1. Improving Business Processes
with SugarCRM
Holly Hunt
CRM & Data Manager, Pure360

2. About Pure360
Improving results together
• Helping organisations get the best results
from their email and SMS marketing.
• Client portfolio of over 1,500 organisations.

3. CRM at Pure360
• Using Community Edition for six years
• Upgraded to Professional Edition in May
2012
1. More studio customisation
2. Workflow automations
3. Reporting
4. Integration opportunities

4. 1a) Customisation: focal call module

5. 1a) Customisation: focal call module

6. 1b) Customisation: de-duping system

7. 2) Workflow automations
→ Assign sales member 10 data a day
→ Prompt if leads left “Assigned”
→ Missing data field prompts
→ Lapse lead if call two weeks out of date
→ Prompt if opp becomes out of date
→ Automate tasks based on package

8. 3) Reporting
• Tracking inbound lead usage
• Improving field completion rates
• Tracking KPI’s
• Analysing revenue by industry/lead source
• Maintaining key customer contact details

9. 4) Integration opportunities
• Gmail
• Zendesk
• Facebook and Twitter
• PureResponse

10. Integration opportunities: Zendesk
Customer Services and Support Ticket Software

11. Twitter dashlet

12. Pure Response
Email Marketing Solutions
Two way, real time, integration.
1. Send data from SugarCRM to
PureResponse in the click of a button.
2. Receive instant event notifications
from PureResponse via SugarCRM.

13. Summary
• Consistency
• Time saving
• Better data
• 15% consultation uplift