an overview of sugarcrm
DESCRIPTION
SugarCRM is an innovative and affordable CRM (Customer Relationship Management) solution that automates your core sales, customer service and marketing processes. SugarCRM is designed for every individual who engages with customers: sales professional, marketers, customer support agents and executives. Loaded is an Australian SugarCRM Platinum Partner, providing consulting, implementation, integration, customisation, hosting and support services.TRANSCRIPT
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An Overview of
SugarCRM
Enabling Successful Customer Relationships with CRM
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The Case of the
Missing Zero
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Largest addressable market opportunity in software
Source: Worldwide CRM Applications 2012 - 2016 Forecast (IDC)
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CRM potential
918 Million Corporate Accounts 450 Million
Customer Facing
3.6 Billion Email Accounts
18 Million CRM Users
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The CRM challenge
For every 1 person using CRM today, there are 25 other people who face the customer and are not using CRM.
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Who does CRM benefit?
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CRM Market: The Case of the Missing Zero
Years
Billion $ Market
Million Users
Million Users
20
200
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Why?
• CRM solutions were designed for the manager
• NOT for the individual
• And, they are too expensive to deploy to every customer-facing employee
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How do we fix this
and close the gap?
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Focus on the two constituents of CRM
The Customer
The User
Creating Customer Experts
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About SugarCRM
• Complete all-in-one CRM solution – no additional licence fees for
additional modules (eg marketing)
• 3rd largest global CRM Provider by seats (Forrester)
• SugarCRM defined as a ‘visionary’ (Gartner 2013)
• IBM Global Alliance Partner ( IBM has 70K+ Sugar users)
• 1.2M+ users, 80,000+ organisations
• Open platform providing unmatched flexibility and adaptability
to business needs, and ease of integration with other applications
• Value for money: annual licence fees up to 50% cheaper than
alternate CRMs
• Customer’s choice of hosting solution – Sugar cloud; other cloud
based options; on your premises
Leader Position in CRM
for Midmarket - July
2012
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Clear and simple pricing
Range of editions to meet your needs
No hidden fees or forced upgrades
Our Focus: Innovation and Value
Designed for the individual
Ubiquitous experience on all devices
Relevant insights on every screen
Open, extensible integration architecture
Sugar UX™
Sugar PurePrice™
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Innovation Flexibility
Value
SugarCRM advantages
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Innovation
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Flexibility
Public
Partner
Private
Vendor
Sugar On-Demand
Choice of Ecosystem
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Value
*Based on Enterprise edition and 100 users
>$230k license savings
Several additional hidden fees
Requires multiple products for marketing, sales, and support
0
100000
200000
300000
400000
500000
600000
700000
800000
900000
1000000
SugarCRM TheCompetition
3 Year Total Cost of Ownership*
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Sugar PurePrice: Unparalleled Value
One Price
• Sales, marketing, support automation
• No separate “clouds”
No Hidden Fees Low TCO
• Customize without penalty
• No mobile upcharge
• Integrate freely
• Clear, predictable pricing
• Unlock strategic vision
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Analysts agree Gartner Magic Quadrant - 2013
Significant movement; validation as a CRM Visionary
Ab
ility
to
exe
cute
Completeness of Vision
Challengers Leaders
Visionaries Niche Players
Salesforce.com
Oracle’s (Siebel CRM)
Microsoft (Dynamics CRM)
SAP (CRM)
SAP (cloud for sales
NetSuite
Pivotal
Sales
SageCRM
Zoho
Microsoft (Dynamics CRM Online)
Oracle Fusion Sales
Swiftpage
CRMnext
SugarCRM continues to innovate
Strength in mobile device, User Interface & social technology strategy
Attractive, easy-to-understand pricing model
Flexible customization environment
Open industry-standard technologies
Cloud-neutral strategy
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Successful customers - multiple verticals Consumer Goods &
