SugarCRM User GroupTopic: Merging Duplicates and Cleaner Data

EntryJuly 16th, 2013

About Epicom

- Off-site backup- HIPAA and PCI compliant

- Requirements gathering, documentation, and design- Data Migration & Mapping

Today’s Speakers

Aaron WineCustomer Advocate,

Epicomaaron@epicom.com

Amanda Anderson

Marketing Manager, Epicomamanda@epicom.com

Agenda

• News and Announcements

• SugarCRM Training on Merging Duplicates

• Tour of ActivePrime for Cleaner Data

• Q & A

News & Announcements

• QuickBooks Integration for SugarCRM– August 14th @ 10 AM (CST)– Live demo of Epicom’s QuickBooks

integration for SugarCRM. Sync invoices, outstanding balance, days aging, and more.

• Next SugarCRM User Group:– Sept. 19th @ 11:30 AM (CST)

Topic: 3 Steps to Better Campaign and Target List Management

SugarCRM TrainingMerging Duplicates

Active Prime

• Instantly catch duplicates before they are created

• Quickly identifies and categorizes duplicates for easy resolution

• Integration with SugarCRM– ActivePrime Search– CleanEnter– CleanCRM

Clean Search

Clean Data Entry

Clean Data Entry

Clean Data Entry

Clean CRM – Select Module

Clean CRM – Select From Reports

Clean CRM – Define Merge Rules

Clean CRM – Match Settings

Clean CRM – Choose Display Fields

Clean CRM – Categorized Report

Clean CRM – Categorized Report

Clean CRM – Categorized Report

info@epicom.com(512) 481-9000

www.epicom.com

Follow us on Twitter: @epicomcorp

Questions?