flexing sugar platform: session 7: turning crm inside out: using sugar as a hub for customer...

15
Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations Flexing Sugar Platform

Upload: sugarcrm

Post on 15-May-2015

422 views

Category:

Business


0 download

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

Page 1: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

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

Flexing Sugar Platform

Page 2: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

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.

Page 3: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

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

Page 4: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

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

Page 5: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

Tweet: #SCON12

Sugar as a Hub

Page 6: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

Tweet: #SCON12

Sugar as a Hub

Page 7: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

Tweet: #SCON12

Credit & Background Checks

Page 8: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

Tweet: #SCON12

Clearance Shows in Sugar

Page 9: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

Tweet: #SCON12

E-Signatures

Page 10: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

Tweet: #SCON12

QuickBooks Integration

Page 11: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

Tweet: #SCON12

Resident Portal

Page 12: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

Tweet: #SCON12

Page 13: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

Tweet: #SCON12

Cases Show in Sugar

Page 14: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

©2012 SugarCRM Inc. All rights reserved.

Submit Session Feedback

Select the SugarCon Mobile App:

1. Tap on this session

2. Tap on survey

3. Submit your feedback

*Prizes for attendees who submit session feedback using the Mobile App

Page 15: Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

©2012 SugarCRM Inc. All rights reserved.

#SCON12