Retail
Insurance Media
Manufacturing / Logistics
Technology Healthcare
Education / Services
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Rich Integration Ecosystem REPORTING
MARKETING
PLATFORM and INFRASTRUCTURE
SALES SUPPORT
CORE SYSTEMS REPORTING & ANALYTICS
MARKETING SALES SUPPORT
BACK-END SYSTEMS
INFRASTRUCTURE & INTEGRATION
CORE SYSTEMS SOCIAL & COLLABORATION
CONTACT CENTER & TELEPHONY
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Sugar 7
every customer
every user
every time
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Products that align with your needs
Professional
$35/user/month
Full-featured CRM With single team
focus
Community
Free/Open Source
Developer Platform
Free Evaluation
Enterprise
$60/user/month
Advanced CRM With enterprise,
matrix organization support
Ultimate
$150/user/month
Advanced CRM With advanced
services and support
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SugarCRM for
Sales
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Key sales challenges
Maximizing sales growth
Increasing individual rep. productivity
Leveraging a single system
Alignment in execution
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SugarCRM offering
CHANNELS
Sales
Call Center
Web
Partners
REPORTING
Dashboards Marketing Analytics
Sales Trends Case
Reports Customer
Profiles
MARKETING
Multi-channel Campaigns
Campaign Wizard
Web-to-lead Form
Email Marketing
Lead Management
COLLABORATION
Email Client Project
Management
Wireless & Office Client
Outlook Plug-In
Activity Managemen
t
PLATFORM
Role Managemen
t Workflow
Custom Fields
Module Loader
Dashlets
Access Control
Layout Editor
Module Builder
Homepage Layout
Exchange Apps
SALES
Opportunity Management
Contact Management
Forecasting
Account Management
Quotes & Contracts
SUPPORT
Case Management
Inbound Email
Bug Tracking
Knowledge Base
Self-Service Portal
CORE SYSTEMS
ERP
Accounting
Billing
Office Systems
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Maximize sales growth
• Single page access to
everything you need to know
on the account
• Customer intelligence on
every screen, for every user
• Integrations with social
media and external
enrichment streams
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Increase individual productivity
• Integrated quota analytics
based on forecasting ‘what if’
scenarios
• Analytics based on neglected,
aging, and most active deals
• Activity analytics show what’s
trending and requires follow
up
• Social integration flags
account activity
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Leverage a single system
• Integrated with quota and
pipeline intelligence
• Automatic forecasting based
on deal tagging
• Inline editing, rapid access, and
no UI latency
• Pulls back information based
on data entered
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Align across the organisation
• In context activity streams centralize intelligence about the account
• Document sharing in the context of doing business
• Access to top influencers and contact patterns
• Social UX: tag, filter, share, and pin what’s relevant
• Help create a single source of truth around customer data; improve data quality
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SugarCRM for
Support
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Key support challenges
Rapid respond to customer needs
Monitoring all customer channels
Delivering consistent service
Using tools to increase individual productivity
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SugarCRM offering
CHANNELS
Sales
Call Center
Web
Partners
REPORTING
Dashboards Marketing Analytics
Sales Trends Case
Reports Customer
Profiles
MARKETING
Multi-channel Campaigns
Campaign Wizard
Web-to-lead Form
Email Marketing
Lead Management
COLLABORATION
Email Client Project
Management
Wireless & Office Client
Outlook Plug-In
Activity Managemen
t
PLATFORM
Role Managemen
t Workflow
Custom Fields
Module Loader
Dashlets
Access Control
Layout Editor
Module Builder
Homepage Layout
Exchange Apps
SALES
Opportunity Management
Contact Management
Forecasting
Account Management
Quotes & Contracts
SUPPORT
Case Management
Inbound Email
Bug Tracking
Knowledge Base
Self-Service Portal
CORE SYSTEMS
ERP
Accounting
Billing
Office Systems
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Rapid, individualised customer insight
• Single pane access to all
pertinent customer data
• Relationship engine identifies
hot spots, trouble spots
• Open architecture seamlessly
integrates with external systems
for true 360-degree view of the
customer
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Monitor all customer channels
