How to multiply the value of SugarCRM with open source ERP by Paolo Juvara – CEO, Openbravo Andreu Bartoli – Vice President of Commercial Operations, Openbravo
How to multiply the value of SugarCRM with open source ERP
Nov 07, 2014
If you are reaping the benefits of using SugarCRM, you’re poised for further benefits by expanding your use of open source software, in particular, open source Enterprise Resource Planning (ERP). ERP is as essential to the success of businesses because it brings efficiencies to core business processes for retail, manufacturing, distribution, services and government organizations. Combined, open source CRM and ERP can provide any business with powerful control and visibility that increases efficiency and profitability.
Learn how to multiply the benefits you already realize with SugarCRM from the leading open source ERP, Openbravo.
Learn how to multiply the benefits you already realize with SugarCRM from the leading open source ERP, Openbravo.
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How to multiply the value of SugarCRM with open source ERP
by Paolo Juvara – CEO, OpenbravoAndreu Bartoli – Vice President of Commercial Operations, Openbravo
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The leading web-basedopen source ERP
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>1,970,000World-wide downloads to date
The most downloaded ERP on the planet
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A vibrant Community
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A sample of customers
Distribution
Manufacturing
Services
Public sector & non profit
Retail
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Highest Productivity
Business Agility
Openbravo 3 drives individual & organizational productivity
Sustained ROI
Openbravo 3 enables a culture of organizational responsiveness
Openbravo 3 changes the economics of ERP adoption for SMEs
Openbravo 3: a holistic vision for Agile ERP
• Operational (every hour and minute)
• Tactical – weekly to quarterly
• Strategic – across years
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Easy
Powerful
Fast & successful adoption by new and casual users
Integrated
UX that unlocks the full potential of your power users
Unleash the full potential of your organization
Operational: highest productivity
• Workspace • Role-based
• Multi-tab UX • Personalization
• Access to information • Collaboration• Accountability
• Spreadsheet UI
• Accessible
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Comprehen-sive
Modularity
Standardize non-differentiating processes with broad functionality
Upgradeable
Achieve a custom fit with commodity components
Maintain a best-fit implementation as your needs change
Tactical: business agility
• Localization• Operations• Accounting
• Packaged & Custom • Interoperable
• Model-driven • Automated• Formal Lifecycle
• Configurable
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Cost-effective
Web-based
Broad rollout that iseconomically feasible
Open Source
Broad rollout that ispractical and desirable
An ERP that you can truly make your own
Strategic: sustained ROI
• Deploy • Scale• Extend & Connect
• External users • Mobile users
• Control & Risk
• Cloud
• Transparency • Future proof
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Strategic: Highest Productivity
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Strategic: Highest Productivity
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Modular and Easy to Adapt /Upgrade
Over 320 Modules Currently Supported
Document Management
Audit Control
Easy Extensible Attributes
Intrastat
Multi-dimensional Tax Report
Electronic invoicing
Mass Invoicing
Mass Ordering
Inter-companyDocuments
Accruals and Deferrals
Booking Control
Timing of VAT Control
Accounting Tabs
DescriptionTemplates
Warehouse Transaction
Management
Initial Data Load
Interceptor Filter
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Growing Partner Ecosystem
Technology Integrations System Integrators
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3 Powerful Reasons to Integrate SugarCRM and Openbravo
1) Insight and Control into end-to-end business processes
2) Complete automation of order-to-cash
3) Improve customer satisfaction and lower your service costs
+
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Insight and Control
Insight into end-to-end business processes
• Across both organizational and international boundaries• Delivers a single source of truth for data. • Eliminates discrepancies and tension between sales and finance
Control of end-to-end business processes
• Unify price lists, discount policies, product SKUs to build consistency into business practices
• Eliminate billing mistakes, delays, returns, unexpected discounting, inconsistent price increases and more
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Complete business processes
Complete automation of order to cash
• Lead to opportunity to sales order > to invoice > to payment > to financial report
• Seamless integration of order fulfillment• Manage order changes and returns
Improve customer satisfaction and lower your service costs
• Achieve a true 360 degree view of your customers• Empower the whole organization to to provide outstanding customer service
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A packaged integration
Ready made integration
• Service oriented: based on web services• Complete• Accounts, products, price lists, orders• Extensible• Robust
+Powered by
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Come and see a video atBooth #307
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A packaged integration
+for
The case of Instituto Focan
• Spanish organization providing high-quality training• Above 300 on-line courses• Classroom training through 4 physical centers• Thousands of students every year
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A packaged integration
+for
The Challenges
• Access to and reliability of data• Academic and Teaching Mgnt.• Grants management• Annual budgets management• Personnel selection and mgnt.
…
• Growth • Sales performance• Marketing / Campaign mgnt.• “Source of truth” of information
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A packaged integration
+for
Solution
• Openbravo ERP including Order Management., Procurement and Warehouse Management, fully integrated with Accounting
• SugarCRM covering complete marketing and sales cycles• Connector SugarCRM - Openbravo ERP• Custom modules developed on top of Openbravo
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A packaged integration
+for
Solution – The connector
LeadsAccountsContacts
OpportunitiesCommercial Activities
Pre-registrationsTuitions
Campaigns
CoursesPre-registrations
TuitionsInvoicing
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A packaged integration
Results• Centralized and reliable data providing very insightful information• Process automation• Total control over the activity of the students, educational assessors
(salespeople), lecturers and other employees• Easy to use
"After the implementation of Openbravo ERP and its integration with SugarCRM, sales processes, course management, invoicing and personnel management have become much easier.“
Ibán Losada, Instituto FOCAN Director
+for
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A packaged integration
+Powered by
The Company
• Company providing business strategy solutions…• …leveraging on top Open Source technologies and vendors. • Highly skilled team (consultants, analysts and project managers)• Targets both the public and private sectors.• Gold Partner for both
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A packaged integration
+Powered by
Why combining Openbravo and SugarCRM? … both offered:
• Competitive functionality package at…• …competitive cost for SME’s market• Very robust platforms – highly reliable• High versatility to adapt to business processes • Up-to-date technology• Easy to adapt
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A packaged integration
+Powered by
Key Factors to a Successful Story
• Chose right partnerships (technology, business model and product offering)
• Hired consultancy knowledge (ERP and CRM)• High level of training (both technical and functional)• Invested heavily for initial learning curve • Close communication with the vendor• Build and market modules and verticals now on the exchange
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Meet us at booth #307
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