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Integrated
Customer Service Management

     SugarCRM and OTRS
What you will learn in this session:


• How to meet business needs with best source
  solutions.

• How to connect OTRS and Sugar to gain the full
  benefits of seamless cross system integration.

• How to keep your customers happy and provide
  your sales force with complete customer
  information.
Agenda:


• it-novum
• integrated processes
• details
  –   accounts and contacts
  –   contracts
  –   tickets


• live
• conclusion
• questions
IT-NOVUM: Your Partner for
Open Business Solutions
 >65 employees
                                          Covering the complete
 ø 20% annual growth                          value chain
 >60% external customers, medium
 and large enterprises               Design and
                                     Architecture              Projekt Management
 branches in the D-A-CH* region                                     and Consulting
 datacenter of KAP-AG
 synergies & inovation                                „Best-Source“
                                    Rollout
 according to concern affiliation
                                    and Training
                                                             Integration and
                                                                  Interfaces
                                     Support and
                                     Subscription
                                                        Hosting and
                                                    Managed Services
it-novum Solutions
                                        Frontend & Portale
                                Office-Solutions, Browser, mobile devices



                         Dashboards, Key Figures, Reporting and Analysis
Data integration
 and -transfer




                                                                            Customer
                   CRM          ECM               ERP               ITSM     spec..




                                   Workflow & Prozess Engine
                                            Infrastructure
                                    OS, Hardware, Data Base, Backup, …
Open Minded Business Solutions –
the Magic Triangle with IT-NOVUM

                ITIL, ROI,
                  €,SLA
                   etc.


                             Best Source as basis for
                                     business process
              BUSINESS                     optimization
             TECHNOLOGY      to close the gap between
                             technology and business

               integration
              cooperation
Integrated processes

Gain benefits by using integrated processes:
  – seamless business processes
  – broad information
  – save time
  – avoid faults
  – increase in efficiency
  – improve in quality
  – save costs


• Use the best source approach with it-novum.
Accounts, contacts and contracts
Contract details and SLAs
Contract details and SLAs
Contract details and SLAs
Customers (OTRS)
Customers (OTRS)
Tickets I
Tickets I
Tickets II
Tickets II
Tickets III
Tickets III
Conclusions

 SugarCRM and OTRS
  –   Seamless process integration
  –   Manage customer and contract data in Sugar
  –   Automated transfer of data into OTRS
  –   Manage your tickets in OTRS
  –   Create new contacts in OTRS
  –   Tickets are displayed in Sugar
 Benefits
  –   Relevant information about customers in Sugar and in OTRS
  –   Manage your data just once
  –   Avoid faults and save time
  –   Increase efficiency
  –   Improve quality
Sugar – OTRS




               Q&A
Thank you very much!
            Infos, WhitePapers, Webinars etc.
                    www.it-novum.com
Contacts:                    it-novum GmbH

• Uwe Eilers                   info@it-novum.com
• +49-661/103-986              Fon:+49-661/103-333
• uwe.eilers@it-novum.com
                               Edelzeller Strasse 44
                               36043 Fulda

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Integrated Customer Service with SugarCRM and OTRS

  • 2. What you will learn in this session: • How to meet business needs with best source solutions. • How to connect OTRS and Sugar to gain the full benefits of seamless cross system integration. • How to keep your customers happy and provide your sales force with complete customer information.
  • 3. Agenda: • it-novum • integrated processes • details – accounts and contacts – contracts – tickets • live • conclusion • questions
  • 4. IT-NOVUM: Your Partner for Open Business Solutions >65 employees Covering the complete ø 20% annual growth value chain >60% external customers, medium and large enterprises Design and Architecture Projekt Management branches in the D-A-CH* region and Consulting datacenter of KAP-AG synergies & inovation „Best-Source“ Rollout according to concern affiliation and Training Integration and Interfaces Support and Subscription Hosting and Managed Services
  • 5. it-novum Solutions Frontend & Portale Office-Solutions, Browser, mobile devices Dashboards, Key Figures, Reporting and Analysis Data integration and -transfer Customer CRM ECM ERP ITSM spec.. Workflow & Prozess Engine Infrastructure OS, Hardware, Data Base, Backup, …
  • 6. Open Minded Business Solutions – the Magic Triangle with IT-NOVUM ITIL, ROI, €,SLA etc. Best Source as basis for business process BUSINESS optimization TECHNOLOGY to close the gap between technology and business integration cooperation
  • 7. Integrated processes Gain benefits by using integrated processes: – seamless business processes – broad information – save time – avoid faults – increase in efficiency – improve in quality – save costs • Use the best source approach with it-novum.
  • 20. Conclusions SugarCRM and OTRS – Seamless process integration – Manage customer and contract data in Sugar – Automated transfer of data into OTRS – Manage your tickets in OTRS – Create new contacts in OTRS – Tickets are displayed in Sugar Benefits – Relevant information about customers in Sugar and in OTRS – Manage your data just once – Avoid faults and save time – Increase efficiency – Improve quality
  • 22. Thank you very much! Infos, WhitePapers, Webinars etc. www.it-novum.com Contacts: it-novum GmbH • Uwe Eilers info@it-novum.com • +49-661/103-986 Fon:+49-661/103-333 • uwe.eilers@it-novum.com Edelzeller Strasse 44 36043 Fulda