• Seamless integration of social channels for proactive support
• Understand your customers as individuals across touch points: phone, email, web, social
• Self-service customer portal integration to drive down costs
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• In context activity streams centralise intelligence about the case and account
• Document sharing in the context of doing business
• Social UX: tag, filter, share, and pin what’s relevant
• Powerful workflow standardizes support best practices
• Create a single source of truth surrounding customer history
Deliver consistent service
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• Activity streams drive adoption and collaboration – with little learning curve
• Social UX: tag, filter, pin and share what’s relevant
• Inline editing, rapid access to customer data, and low latency drive adoption and employee satisfaction with the system
Use tools to increase productivity
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SugarCRM for
Executives
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Key executive challenges
Driving overall business growth
Increasing CSAT and retention
Better reporting and analytics
Making CRM a competitive advantage
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SugarCRM offering
CHANNELS
Sales
Call Center
Web
Partners
REPORTING
Dashboards Marketing Analytics
Sales Trends Case
Reports Customer
Profiles
MARKETING
Multi-channel Campaigns
Campaign Wizard
Web-to-lead Form
Email Marketing
Lead Management
COLLABORATION
Email Client Project
Management
Wireless & Office Client
Outlook Plug-In
Activity Managemen
t
PLATFORM
Role Managemen
t Workflow
Custom Fields
Module Loader
Dashlets
Access Control
Layout Editor
Module Builder
Homepage Layout
Exchange Apps
SALES
Opportunity Management
Contact Management
Forecasting
Account Management
Quotes & Contracts
SUPPORT
Case Management
Inbound Email
Bug Tracking
Knowledge Base
Self-Service Portal
CORE SYSTEMS
ERP
Accounting
Billing
Office Systems
REPORTING
Dashboards Marketing Analytics
Sales Trends Case Reports Customer
Profiles
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Drive overall business growth
User-first
• Customer intelligence for every user on every screen
• Powerful forecasting and true pipeline management drives predictable results
• Seamless mobile edition keeps users productive on the go
• Social UX: drive increased collaboration
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Increase satisfaction and retention
• Single-pane access to all pertinent customer information
• Seamless account and case history – empower support agents
• Collaboration and workflow tools drive best practices
• Reporting tools provide management visibility – drive predictable results
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Improve reporting and analytics
User-first
• Drive data quality with a single, centralised customer data repository
• Built-in data quality checks ensure only consistent, quality data resides in the CRM
• Powerful reporting tools keep your finger on the pulse of your revenue pipeline
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Make CRM a competitive advantage
• Lowest total cost of ownership in the market drives long-term value
• Fast-to-deploy, fast to ROI
• One price for core sales, marketing, support automation
0
100000
200000
300000
400000
500000
600000
700000
800000
900000
1000000
SugarCRM Competition
3 Year Total Cost of Ownership* (TCO)
*Based on Enterprise edition and 100 users
>$230k license savings
Several additional hidden fees
Requires multiple products for marketing, sales, and support
![Page 45: An overview of SugarCRM](https://reader033.vdocument.in/reader033/viewer/2022052618/554f386fb4c90572088b4d8f/html5/thumbnails/45.jpg)
SugarCRM for
IT / CIO
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Key IT/CIO challenges
Keeping users and management happy
Increasing ROI on IT spend
Shifting business and inf. requirements
Vendor responsiveness
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SugarCRM offering
CHANNELS
Sales
Call Center
Web
Partners
REPORTING
Dashboards Marketing Analytics
Sales Trends Case
Reports Customer
Profiles
MARKETING
Multi-channel Campaigns
Campaign Wizard
Web-to-lead Form
Email Marketing
Lead Management
COLLABORATION
Email Client Project
Management
Wireless & Office Client
Outlook Plug-In
Activity Managemen
t
PLATFORM
Role Managemen
t Workflow
Custom Fields
Module Loader
Dashlets
Access Control
Layout Editor
Module Builder
Homepage Layout
Exchange Apps
SALES
Opportunity Management
Contact Management
Forecasting
