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SugarCRM Platform ©2008 SugarCRM Inc. All rights reserved.
Create custom fields, objects and modules Design workflow processes to fit your business Control visibility and access at the field level 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 2 Create Powerful Business Processes Easily
Controls visibility and change privileges  Admin defines role and assigns employees to a role Protects sensitive information and ensures data quality 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 3 Role Management and Access Control
Controls information flow within the company Create custom processes based on company needs  Define alerts, triggers and actions to ensure follow-up  2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 4 Workflow
Studio wizards allows administrators to changes tabs, drop-down values, workflow rules and custom fields Drag-and-drop editor with preview and revert changes Fully upgradeable to newer versions 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 5 Layout Editor
Create your own custom module using Sugar Business Logic Associate multiple Sugar Objects (Projects, Accounts, Cases) in a single view Choose from hundreds of different projects across a broad range of categories from Sugar Exchange and Sugar Forge 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 6 Module Builder and Loader
Configure homepage to display only information relevant to your job   Create multiple dashlets based on Sugar modules or outside data sources Edit the information display of any dashlet 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 7 Homepage Layout and Dashlets
Start with SugarCRM within days Professional CRM system Easy to use Collaborate with other applications and databases Cost effective, no need to invest in: Servers Server software Databases Application managers Database managers Back-up  2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 8 Your advantage
2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 9 More information? Presentation - 0 Overview Presentation - 1 Marketing Automation Presentation - 2 Sales Force Automation Presentation - 3 Customer Support Presentation - 4 Reporting Presentation - 5 Platform Presentation - 6 Collaboration Marketing Industries BV Televisieweg 56 1322 AM  Almere The Netherlands Tel +31 36 536 72 33 www.marketingindustries.nl info@marketingindustries.nl

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Sugar Crm Marketing Industries Presentation 5 Platform

  • 1. SugarCRM Platform ©2008 SugarCRM Inc. All rights reserved.
  • 2. Create custom fields, objects and modules Design workflow processes to fit your business Control visibility and access at the field level 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 2 Create Powerful Business Processes Easily
  • 3. Controls visibility and change privileges Admin defines role and assigns employees to a role Protects sensitive information and ensures data quality 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 3 Role Management and Access Control
  • 4. Controls information flow within the company Create custom processes based on company needs Define alerts, triggers and actions to ensure follow-up 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 4 Workflow
  • 5. Studio wizards allows administrators to changes tabs, drop-down values, workflow rules and custom fields Drag-and-drop editor with preview and revert changes Fully upgradeable to newer versions 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 5 Layout Editor
  • 6. Create your own custom module using Sugar Business Logic Associate multiple Sugar Objects (Projects, Accounts, Cases) in a single view Choose from hundreds of different projects across a broad range of categories from Sugar Exchange and Sugar Forge 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 6 Module Builder and Loader
  • 7. Configure homepage to display only information relevant to your job Create multiple dashlets based on Sugar modules or outside data sources Edit the information display of any dashlet 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 7 Homepage Layout and Dashlets
  • 8. Start with SugarCRM within days Professional CRM system Easy to use Collaborate with other applications and databases Cost effective, no need to invest in: Servers Server software Databases Application managers Database managers Back-up 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 8 Your advantage
  • 9. 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 9 More information? Presentation - 0 Overview Presentation - 1 Marketing Automation Presentation - 2 Sales Force Automation Presentation - 3 Customer Support Presentation - 4 Reporting Presentation - 5 Platform Presentation - 6 Collaboration Marketing Industries BV Televisieweg 56 1322 AM Almere The Netherlands Tel +31 36 536 72 33 www.marketingindustries.nl info@marketingindustries.nl