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Openly Replacing ERPs with Sugar | SugarCon 2011
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Transcript of Openly Replacing ERPs with Sugar | SugarCon 2011
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Depends on your organization. Are you?
Small.
Medium.
Or Large.
The optimal solution for your needs...
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ERP
• Enterprise Oriented • Improve Coordination • Across Departments • IT driven • Business supported
ERP, CRM or both ?
CRM
• Customer Focused • Automate Sales • Sales & Marketing • Business driven • IT supported
Two of the most popular business systems that have some common features, but differing in most.
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The right ERP can enable efficiencies.
However, as we know, ERPs implementations can be complex; take and cost longer than expected.
ERPs can often be an overkill for some small to medium sized organizations...
Referenced to www.dilbert.com
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You can have Google Docs, blogs, or anything you'd like updated right in your CRM system so you don't have to log in anywhere else.
The goal is making it so people want to live in the system.
- Martin Schneider Director of Product Marketing, SugarCRM
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CRM solutions today are so much more than a resting place for notes and alerts for Sales Reps.
Widening Scope of CRM solutions.
ERP solu/on
CRM solu/on
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Flexing CRM platforms.
Social
HR
Project Management Sales Marke/ng
Workflow
Customer Service
Partner Channels
Knowledge Sharing Repor/ng
Management
Performance Management
Document Storage
Accounting Public Portals
3rd Party Systems Desktop
Integra/ons
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So how did this organization replace their homegrown legacy system with SugarCRM ?
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Customer Profile: Axis Systems
• Leading Solution Providers of Accounting Tools. • Extensive International Footprint. • Global Partners and Resellers.
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Frustrations with legacy system.
A homegrown inflexible, system that functioned as an ERP but was not scalable and could not be integrated across other new third party systems.
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The Solution.
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In addition to CRM functional flow...
CRM
Human Resources
Partner Program
Integra/on
Marke/ng
Evalua/ons Campaigns
Training Timesheet Recruitment Leave Management
Accoun/ng Website
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• Gathered Business Requirements • Mapped the ideal solution on SugarCRM • Customized SugarCRM Community Edition • Linked and migrated data from existing, desktop
based application to CRM. • Enhanced the Reporting module using SQL
server 2005.
Icreon helped Axis Systems leverage technology to enable efficiencies, insights, cost and time savings.
The Solution: What we did…
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Why SugarCRM ?
Mobile Device Accessibility
Web Based Access
Open Source Code
Modular Architecture
Plug & Play Modules
Strong Technical / User Community
Scalable
Complete Data Ownership: No governor limitations, e.g. no of API calls, etc.
Easy Integra/on with 3rd Party Systems / SoYware
No expensive hardware or soYware required.
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Partner Program.
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Efficiency for the Partner Channel.
• Track and evaluate performance of Partners • Central storage of Partner’s customer data • Cost savings for the Partner Program
AXIS
Partner Company1 Partner Company3
Partner Company2
Customer1.2
Customer2.1
Customer3.1
Customer3.2
Customer2.2
Customer1.1
Customer3.3
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The Hierarchy implemented in the CRM
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CRM Functionality.
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Quote Accepted?
Contract Signed?
Automa/c Invoice generates in CRM
Becomes Opportunity Yes
Progress with different sales stages
Assign leads by Lead pool and Load status of users
Users work on Leads
Prepare Quotes and send to customer
Customized Lead-to-Sale workflow.
No
Yes
No
Lead Closed / Dead
Revised Contract Prepared
Leads from website or entered manually
Quote ______ ____________
Contract ________________________
Invoice __________________
Customer Verifica/on ( new / exis/ng )
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Product Name*
Cost
Book Value
Currency
List Price
Unit Price Book Date
Purchased
CRM: Products and Pick Lists.
• Store information related to products available. • Emails sent to inform customers of new products. • Super admin can insert the product record which
will be available in Pick list in Leads module.
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Accounting.
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When customer pays against invoice: – It communicates with Accounting system through API,
that takes care of all accounting features. – Opportunity’s Sales Stage becomes Closed Won.
Admin: Generate reports for paid / pending invoices
Details from Opportuni/es
Accoun/ng S/W
Accounting: Features and Reports.
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Invoice generated in CRM on acceptance of contract by Partner Company customer
Associate to opportunity and send to the customer
Customer pays against invoice?
Details send to Accoun/ng S/W
Modifica/ons in the invoice
Opportunity closed
Yes
Yes No
Accounting: The Solution.
API
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Accounting: Invoice Generation.
• Partner Company User sends invoice to Customer • Customer pays the invoice • Opportunity sales “closes”
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Opportunities have Pick list for all products.
Accounting: Product pick lists.
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Human Resources
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A Solution for a hands-off HR process…
• High Staff Turnover • Constant recruitment drive • Repetitive recruitment process • Many commission only employees • Volume of staff to train, track and manage
Automating the HR process was critical for such a sales based organization where growth is enabled by the size and effectiveness of the sales team.
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CRM
Jobs posted by HR Manager
HR: Automating Job Applications.
• HR manager can add jobs in the CRM Jobs module • Applications are captured in the CRM Candidates Module
Screenshot of Sample Public site:
Applica/ons captured in CRM
Candidates Apply
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Candidate suitable?
Offer Made
Candidates Apply
Job Posted
Status? Modifica/on Done Rejected
Performance Review
Assign Team & Access to sec/ons of the CRM
Leave Management
Timesheet Entry System.
Modifica/on requested
Requirement Ini/ated
Approval?
Cancel Requisi/on
No
Integrating a complete HR Module.
Yes
No
Rejected
Not Interested
Yes
HR Management:
Automa8c Communica8on:
Rejec/on Email or Agreement Sent
Manual Interview Process
Custom Training Knowledgebase
Hired Candidates
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About Icreon
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• Global IT consultancy • A Decade in Business • Cross platform experience • Over 97% client retention • 350+ employees
About Icreon Tech Inc.
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Intuitive. Effective. And, Powerfully Simple.
A mission to deliver solutions that are
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? Questions
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Thanking you,
Himanshu Sareen, CEO / Founder [email protected]
Discover your Technology Differential @www.icreon.us