Account Management
Quotes & Contracts
SUPPORT
Case Management
Inbound Email
Bug Tracking
Knowledge Base
Self-Service Portal
CORE SYSTEMS
ERP
Accounting
Billing
Office Systems
PLATFORM
Role Management
Workflow Custom Fields
Module Loader
Dashlets
Access Control
Layout Editor Module Builder
Homepage Layout
Exchange Apps
COLLABORATION
Email Client Project
Management Wireless &
Office Client Outlook Plug-
In Activity
Management
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Ensure happy management and users
• User-first design
• Customizable UX and Intelligence Panes
• Social UX: monitor, learn and share what’s relevant right inside the Sugar UI
User-first
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Decrease total cost of ownership
• Go live quickly with Sugar’s highly intuitive configuration tools
• Create customized mobile experiences
• Configure or create intelligent widgets to drive business insight for every user
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Increase ROI
• One CRM – One Price
• No Hidden Fees
• Customise without penalty
• Integrate freely with legacy and third party data and apps
0
100000
200000
300000
400000
500000
600000
700000
800000
900000
1000000
SugarCRM Competition
3 Year Total Cost of Ownership*
*Based on Enterprise edition and 100 users
>$230k license savings
Several additional hidden fees
Requires multiple products for marketing, sales, and support
![Page 51: An overview of SugarCRM](https://reader033.vdocument.in/reader033/viewer/2022052618/554f386fb4c90572088b4d8f/html5/thumbnails/51.jpg)
Adapt to business and infrastructure requirements
Sugar Private Cloud
Sugar on Public Cloud
Sugar on Partner Cloud
Sugar On-Demand
Sugar On-Site
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About
Loaded
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At Loaded, we focus on delivering smart solutions to unlock your
customer relationship potential.
We utilise CRM, marketing automation and business intelligence software, and bring our business, marketing and technical expertise
to the task of designing, delivering & supporting the right solution for your organisation.
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About Loaded Smart solutions to unlock your customer potential.
• Founded in 1995 as a web development business.
• Delivering business impact through CRM, Web, Marketing Automation and Business Intelligence
solutions.
• Partnered with SugarCRM in 2005, attracted to open source model, flexibility and value. SugarCRM Gold
Partner since 2006.
• Broadened offering over last 7 years to encompass ‘total CRM journey’ with a wide range of CRM
integrations enabling business impact and ROI.
• Clients sectors include IT products and services; not for profit; financial services; accounting firms; retail;
manufacturing/wholesale; and federal and state government.
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Our offer – ‘total CRM’
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Loaded capabilities
Capabilities Why It Matters
SugarCRM Depth: in consulting,
development, training, infrastructure
• Deep knowledge of the application and its potential, at the functional
and technical level
CRM breadth: 30+ years in total CRM
experience
• Sound basis for advice and design solutions
• Provides rich inputs to our delivery processes – allows for on time, on
budget, quality, ‘no surprises’ implementations and deployments
Business strategy and execution:
top tier management consulting and
executive leadership experience
• Strategic and technical partners, to help ensure your CRM journey is
well planned and delivers organisational benefits at every stage
Technology depth and breadth:
delivering and supporting complex
integrations and deployments
• Able to support and maintain complex solutions over time for clients
• Deep experience in a wide range of integrations
CRM breadth & depth, backed by strategic, operational and technology expertise
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Our approach – total CRM journey
Sales
Marketing Sales
Marketing Sales Support
Marketing Sales Support
Integration
Marketing Sales Support
Integration
Social Collaboration
Marketing Sales Support
Integration
Marketing Auto Web
Portal Call Centre
Business Intelligence Reporting
Time
Co
mp
lex
ity Why a Journey?
• Deliver ROI at every stage
• Increase CRM adoption
• Deliver benefits faster
• Manage risk and cost
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How we work
Standard Steps
Standard Methods and Tools
Standard Deliverables
Pre Kick Off Scoping Implementation Handover
Uncover key pains, desired gains and
ROI targets.
