Sugar Crm Marketing Industries Presentation 5 Platform
- 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