If you are reaping the benefits of using SugarCRM, you’re poised for further benefits by expanding your use of open source software, in particular, open source Enterprise Resource Planning (ERP). ERP is as essential to the success of businesses because it brings efficiencies to core business processes for retail, manufacturing, distribution, services and government organizations. Combined, open source CRM and ERP can provide any business with powerful control and visibility that increases efficiency and profitability. Learn how to multiply the benefits you already realize with SugarCRM from the leading open source ERP, Openbravo.

1. How to multiply the value of SugarCRM with open source ERP
by Paolo Juvara – CEO, Openbravo
Andreu Bartoli – Vice President of Commercial Operations, Openbravo

2. The leading web-based
open source ERP
Page 2

3. The most downloaded ERP on the planet
>1,970,000
World-wide downloads to date
Page 3

4. A vibrant Community
Page 4

5. A sample of customers
Distribution
Manufacturing
Retail
Services
Public sector &
non profit
Page 5

6. Page 6

7. Openbravo 3: a holistic vision for Agile ERP
Openbravo 3 drives individual &
Highest
organizational productivity
Productivity
• Operational (every hour and minute)
Openbravo 3 enables a culture of
Business
organizational responsiveness
Agility
• Tactical – weekly to quarterly
Sustained Openbravo 3 changes the economics of
ROI ERP adoption for SMEs
• Strategic – across years
Page 7

8. Operational: highest productivity
Fast & successful adoption by
Easy new and casual users
• Workspace • Role-based • Accessible
UX that unlocks the full
Powerful potential of your power users
• Multi-tab UX • Spreadsheet UI • Personalization
Unleash the full potential of
Integrated
your organization
• Access to information • Accountability • Collaboration
Page 8

9. Tactical: business agility
Standardize non-differentiating processes
Comprehen-
with broad functionality
sive
• Accounting • Operations • Localization
Achieve a custom fit with
Modularity commodity components
• Configurable • Packaged & Custom • Interoperable
Maintain a best-fit implementation
Upgradeable as your needs change
• Model-driven • Formal Lifecycle • Automated
Page 9

10. Strategic: sustained ROI
Broad rollout that is
Cost-
economically feasible
effective
• Deploy • Extend & Connect • Scale
Broad rollout that is
Web-
practical and desirable
based
• External users • Mobile users • Cloud
Open An ERP that you can
Source truly make your own
• Transparency • Control & Risk • Future proof
Page 10

11. Strategic: Highest Productivity
Page 11

12. Strategic: Highest Productivity
Page 12

13. Page 13

14. Modular and Easy to Adapt /Upgrade
Over 320 Modules Currently Supported
Initial Data Load Mass
Ordering Mass
Invoicing
Document Easy Extensible
Management Attributes Interceptor
Filter
Accounting Audit Control Accruals and
Tabs Deferrals
Booking Warehouse
Electronic Control Transaction
invoicing Management
Intrastat
Timing of VAT
Control Multi-dimensional Inter-company
Tax Report Description Documents
Templates
Page 14

15. Growing Partner Ecosystem
Technology Integrations System Integrators
Page 15

16. 3 Powerful Reasons to Integrate SugarCRM and Openbravo
+
1) Insight and Control into end-to-end business
processes
2) Complete automation of order-to-cash
3) Improve customer satisfaction and lower your service
costs
Page 16

17. Insight and Control
+
Insight into end-to-end business processes
•
Across both organizational and international boundaries
•
Delivers a single source of truth for data.
•
Eliminates discrepancies and tension between sales and finance
Control of end-to-end business processes
•
Unify price lists, discount policies, product SKUs to build consistency into
business practices
•
Eliminate billing mistakes, delays, returns, unexpected discounting,
inconsistent price increases and more
Page 17

18. Complete business processes
+
Complete automation of order to cash
•
Lead to opportunity to sales order > to invoice > to payment > to financial
report
•
Seamless integration of order fulfillment
•
Manage order changes and returns
Improve customer satisfaction and lower your service costs
•
Achieve a true 360 degree view of your customers
•
Empower the whole organization to to provide outstanding customer service
Page 18

19. A packaged integration
+
Powered by
Ready made integration
•
Service oriented: based on web services
•
Complete
•
Accounts, products, price lists, orders
•
Extensible
•
Robust
Page 19

20. Come and see a video at
Booth #307
Page 20

21. A packaged integration
+
for
The case of Instituto Focan
•
Spanish organization providing high-quality training
•
Above 300 on-line courses
•
Classroom training through 4 physical centers
•
Thousands of students every year
Page 21

22. A packaged integration
+
for
The Challenges …
•
Access to and reliability of data •
Growth
•
Academic and Teaching Mgnt. •
Sales performance
•
Grants management •
Marketing / Campaign mgnt.
•
Annual budgets management •
“Source of truth” of information
•
Personnel selection and mgnt.
Page 22

23. A packaged integration
+
for
Solution
•
Openbravo ERP including Order Management., Procurement and
Warehouse Management, fully integrated with Accounting
•
SugarCRM covering complete marketing and sales cycles
•
Connector SugarCRM - Openbravo ERP
•
Custom modules developed on top of Openbravo
Page 23

24. A packaged integration
+
for
Solution – The connector
Leads
Accounts Courses
Contacts Pre-registrations
Opportunities Tuitions
Commercial Activities Invoicing
Pre-registrations
Tuitions
Campaigns
Page 24

25. A packaged integration
+
for
Results
•
Centralized and reliable data providing very insightful information
•
Process automation
•
Total control over the activity of the students, educational assessors
(salespeople), lecturers and other employees
•
Easy to use
"After the implementation of Openbravo ERP and its integration with
SugarCRM, sales processes, course management, invoicing and personnel
management have become much easier.“
Ibán Losada, Instituto FOCAN Director
Page 25

26. A packaged integration
+
Powered by
The Company
•
Company providing business strategy solutions…
•
…leveraging on top Open Source technologies and vendors.
•
Highly skilled team (consultants, analysts and project managers)
•
Targets both the public and private sectors.
•
Gold Partner for both
Page 26

27. A packaged integration
+
Powered by
Why combining Openbravo and SugarCRM? … both offered:
•
Competitive functionality package at…
•
…competitive cost for SME’s market
•
Very robust platforms – highly reliable
•
High versatility to adapt to business processes
•
Up-to-date technology
•
Easy to adapt
Page 27

28. A packaged integration
+
Powered by
Key Factors to a Successful Story
•
Chose right partnerships (technology, business model and product
offering)
•
Hired consultancy knowledge (ERP and CRM)
•
High level of training (both technical and functional)
•
Invested heavily for initial learning curve
•
Close communication with the vendor
•
Build and market modules and verticals now on the exchange
Page 28

29. Page 29

30. Meet us at booth #307
Page 30