Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

Flexing Sugar Platform

Michael Lynton, Aspen Heights Sonja Fridell, BrainSell

Director of IT, @michaellynton, www.myaspenheights.com

General Manager, @brainsell, www.brainsell.net

©2012 SugarCRM Inc. All rights reserved.

Tweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved.

Tweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved.

Needs

• Central database of residents, vendors and guarantors

• Background & Credit Checks• Resident portal for:

o Online applicationso Logging of service requestso Rent Payments o Residents to request furniture, TVs, pet

clearance• E-signatures• QuickBooks Integration

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Sugar as a Hub

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Sugar as a Hub

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Credit & Background Checks

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Clearance Shows in Sugar

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E-Signatures

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QuickBooks Integration

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Resident Portal

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Cases Show in Sugar

©2012 SugarCRM Inc. All rights reserved.

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