Using SAP ERP data within the CRM solution increases knowledge about customers, improves customer responsiveness and eases the preparation of quotes and handling of orders. it-novum developed methods and interfaces for bidirectional data exchange between SugarCRM and SAP ERP to boost your business by using existing data more efficiently and without maintaining that data twice. In this session, it-novum’s team will define the benefit gained by enhancing seamless business processes across underlying systems and provide an overview of the interface methods they employed.

1. Flexing Sugar Platform
Boost your business with the
intelligent integration of SugarCRM and SAP

2. Michael Kienle
Managing Director
Uwe Eilers
Head of CRM
it-novum GmbH
http://www.it-novum.com
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3. What you will learn in this session:
 How to meet business needs with best source
solutions.
 How to connect SAP and SugarCRM to gain the full
benefits of seamless cross system integration.
 How to enrich a given SAP structure with SugarCRM.
 How to win big accounts when SAP is the given ERP
system.
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4. Agenda
 it-novum
 challenges
 integrated processes
 live
 Conclusion
 benefits
 questions?
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5. it-novum: Your Partner for
Open Minded Business Solutions
 >65 employees
Covering the complete
 ø 20% annual growth value chain
 >60% external customers, medium and
large enterprises Design and
Architecture Projekt Management
 Branches in the D-A-CH region and Consulting
 Datacenter of KAP-AG „Best-Source“
Rollout
 Synergies & Innovation
and Training
according to concern affiliation Integration and
Interfaces
Support and
Subscription
Hosting and
Managed Services
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6. Open Minded Business Solutions –
the Magic Triangle with it-novum
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7. it-novum solutions
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8. End users‘ Challenges
 SAP is your ERP system
However, you are looking for alternatives to mySAP CRM
 You want a flexible CRM system which is
tightly integrated in your IT-landscape and processes
simple to customize
easy to work with
affordable
well accepted by the users
 You don‘t want
to put in your data twice
double work to maintain your data
tedious projects to build up a CRM system
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9. Partners‘ Challenges
 Most enterprises run SAP but still need a flexible
CRM solution – this is a huge opportunity for you!
 You want to offer a flexible, easy to use and
affordable solution to those customers?
 You want to deploy cross system processes for the
benefit of your customers?
 You have lost big accounts because you couldn‘t
integrate with SAP?
We show you how to get these deals…
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10. Integrated Processes
Gain benefits by using integrated processes:
seamless business processes
broad information
save time
avoid faults
increase in efficiency
improve in quality
save costs
 Use the best source approach with it-novum.
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11. Questions to answer
You have to answer some questions before you start
integrating ERP and CRM.
 Which data/processes will be taken into account?
adresses with accounting data
quotes and products
 What is the leading system?
adress data
quotes
 How to assure data integrity?
dublicates
Plausibility
 How to create smooth integration?
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12. General Customer Data
 Leading system - CRM or ERP?
adress management
dublicates
ERP-data (customer ID, terms of payment etc.)
 Transferring the data
check for dublicates
added value (accounting data)
 How can we create quotes?
create quotes in SugarCRM
synchronize data with SAP
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13. Information to share and exchange
between SAP and SugarCRM
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14. Avoiding Dublicates
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15. Products and Product Catalog
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16. Added Value
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17. About the Interface to SAP
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18. Sugar meets SAP
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19. Conclusions I
 Integrated cross system integration improves your
business.
Enter adress data in SugarCRM (e.g. as a lead).
Synchronizing this adress data with SAP
saves time
avoids faults
enriches SugarCRM accounts with data from your SAP system
Create quotes in SugarCRM.
Synchronizing these quotes with SAP
saves time
avoids faults
starts SAP processes
allows to work in one system
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20. Conclusions II
 ITN Connector CRM
integrated cross system business processes
general customers data management with dublicate check
creating quotes easily
 benefits
consistent data bases
manage your data just once
avoid faults and save time
increase in efficiency
improve in quality
improved customer responsiveness at lower costs
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21. Benefits for End Users
 SugarCRM is a flexible, easy to use CRM tool that
works with your SAP
make your system more flexible
keep system administration simple
get your data where ever you want (mobile/browser)
save costs
 seamless cross system solutions
manage your data just once
avoid faults
save time
save costs
get broad information from different systems at one glance
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22. Benefits for Partners
 win accounts with SAP/Sugar integration
 go for bigger companies where you usually find SAP
 use our interface
works as a stencil
just implement your customer‘s specific processes
 use our integrative approach for integrated processes
 sell cross system solutions – not software
 win accounts you couldn‘t win yet
 earn more money
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23. SugarCRM meets SAP
questions and answers
Find an it-novum Whitepaper and a Webcast
recording by searching „SAP Sugar“ on
www.sugarcrm.com
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25. #SCON12
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