As businesses move more and more to cloud-based services, we're seeing more powerful and intuitive accounting applications in the cloud. This opens up huge opportunities for SugarCRM partners to provide end-to-end solutions for their clients—from sales to accounting in one step. Remove double entry and improve business analytics with seamless integration between Sugar and two leading cloud-based accounting packages.

1. Cloud
Cloud Accounting Integration With Sugar

2. Glenn Richmond
CEO, CRM Online Australia Pty Ltd
www.crmonline.com.au
4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 2

3. Why should we want to integrate CRM and
Cloud Accounting?
 SugarCRM becomes the central
hub for all customer interaction
 One system means reduced
training costs
 Improve business analytics
 SugarCRM becomes a platform
for more complete business
systems
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4. A typical CRM system will generally provide
a tool for sales, customer service, marketing,
or some combination of these.
Service Functions
Accounts
Activities
Calls
Sales Service Emails
Meetings
Notes
Tasks
Cases
Contacts
Knowledgebase
Marketing
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5. Incorporating Cloud Accounting allows us
to deliver a complete solution.
An Example: A major provider of electric drive
solutions required CRM, Service Management
and Invoicing. By combining SugarCRM with
Cloud Accounting, we were able to:
 Reduce three separate systems
to one
 Remove double entry of client
details
 Improve business analytics
across the ensure business

6. What are the key benefits for the client?
 Staff members only need to learn
one system
 Reduced training costs
 Improved efficiency for
generating invoices
 Better integration with other
systems drives drives adoption.
 Improved Business Intelligence
 Drive business workflows off
accounting events.

7. What are the key benefits for the partner?
 Better value proposition to the
client and more opportunities for
services to deliver those
solutions.
 Wider range of solutions can be
delivered, booking & billing
systems.
 Accounting integration delivers a
strong selling point against major
CRM competitors.

8. An overview of Cloud Accounting today
There are a range of benefits to
moving to cloud accounting, driving
exponential growth:
 Better reliability
 Much lower total cost of
ownership
 Live access between
accountants and clients
 Ability to develop business
systems that automate and drive
business processes

9. How does Saasu.com compare?
 One of the original cloud
accounting providers, has been
in business for 11+ years
 Won a range of awards at CEBIT
for innovation
 Large customer base, though
predominantly in Australia
 Customers, Sales, Purchases,
Payroll, Bank Feeds, Multi-
currency, Stock Control
 Cost effective, starting at US$9
per month

10. How does Xero.com compare?
 Newcomer to the market, public
company backed by former
MYOB owner
 Similar feature sets to Saasu,
but with more advanced payroll,
but no stock control
 Innovating at a very fast rate
 Larger footprint with accounting
firms and customers
 Higher staff count than Saasu,
support tends to be better

11. Key Features
 Two way client synchronisation
 Two way product catalogue
syncrhonisation, including stock
levels
 Live sale and purchase invoice
integration
 Automatic payment status
update
 Based on SugarCRM framework,
meaning it can incorporate
custom fields, relationships and
layouts
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12. How does the integration work?
 Designed to be as
simple and reliable as
possible
 Integration is live
 Accounting package
maintained as the
single source of truth
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13. What can be done with the integration?
 Integrated CRM, asset
management and accounting
systems
 Booking & billing systems
 Commission management
systems
 Staff performance management
based on real revenue
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16. To Summarise:
 Available today for around
US$40 per system per month
 Compatible with both onsite
installations and the Sugar Cloud
 Allows an end to end solutions
for clients
 Installation of the connector
takes around 10 minutes,
extremely simpler
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18. #SCON12
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