Prioritization of pains and gains.
Use Cases. Solution Design.
Test cases linked to development tasks.
Code Review. Detailed Deployment
Methodology
Training. Documentation.
Enhancements / rollout / change mgmt roadmap.
Proposal Statement of Work Project Updates Progress Demos
Training Manual & Documentation
For each phase of work…
Rigorous process, backed by standard methodology and tools.
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Loaded serves clients across a range of sectors, from higher education to government; not for profit to financial services; information technology to retail.
Our clients
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Our partners Loaded partners with world leading technology providers to ensure we have the best software, infrastructure and supporting tools at our disposal, to support client needs.
SugarCRM is the world’s fastest growing CRM application. Recently named in the Gartner Magic Quadrant as a Visionary for Sales Force Automation
Pardot is a leading SAAS marketing automation tool
recently acquired by Salesforce.com
Hubspot is a comprehensive, all-in-one marketing platform
JasperSoft is a cloud based business intelligence application with an exciting entry-level solution offered in partnership with Amazon Web Services bringing enterprise level BI to any business
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About
Loaded Custom SugarCRM Solutions
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Order Management Solution
Powering, for example:
1. Event management
2. Membership management (new, renewals)
3. Product / service online sales (eg training courses; training materials)
One integrated solution architecture that enables a range of business processes
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1. Event management
Visits the website, views & selects event
SugarCRM
eCommerce
Financial accounting system
Payment Gateway
User is sent confirmation email
4 CRM is updated with user’s purchase / payment information and event registration details
3
2
Administrator sets up the event in CRM – creates event details; target lists; campaign and associated email templates
Administrator launches campaign in CRM
1
Payment is processed via secure gateway and to bank account
Payment info synced from financial accounting system to CRM
3
5
CRM populates events section of website with event details including pricing
The User Email sent with a unique link to website
Receives confirmation email
Pays to attend event
Powered by Loaded’s Order Management Solution
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2. New member registration
The User Completes membership form online
Reviews purchase in cart
Receives confirmation email
SugarCRM
Web/eCommerce
Financial accounting system
Pays online
Payment Gateway
User is sent confirmation email
4 CRM is updated with user’s purchase / payment information
3 Member details automatically created as new Contact in CRM through CRM/web integration
1
Payment is processed via secure gateway and to bank account
Payment info synced from financial accounting system to CRM
3
5
CRM populates shopping cart with member pricing details
2
Powered by Loaded’s Order Management Solution
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3. Membership renewals
The User Receives an email from Sugar with unique link
Visits the website
Receives confirmation email
SugarCRM
Web/eCommerce
Financial accounting system
Makes a purchase
Payment Gateway
4 CRM auto-generates target list based on renewal date.
Administrator checks detail (eg to allow manual overrides) and launches renewal Campaign
1
Payment is processed via secure gateway and to bank account
Payment info synced from financial accounting system to CRM
3
5
CRM populates shopping cart with member renewal details
CRM is updated with user’s purchase / payment information
2
3
Powered by Loaded’s Order Management Solution
User is sent confirmation email
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Promotions Solution
The User
Receives an email with a unique link to website
The user visits the website, and views page with special personalised offer
User completes checkout
Sugar CRM
Campaigns Module Manages email campaigns
Target Lists
Email Template
Leads/Contacts DB with
transaction history
Product DB
Promotions Module Manages promotion; used to
display website content
Promotions Purchase History Record of purchase referencing
user ID
Enabling segmented offers based on customer profile and history, involving integration of website with CRM & custom CRM module
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Event Management Solution
The User
An email is sent with a unique link to the website.
The user visits the website, enters details and registers and/or pays.
User submits or completes checkout, a registration record is created.
