SUGARCRM INTEGRATED SOLUTIONS: A RECIPE FOR SUCCESS

John Bernard

EVP, North America

OSSCube

@OSSCube #SugarCon

Agenda

• Introducing OSSCube– What we do– How we make it happen– What makes us different

• SugarCRM Based Business Operation Systems– Dynamic Web Personalization – Customer acquisition– Case studies:

– Rapidly growing business– Growth through acquisition– Enterprise

• Summary

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INTRODUCING OSSCUBE

Executing with excellence

Introducing OSSCube

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• Global solutions provider• Develop integrated enterprise business Solutions –

Open Source– CMMI Level 3, ISO 27000– Continuous Delivery for fast, predictable projects

• Flexible Delivery Model– Support Projects or Staff Augmentation– Rapid Development “Swat Teams”

• Scale up or down as required

OSSCube: What We Do

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We make our customers heroes

Read the full article here

We Solve Your Problems

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• Improve customer experience• mobile first!

• Reduce TCO and time to market• Application modernization and integration• Increase productivity• Enhance business processes• Meet regulatory requirements• Increase revenue• Help you sleep better at night!

Practice Areas

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• PHP- World’s only Zend Center of Excellence• CRM- SugarCRM Platinum Partner• CMS- Drupal, Pimcore• E-Commerce- Magento• Marketing Automation- Act-On • BPM and Workflow- ProcessMaker• BI and Data Integration- Pentaho and Talend• BigData- Hadoop, Cloudera • Enterprise mobile and web applications• SEO and Social media services• Database

Integrated Business Solutions

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OSSCube Delivers

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• One of the world’s largest global SugarCRM Platinum Partners– Much more than an application installer!

• Leading the charge for:– Integrating Sugar into enterprise solutions– SFDC migrations

• Hundreds of successful projects – Startup-Fortune 500– 18 Countries

• Experience to eliminate the risk of change

Orametrix Testimonial

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We’ve reduced our costs by 60% and were able to improve our data quality by moving from SalesForce.com to SugarCRM …

…Our service provider, OSSCube exceeded my expectations! Delivery was very fast and they were extremely responsive to any issues uncovered during UAT. We're looking forward to reaping the benefits of SugarCRM long into the future.

Phillip Getto, CTO, Orametrix

DYNAMIC WEB PERSONALIZATION(Customer acquisition)

Make Easy Money!

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• Complete customer acquisition solution• Seamlessly integrate best of breed applications

– CRM – Sugar– Marketing Automation – Act-On– Content Management - Drupal

• Dynamically adapts content to audience– Improved conversion rates– Shorter sales cycles

Act-On Marketing Automation

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• All-in-one integrated marketing suite– Helps marketers tie inbound, outbound and nurturing

programs together: greater ROMI– Create, manage, and report on multi-channel

marketing programs• E-mail, web, mobile, and social

• Out-of-the-box Sugar and Drupal integrations• No duplicate leads!• Full synchronization with Sugar database

Act-On Platform

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Recent Act-On Accolades

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– Forrester Wave™ Leader: Lead-to-Revenue Management Platform Vendors (2014)

– Frost & Sullivan Entrepreneurial Company of the Year (2014)

– Forbes list: America’s Most Promising Companies (2013)

– Inc. 500 List of America’s Fastest Growing Private Companies (2013)

– Deloitte Technology Fast 500 (2013)

OSSCube Delivers

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• Act-On Platinum Partner• Hundreds of successful integrated solutions

– Boardroom Events– BFS

• Deep competencies in – CRM– CMS– Marketing Automation– BPM and Workflow

CASE STUDY: BOARDROOM EVENTS

(Rapidly growing)

Overview

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• Founded in 2007 by ex-Gartner employees• Boardroom Events creates best-in-class

business development and networking experiences for tech industry leaders– Mid-Market CIO Forum– Enterprise Mobility Forum

• Collecting valuable data• Planning considerable growth

Situation

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• Zoho and HubSpot– Unable to seamlessly integrate applications– Unable to analyze and leverage data

• Missing business opportunities• Poor data quality, integrity• Low productivity, manual processes• High costs

Solution

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• Phase 1 - Sugar V7 and Act-On– Seamless integration– Enhanced business processes– Increased productivity– Lower cost

• Phase 2 – BI and reporting– Leverage additional business opportunities

Benefits

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• Significant improvement in team productivity • Higher data quality and integrity• Improved team collaboration• Open new business opportunity to leverage data• Now investing in technology (vs. spending)• Technology can now support business growth

targets

OSSCube Delivers

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• Meet short term challenges by migrating from Zoho/HubSpot to Sugar/Act-On

• Develop application architecture to support growth initiatives

• Provide phased development and support plan • Trusted advisor role for technology to support

growth plans

CASE STUDY: CU SOLUTIONS

Growth through acquisition

Overview

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• CU Solutions Group Serves over 5,000 credit unions and leagues nationwide

• Offers essential solutions in four key areas:– Marketing– Technology– Membership enhancements– Performance management.

