© 2015 SugarCRM Inc. All rights reserved.

SUGAR ENTERPRISE ADVANTAGESSeptember 2015

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Sugar Enterprise Edition Benefits

• Advanced Workflow• Role-Based Views• Multi-Line Item Opportunity Management & Forecasting• Customer Self-Service Portal• Additional Storage and Support Options

© 2015 SugarCRM Inc. All rights reserved.

ADVANCED WORKFLOW

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World-Class Workflow Integrated with CRMEasily Automates Business Processes

Marketing• Lead routing to Sales• Targeted drip campaigns

Sales• Approvals triggered from

mobile• Account handoff to Service• Region or role specific

views

Service• Enforcement of SLAs• Routing of support cases• Renewal handoffs to

Account Management

Finance/Admin• Expense report processing• Purchase request

approvals• Restrict access to financial

or forecasting data

Across Departments• Client onboarding• Document revisions• Notification of next steps

or in-process statuses

Across Systems• ERP• Marketing Automation• Call Center

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Orchestrate Customer Interactions

• Integrated across departments, devices and systems• Visual designer• Intuitive business rules editor• Visual status monitoring• Automated email notifications

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Create Powerful, Visual Workflows

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Communicate Status with Process Engine

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Communicate Status with Process Engine

Part of process that is complete

Part of process that is not yet complete

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Create Complex Rules Without Coding

Business sets up conditions for corresponding actions

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Automate Notification to Individuals

• Customizable templates

• Send emails to users• Notify of next

best action or next step in process

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Advanced Workflow Features

Visual designerOR logical operatorTrigger an action based on delta of timeApproval workflowsSequential and parallel workflowsVisual status monitoringConfigurable loop detectionStop/Cancel/Reassign running workflows

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ROLES-BASED VIEWS

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For Sales For Service

Personalize the User Experience

• Customize individual CRM views based on specific tasks and needs

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MULTI-LINE ITEM OPPORTUNITY MANAGEMENT & FORECASTING

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Multi-Line Item Opportunity Management & Forecasting

• Associate multiple line items with a single opportunity

• Each line item includes its own price, date, and probability

• Enables granular opportunity management and forecasting across all products/services

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CUSTOMER SELF-SERVICE PORTAL

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Customer Self-Service Portal Benefits

• Self-Service enabled through Sugar Customer Portal

• Customizable for branding and extensions

• Available via web and mobile• Provides multi-language

support• Delivers contextual knowledge• Enables escalation to agent• Creates common

understanding across agent and customer

• Limit 100 concurrent portal users in Sugar On-Demand

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ADDITIONAL STORAGE AND SUPPORT

© 2015 SugarCRM Inc. All rights reserved.

Additional Storage and Support Benefits

• Weekly Sugar On-Demand Secure Database Back-up• Sugar On-Demand Sandbox (2)• 60GB Sugar On-Demand Storage• Support for Oracle Database• Support for DB2 Database

© 2015 SugarCRM Inc. All rights reserved.