Sugar CRM
Campaigns Module Manages email campaigns
Target Lists
Email Template
Leads/Contacts
Products line items/
pricing
Events Module Manages events; used to display
website content
Event Registration Registration / Application /
Purchase
Integrating Website, Marketing campaigns, Event registration
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Sales Velocity – basic reports
Available for My Sales Velocity, My Team, All
Average, MIN, MAX elapsed time (in days)
To sales stage: Time to get to the stage from the previous stage
Run time filters on opportunity type, customer type, team/employee…
From sales stage: Time to get, from the stage, to another stage
Sales reporting enhancement tool tracking your speed of sales over time by sales stage to improve pipeline management and focus sales activities
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Sales Velocity – advanced reports
On these reports, we can observe that the elapsed time for each of the stages is far longer for lost opportunities than for won opportunities.
Management may take the decision to put alerts in place when, for example, the value proposition stage takes more than 20 days.
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CRM, Web and LMS platform
The User
User creates profile on website
User redirected to LMS, and submits scholarship application
Integrated solution to automate scholarship application processing, resulting in 300% increase in scholarships offered
Website
SugarCRM
Learning Management Platform (LMS)
User created in CRM 2
5
Assessor grades scholarship applications
3
Scholarships applications synchronises back to CRM
4 Admin manages scholarship portfolio
5
Emails are sent to award the scholarships
6
Active scholarships displayed on website
1
User receives email of the result of application for a scholarship
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About SugarCRM
plugins, add-ons & connectors developed by Loaded
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Email 2 Sugar A smart, automated email archiving tool for SugarCRM. E2S automatically archives sent and received emails in relevant Sugar modules, using email address matching.
• Automated email archiving to SugarCRM Lead, Contact, and Account modules
• Supports the same email clients that SugarCRM supports 'out of the box’
• Automatic email attachment filing and unread email notifications
Email is automatically archived to Lead, Contact & Accounts modules
The User Sends an email either from Sugar or from email client
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Org Charts for SugarCRM Visualise contacts in context for more effective selling
• Understand who’s who for all your Accounts and Opportunities
• Identify buyer roles like technical, influencers & decision makers
• Engage with the right people at the right time for each opportunity
Instantly visualises and identifies decision makers and influencers
The User Creates an Account or Opportunity in Sugar
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ABN and ACN Connectors for SugarCRMfor SugarCRM A fast and easy mean to retrieve publicly available information, including ABN (Australian Business Number) and ACN (Australian Company Number) for a given legal entity, inside your own SugarCRM application
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About
Loaded Credentials
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The Iconic
• Pre engagement business issues
o No single view of the customer causing the agents to spend more time on the phone than
necessary to solve the clients’ issues, and then having less time to cross sell products
o Inability to track previous customer interactions in one system
• Scoping outcome
o Single view of the customer and tracking of each customer interaction
o Proactively communicate (outbound) for cross and upsell opportunities
o Ability to build more rounded customer profile for marketing, segmentation and communications
• Business gains
o Better customer engagement to improve efficiency and increase revenue opportunities to
cross and upsell
SugarCRM solution design & implementation
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RMIT University
• RMIT Training
o CRM used to manage Training organisations’ sales process: including opportunity management,
products, quotes, workflows
• RMIT - Student Services Group
o Careers & Employment Unit: uses CRM to manage employer account details, and match
students with potential employment opportunities
o Equity & Diversity Unit: uses CRM to manage Schools Network Access Program
• RMIT - Engagement and Planning
o CRM manages and evaluates requests for IT projects / services
o Web integration with CRM, enabling requests to be submitted online and ‘scorecard’
functionality baked into the CRM enables automating scoring and hence prioritisation of
requests based on a complex formula
Provider of SugarCRM consulting, configuration, customisation and training services to RMIT University since 2009
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AMSA (Australian Maritime Safety Authority)
• Complex solution design to map CRM Contacts fields to meet Australian Standard AS 4590, a first for a
Federal Government agency.
• Integrated client / Loaded team delivered work for 3 groups of users using rapid sprint methodology.
• Complex deployment requirements with Loaded technical support provided to secure go-live and build
AMSA team skills (SugarCRM on Oracle; on premise hosting; technical environments; performance).
