SugarCRM Enterprise Edition Advantages

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SUGAR ENTERPRISE ADVANTAGESSeptember 2015


Sugar Enterprise Edition Benefits

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


ADVANCED WORKFLOW


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


Orchestrate Customer Interactions

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


Create Powerful, Visual Workflows


Communicate Status with Process Engine


Communicate Status with Process Engine

Part of process that is complete

Part of process that is not yet complete


Create Complex Rules Without Coding

Business sets up conditions for corresponding actions


Automate Notification to Individuals

• Customizable templates

• Send emails to users• Notify of next

best action or next step in process


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


ROLES-BASED VIEWS


For Sales For Service

Personalize the User Experience

• Customize individual CRM views based on specific tasks and needs


MULTI-LINE ITEM OPPORTUNITY MANAGEMENT & FORECASTING


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


CUSTOMER SELF-SERVICE PORTAL


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


ADDITIONAL STORAGE AND SUPPORT


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

SugarCRM Enterprise Edition Advantages

Software

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