iZeno SMS Module for SugarCRM 6

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iZeno SMS Module for SugarCRM 6Benny Ng

Director, Business Development

iZeno

Copyright 2010@iZeno Pte Ltd

Key Business Benefits

Enhance sales person productivity and improve customer intimacy with Company/Sales person.

SMS alerts to sales person on the move on assignment of leads for quick follow up. Send thank you SMS after appointment with customers. Send greeting to customer on their birthday via SMS.

Increase customer satisfactions and lower churn rates. Keep customer informed of any updates to their cases/feedbacks. Send reminders to customers on renewals/next service date.

Sales

Customer Support

Improve returns from Marketing campaigns send personalized SMS (for promotion,events) to targeted receiptents. Eg. Sending SMS to leads where a call is made for the past 2 weeks.

Marketing

Better collaboration among co-workers Task assignment and acceptance can be done viaSMS. No need for mobile broadband access for people on the move.

Collaboration


Overview

The SMS module allows you to send SMS within SugarCRM.

Basic Features ~ Available

Create and send SMS to a single contact/leads from Detail view.

Create and send SMS to multiple contacts/leads from List view.

Send Quick Message to a phone number (like creating a email/task)

SMS Template Creation

Advanced Features ~ Available

SMS Campaigns using SugarCRM Campaign Module and Target Lists.

Campaign Statistics and Dashboards

Automated SMS alerts defined by workflows management.

Dynamic fields customisations in SMS Template


Overview (Cont’d)

Administrator ~ Available

SMS Activity log and audit trails.

Roles access Control

Gateway settings (can work with any SMS gateway provider)

Field Selector ~ enables any fields (standard/custom) to be the phone number as the SMS receipients.

Define relationship of SMS modules and other modules.

Future Features

Two-way SMS.


Create and send SMS to single contact

Click to send SMS

Click onto the mobile phone icon to trigger message sending box.

Message box shows you the number of characters in the SMS.


Create and send SMS to multiple contacts

Step 1

Search and select the contacts to receive SMS.

Step 2

Click onto the compose SMS action button.


Create and send SMS to multiple contacts

Step 3

Input SMS message to be sent to multiple conytacts.


Create and send SMS using SMS Templates

Select SMS Template to use SMS Template allows insert of variables .


SMS Integration to Workflow management

Define the condition of workflow.

Create alerts and actions to be taken when workflow is being triggered.

Eg. When a sales opportunity is being won, a SMS will be sent to the delivery team for processing.


Adminstration

Define the SMS Gateway settings.

Modules to use SMS.

Fields that can be used as a SMS Phone number.


Value Propositions

Work with any SMS Gateway providers –Local or Global.

Tight integration with SugarCRM Workflow, Core modules,custom modules and role access.

Use of SugarCRM Import wizard for upload of contacts lists/SMS receipents.

Using SugarCRM 6.0 award winning User interface and customisations platform.

Almost zero learning curve for existing SugarCRM users and administrators.

FLEXIBILITY INTEGRATED EASE OF USE


Do You Have Any Questions?

Need clarifications? Email To [email protected]


THANK YOU VERY MUCH

LIVE DEMO NOW!!!

iZeno SMS Module for SugarCRM 6

Technology

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