CRM Acceleration London, September 2012, Presentation Sugar - Integration with your Existing Systems

1. Sugar – Integration with you
Existing Systems
John Malone– Provident CRM

2. Introductions - John Malone
• Director Provident CRM
• President SugarCRM European Alliance
• Contact: john@providentcrm.co.uk

3. Agenda
1 Introduction to Provident
2 Integrations
3 Bespoke
4 Q& A Session

4. Provident Team
• Established 2000
• SugarCRM Partner since 2007
• Offices
– London
– Manchester
– Dublin
– Mullingar

5. Partnerships
Business Partner Member

7. Integration
ERP CMS/Portal E-Mail-Marketing
Wordpress
SAP, AS400, Sage Drupal
Accounts, MS Nav
Joomla
Office Email Integration Online Meetings
MS Exchange
Telefonie Social Business Special Projects
CTI BI
Bespoke

8. Retail - Magento Integration (Mothercare)
• Screen

9. SugarCRM PRO Plugins (Bundled)
• Word
• Excel
• Outlook
• Lotus Notes (Ent +)
• iPhone
• iPad (Corp +)
• Android
• Blackberry (Corp +)

10. Sugar Outlook

11. Sugar Word

12. Sugar Excel Plugin

13. Sugar Lotus Notes Plugin
• Screen

14. Google Maps Integration

15. Google Maps – using iFrames
• http://maps.google.com/maps?
q={pr_location_latitude_c},{pr_location_longitude_c}
&output=embed

16. Provident Cloud CTI
• Any PBX / Phone
• No CapEx
• CTI in minutes
• DEMO

17. Provident Cloud CTI - Reporting

18. Provident Cloud CTI - Reporting

19. Avaya AES Trixbox/Asterisk Integration
• Click-2-Dial
• Screen-Pop
• Call Logging
• Reporting

20. Sugar Social Connectors

21. Sugar Connector for Twitter

22. Sugar Connector for LinkedIn

23. Google Apps Integration

24. SugarCRM Bespoke Integration
• SOAP & Rest APIs
• SSO / SAML
• LDAP Integration (Active Directory)
• ETL via SSIS / Talend / JitterBit
• QlickView Integration
• Direct Database (Stored Procedure etc)

25. Qlikview BI Integration
Pre-packaged connector
with standard functionaly to
manage and drive up your
activity:
Ø Portfolio Analysis
Ø Commercial Pipeline
Ø Distribution of customers and
business
Ø Sales targets analysis and forecasts
Ø Several selections comparison
Ø Analysis of users activities
Ø Support business analysis
Ø KPI
Ø Navigating through data
Ø Statistics

26. Sage Accounts Integration

27. SugarCRM View of Sage Accounts Data

28. AS400 – SugarCRM ETL

29. Thank you! – Questions Please
Contact:
Provident CRM Ltd
John Malone
0161 6602996
john@providentcrm.co.uk
www.providentcrm.co.uk