The document discusses four add-on products for SugarCRM: Map-to-Leads for mapping accounts and contacts, Duplicate Detection Manager for detecting duplicate records during imports, Advanced Support Manager for simplifying support case entry and tracking time on tickets, and Starfish ETL for connecting SugarCRM to other systems like ERP and marketing automation platforms and facilitating CRM migrations.

1. FOUR ADD-ON PRODUCTS YOU
CAN’T LIVE WITHOUT
Sam Biardo
Founder / CEO
Technology Advisors Inc
@sambiardo #SugarCon

2. Map-to-Lead
• Map Accounts,
Contact, Leads,
and Targets.
• Select distance
around an
existing account
or a zip code
2

3. Map-to-Leads
3
• Advanced
Filtering –
Filter on any
field in
Account,
Contact, and
Lead views

4. Map-to-Leads
4
• Dashboard view available on Main Dashboard as
well as Account, Contact, and Lead views

5. Duplicate Detection Manager
• Real-time
checking of
duplicates for
account and
contact
• Fuzzy Matching
5

6. Duplicate Detection Manager
• Detect
Duplicates
during an
import or
during off
hours
• Choose to
overwrite,
not import, or
add as new
6

7. Duplicate Detection Manager
• Also find
bad data
like invalid
email and
missing
fields during
an import
7

8. Advanced Support Manager
8
• Simplify
support
case entry
• Check in
and out of
tickets to
track time

9. Advanced Support Manager
• Filter knowledge
base articles
based upon the
problem
description
• Let the system
determine
support
resources based
upon the
problem and
their experience
9

10. Advanced Support Manager
• View open
support
contracts in
dashlets
10

11. Starfish ETL
11
• Connect information
between disparate
systems
– Instant connection of
OOTB data
– Quick customization
• CRM connections for:
– ERP
– Marketing automation
– Custom database
• CRM migrations
• SugarCRM server
side Email Integration

12. Starfish ETL
• Sync Account
/ Contact
• Sales History
• Invoice
History
• Open Orders
12

13. Starfish ETL
• Existing Starfish Integrations
13

14. Starfish ETL
14
• #1 in Customer
Satisfaction by
G2Crowd
• Rated High
Performer
• Considered best
price / performance

15. TECHNOLOGY ADVISORS GOAL
Improve your Sugar experience
15

16. THANK YOU
@sambiardo #SugarCon