• Offices in Michigan, Utah, California and Kansas

Situation

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• Existing solution only offered local access– Negative impact for employees not in the office

• Disparate databases and applications caused by acquisitions– GoldMine, SFDC, SugarCRM – Negative impact on productivity

• Sales was not able to see global account view• IT Help desk was stand alone application

Solution Goals

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• Standardize applications and processes– Consolidate 8 databases– Provide global customer view for sales

• Scalable Single CRM database with integrated:– IT help desk– Event registration– Website access– Online forms– Printing services

• Provide web based access– 120+ users – and growing!

CRM Solution

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• Evaluated– Goldmine, Microsoft Dynamics, SageCRM,

SalesForce.com, SalesLogix, SugarCRM

• Sugar was the Winner!– Ability to host in-house– Flexible and customizable– Web capabilities

Benefits

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• Improved customer experience– Registrations, forms, printing, etc.

• Scalable solution: supports growth and distributed workforce

• Coordinated sales process• Reduced IT support requirements• Enjoying hard and soft cost savings

OSSCube Delivers

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• Sugar customization and integration• Developed mobile apps• Custom application development

“We are highly satisfied with OSSCube. Their broad knowledge and experience helped us to

solve some very complex challenges and to meet our program goals”

Tim Bohlman, CTO, CU Solutions

CASE STUDY: BLUE BOOK BUILDING AND CONSTRUCTION NETWORK

(Enterprise)

Overview

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• 100 year old company– Connects owner organizations with contractors– Leader in technology innovation

• Product and service offerings to include free tools that are helping the entire industry improve its workflow - from design through post-construction

• Over 250 field construction professionals working to support their local construction community

Situation

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• Construction companies are typically technology laggards• Results in less than optimal business operations

and efficiency• Defined Project Pipeline to continue innovation

leadership position• Needed a technology partner to make this

happen

Blue Book Testimonial

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“We choose OSSCube because of their broad experience and successful track record of building

custom enterprise level applications”

“The use of open source technologies was also very important to give us the flexibility to meet

our unique requirements and help keep the costs to our customers as low as possible”

-Mark Griswold, CIO- The Blue Book Building and Construction Network 

Technology Challenges

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• Building a scalable application to support 50,000+ users based on a cloud implementation of Sugar

• Integration with multiple legacy and third party apps• Building support of multiple formats for different lead

sources• Building a complex search module to pull data from

multiple sources• Queue management of proposals for faxes, etc.• Creating new instances of Sugar on the fly

Lessons Learned

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• Investing time in understanding how to bring real value to customers is critical in defining an innovative product

• Choose a technology partner with the experience, knowledge and scalability to take on unprecedented challenges

• The mix of on-site and virtual resources provided the flexibility to quickly scale the team up or down as necessary

• Building on an existing platform was more cost-effective and facilitated faster time to market

Contractor Benefits

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• Streamlined internal processes• Improved customer experience and

responsiveness• Win more business by better understanding costs

and delivery objectives• Better manage internal business• Reduced internal overhead by using a cloud-based

solution

OSSCube Delivers

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“The members of the development team have consistently delivered their requirements on time

and on budget with excellent customer service. The OSSCube team is a valued and trusted partner”

-Matthew Moyers, Project Pipeline Product Manager for The Blue Book Building and Construction Network

For more about this project, you can read the whitepaper here

IN CONCLUSION

Dedicated to Making You a Hero

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• More than just an application installer• World Class integrated business solutions

HOW CAN WE HELP YOU?

Contact

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Brian Land, Central and Western RegionE-mail: brian@osscube.comMobile: 512-670-8430

John Thomson, Eastern RegionE-mail: john.Thomson@osscube.comMobile: 845-598-3759

John Bernard, EVP, North AmericaE-mail: john@osscube.comMobile: 732-710-1548

facebook.com/OSSCube @OSSCube linkedin.com/company/OSSCube

Website: www.osscube.comE-Mail: info@osscube.comPhone: 1-888-724-8898

THANK YOU

@OSSCube #SugarCon