity Management ,[object Object],[object Object],[object Object],[object Object],[object Object]

Understanding our Lead-to-Sales effectiveness - Forecasting & Summaries ,[object Object],[object Object]

Understanding our Lead-to-Sales effectiveness - Campaign Evaluation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Business Process Assimilation / Training & Rollout ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Buy-in Process Assimilation Training

Multi-channel Retail Solution Wonderbox „ Optaros understood our unique business model as well as the technology. We are highly satisfied with the new multi-channel solution.“ - Mr. James Blouzard , CEO, Wonderbox ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Wonderbox – Multi-channel Retail Solution Assembled Solution based on SugarCRM, OSCommerce, Mule ESB ,[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],„ At the end of the day this project was very successful. The new application which interacts with the other backoffice systems was delivered within the agreed time and budget.“ - Mr. Jean-Claude Ghaleb , Chef de Service des Systèmes d’Information (DSI), State of Vaud REFEN Worker Safety Solution State of Vaud

Key Takeaways ,[object Object],[object Object],[object Object],[object Object]

Summary Sugar CRM & Optaros Jim Edgett, Optaros [email_address]

Optaros SugarCon 2009

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Optaros SugarCon 2009