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An Overview of SugarCRM Enabling Successful Customer Relationships with CRM
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An overview of SugarCRM

May 10, 2015

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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.
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Page 1: An overview of SugarCRM

An Overview of

SugarCRM

Enabling Successful Customer Relationships with CRM

Page 2: An overview of SugarCRM

The Case of the

Missing Zero

Page 3: An overview of SugarCRM

Largest addressable market opportunity in software

Source: Worldwide CRM Applications 2012 - 2016 Forecast (IDC)

Page 4: An overview of SugarCRM

CRM potential

918 Million Corporate Accounts 450 Million

Customer Facing

3.6 Billion Email Accounts

18 Million CRM Users

Page 5: An overview of SugarCRM

The CRM challenge

For every 1 person using CRM today, there are 25 other people who face the customer and are not using CRM.

Page 6: An overview of SugarCRM

Who does CRM benefit?

Page 7: An overview of SugarCRM

CRM Market: The Case of the Missing Zero

Years

Billion $ Market

Million Users

Million Users

20

200

Page 8: An overview of SugarCRM

Why?

• CRM solutions were designed for the manager

• NOT for the individual

• And, they are too expensive to deploy to every customer-facing employee

Page 9: An overview of SugarCRM

How do we fix this

and close the gap?

Page 10: An overview of SugarCRM
Page 11: An overview of SugarCRM

Focus on the two constituents of CRM

The Customer

The User

Creating Customer Experts

Page 12: An overview of SugarCRM

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

Page 13: An overview of SugarCRM

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™

Page 14: An overview of SugarCRM

Innovation Flexibility

Value

SugarCRM advantages

Page 15: An overview of SugarCRM

Innovation

Page 16: An overview of SugarCRM

Flexibility

Public

Partner

Private

Vendor

Sugar On-Demand

Choice of Ecosystem

Page 17: An overview of SugarCRM

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*

Page 18: An overview of SugarCRM

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

Page 19: An overview of SugarCRM

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

Page 20: An overview of SugarCRM

Successful customers - multiple verticals Consumer Goods &

Retail

Insurance Media

Manufacturing / Logistics

Technology Healthcare

Education / Services

Page 21: An overview of SugarCRM

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

Page 22: An overview of SugarCRM

Sugar 7

every customer

every user

every time

Page 23: An overview of SugarCRM

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

Page 24: An overview of SugarCRM

SugarCRM for

Sales

Page 25: An overview of SugarCRM

Key sales challenges

Maximizing sales growth

Increasing individual rep. productivity

Leveraging a single system

Alignment in execution

Page 26: An overview of SugarCRM

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

Page 27: An overview of SugarCRM

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

Page 28: An overview of SugarCRM

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

Page 29: An overview of SugarCRM

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

Page 30: An overview of SugarCRM

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

Page 31: An overview of SugarCRM

SugarCRM for

Support

Page 32: An overview of SugarCRM

Key support challenges

Rapid respond to customer needs

Monitoring all customer channels

Delivering consistent service

Using tools to increase individual productivity

Page 33: An overview of SugarCRM

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

Page 34: An overview of SugarCRM

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

Page 35: An overview of SugarCRM

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

Page 36: An overview of SugarCRM

• 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

Page 37: An overview of SugarCRM

• 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

Page 38: An overview of SugarCRM

SugarCRM for

Executives

Page 39: An overview of SugarCRM

Key executive challenges

Driving overall business growth

Increasing CSAT and retention

Better reporting and analytics

Making CRM a competitive advantage

Page 40: An overview of SugarCRM

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

Page 41: An overview of SugarCRM

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

Page 42: An overview of SugarCRM

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

Page 43: An overview of SugarCRM

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

Page 44: An overview of SugarCRM

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

SugarCRM for

IT / CIO

Page 46: An overview of SugarCRM

Key IT/CIO challenges

Keeping users and management happy

Increasing ROI on IT spend

Shifting business and inf. requirements

Vendor responsiveness

Page 47: An overview of SugarCRM

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

Page 48: An overview of SugarCRM

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

Page 49: An overview of SugarCRM

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

Page 50: An overview of SugarCRM

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

Adapt to business and infrastructure requirements

Sugar Private Cloud

Sugar on Public Cloud

Sugar on Partner Cloud

Sugar On-Demand

Sugar On-Site

Page 52: An overview of SugarCRM

About

Loaded

Page 53: An overview of SugarCRM

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.

Page 54: An overview of SugarCRM

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.

Page 55: An overview of SugarCRM

Our offer – ‘total CRM’

Page 56: An overview of SugarCRM

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

Page 57: An overview of SugarCRM

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

Page 58: An overview of SugarCRM

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.

Page 59: An overview of SugarCRM

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

Page 60: An overview of SugarCRM

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

Page 61: An overview of SugarCRM

About

Loaded Custom SugarCRM Solutions

Page 62: An overview of SugarCRM

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

Page 63: An overview of SugarCRM

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

Page 64: An overview of SugarCRM

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

Page 65: An overview of SugarCRM

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

Page 66: An overview of SugarCRM

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

Page 67: An overview of SugarCRM

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

Page 68: An overview of SugarCRM

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

Page 69: An overview of SugarCRM

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.

Page 70: An overview of SugarCRM

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

Page 71: An overview of SugarCRM

About SugarCRM

plugins, add-ons & connectors developed by Loaded

Page 72: An overview of SugarCRM

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

Page 73: An overview of SugarCRM

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

Page 74: An overview of SugarCRM

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

Page 75: An overview of SugarCRM

About

Loaded Credentials

Page 76: An overview of SugarCRM

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

Page 77: An overview of SugarCRM

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

Page 78: An overview of SugarCRM

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

Page 79: An overview of SugarCRM

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

Page 80: An overview of SugarCRM

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

Page 81: An overview of SugarCRM

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

Page 82: An overview of SugarCRM

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.

Page 83: An overview of SugarCRM

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

Page 84: An overview of SugarCRM

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

Page 85: An overview of SugarCRM

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