flexing sugar platform: session 7: turning crm inside out: using sugar as a hub for customer...
DESCRIPTION
CRM used to be just for employees, but revolutionary student housing company, Aspen Heights, has changed that assumption forever. With the help of Sugar Gold Partner BrainSell Technologies, Aspen Heights has implemented Sugar as a hub for their business. Residents can log into a customer portal and pay their rent, submit a support case and even see if their credit application has cleared.TRANSCRIPT
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.
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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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