SugarCRM solution design & implementation
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ASF (Australian Scholarships Foundation)
• Innovative platform designed and built to power ASF’s operations.
• Integrated solution to automate scholarship application processing, resulting in 300% increase in
scholarships offered .
• Integrates SugarCRM, web ( Joomla) and learning management system (Moodle).
• Loaded has worked in partnership with ASF since early 2010.
• Platform now being extended to support 3rd party partners including Chief Executive Women and CSI /
Origin Foundation’s SRET research project.
• We provide ongoing support, hosting and platform advisory services as well as project delivery /
implementations.
Scholarships application, selection, management and marketing platform - design, development & integration
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Australian American Fulbright Commission
• Integrated CRM/web platform for the management of the Fulbright Commission’s alumni database and
marketing communications.
• Partnered with the Commission since early 2012.
• Developed an Alumni Portal and supported the delivery of a campaign to capture and update alumni
contact details.
• Provide ongoing enhancements to the platform (web, CRM), as well as support and training.
Integrated CRM / website platform
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Centre for Social Impact / PWC
Survey Data Cube
The PWC/CSI Community Index report was launched in Spring 2012 and presented findings from a survey of the CEOs of 500 economically significant Australian not-for-profit organisations. The survey captures the perceptions of CEOs in terms of the operating conditions for their organisations and their confidence in relation to future operations. This initiative is comparable to established for-profit business indices such as NAB’s Business confidence survey.
CSI Website
Sugar CRM (Account, Survey)
Survey Browser
CSI administrator
Loaded implemented an innovative platform based on SugarCRM, used as the database for the Survey Web browser. Organised as a Data Cube, the Survey Web browser allows the user to analyse (table, graph), export to excel and print the scores and answers using several categories and sub-categories: Industry, Size, Role… See more on http://www.communityindex.com.au
Innovative online platform based on SugarCRM
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Centre for Social Impact / PWC
• Based on SugarCRM, Data Cube organises dynamically, various survey outputs in tables and graphs depending on
the category and sub-category selected in the left menu and the filters, such as location, selected in the top menu.
See more on http://www.communityindex.com.au.
• The completely integrated architecture based on the SugarCRM platform allows the user to display the data using
complex queries without altering the performances / response time.
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Australian Home and Property Group
• Pre engagement business issues
o Disjointed and de-centralised sales processes and data capture / storage
o Sales: no follow up tracking, rely on sales reps to follow up to leads sent to them by email
o Call centre: entirely manual and paper based processes
• Business gains
o Dramatically improved sales and marketing effectiveness
o One central source of truth for all leads, contracts and accounts
o Automated lead generation, lead allocation and tracking
o One central tool for email marketing campaign, execution and reporting
• Next steps:
o Rolling SugarCRM to sister company
o Implementing customer care scripts for call centre
SugarCRM solution design & implementation
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Wipasnapa
• Custom design and development of consumer
web platform to share content, manage image
resizing, enable interactive template design and
image/content placement, and generate print
quality artwork.
• Included secure member portal, shopping cart
and payment gateway integration, and
database of artwork template designs integrated
with web front end.
Consumer web platform, member portal, and payment gateway integration
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Gloria Jean’s Coffees
• Gloria Jean’s Coffees website and ecommerce platform, designed
and built by Loaded was launched in April, 2013.
• With 94% of smartphone users researching products and services
online, the guest experience on mobile devices was also a key
consideration in the development of the site.
• The use of Responsive Design methodology has enabled an
optimal user experience for Guests whether on desktop, laptop,
tablet or smartphone device.
• See more at http://www.gloriajeanscoffees.com.au/ or watch
www.gloriajeanscoffees.com/temp/GJC_Website_FINAL_PC.wmv
Responsive Website
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Contact
1300 LOADED Email: [email protected]
Website: loadedtech.com.au
Address:
Ground Floor, 221 Miller Street,
North Sydney, NSW 2060. Australia