SlideShare a Scribd company logo
1 of 15
Flexing Sugar Platform



Turning CRM Inside Out: Using Sugar as a Hub
          for Customer Relations
Michael Lynton, Aspen Heights
       Sonja Fridell, BrainSell
        Director of IT, @michaellynton,
          www.myaspenheights.com
General Manager, @brainsell, www.brainsell.net




                                  ©2012 SugarCRM Inc. All rights reserved.
Tweet: #SCON12
                 ©2012 SugarCRM Inc. All rights reserved.
Needs
  • Central database of residents, vendors and
    guarantors
  • Background & Credit Checks
  • Resident portal for:
      o  Online applications
      o  Logging of service requests
      o  Rent Payments
      o  Residents to request furniture, TVs, pet
         clearance
  •   E-signatures
  •   QuickBooks Integration


Tweet: #SCON12
                                         ©2012 SugarCRM Inc. All rights reserved.
Sugar as a Hub




Tweet: #SCON12
Sugar as a Hub




Tweet: #SCON12
Credit & Background Checks




Tweet: #SCON12
Clearance Shows in Sugar




Tweet: #SCON12
E-Signatures




Tweet: #SCON12
QuickBooks Integration




Tweet: #SCON12
Resident Portal




Tweet: #SCON12
Tweet: #SCON12
Cases Show in Sugar




Tweet: #SCON12
Submit Session Feedback
        Select the SugarCon Mobile App:
        1. Tap on this session
        2. Tap on survey
        3. Submit your feedback

*Prizes for attendees who submit session feedback using the Mobile App




                                                       ©2012 SugarCRM Inc. All rights reserved.
#SCON12




          ©2012 SugarCRM Inc. All rights reserved.

More Related Content

Similar to Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations

Directid - Identity Verification direct from the bank to you
Directid - Identity Verification direct from the bank to youDirectid - Identity Verification direct from the bank to you
Directid - Identity Verification direct from the bank to you
James Varga
 

Similar to Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations (20)

Find IT & Marketing’s Common Ground: Make Your Site Faster
Find IT & Marketing’s Common Ground: Make Your Site FasterFind IT & Marketing’s Common Ground: Make Your Site Faster
Find IT & Marketing’s Common Ground: Make Your Site Faster
 
Building An Application On The SugarCRM Platform, OW2con'12, Paris
Building An Application On The SugarCRM Platform, OW2con'12, ParisBuilding An Application On The SugarCRM Platform, OW2con'12, Paris
Building An Application On The SugarCRM Platform, OW2con'12, Paris
 
Solving Biz Problems with SugarExchange: Session 3:
Solving Biz Problems with SugarExchange: Session 3: Solving Biz Problems with SugarExchange: Session 3:
Solving Biz Problems with SugarExchange: Session 3:
 
Bringing CRM into the Contact Center
Bringing CRM into the Contact CenterBringing CRM into the Contact Center
Bringing CRM into the Contact Center
 
Solving Biz Problems With SugarExchange: Session 4:
Solving Biz Problems With SugarExchange: Session 4: Solving Biz Problems With SugarExchange: Session 4:
Solving Biz Problems With SugarExchange: Session 4:
 
CRM 101: Session 8: Everybody Says They Want to Use CRM for Marketing, but no...
CRM 101: Session 8: Everybody Says They Want to Use CRM for Marketing, but no...CRM 101: Session 8: Everybody Says They Want to Use CRM for Marketing, but no...
CRM 101: Session 8: Everybody Says They Want to Use CRM for Marketing, but no...
 
5 Steps To Success In A Down Economy Contact Centre Li No Anim
5 Steps To Success In A Down Economy   Contact Centre Li No Anim5 Steps To Success In A Down Economy   Contact Centre Li No Anim
5 Steps To Success In A Down Economy Contact Centre Li No Anim
 
CRM 101: Session 6: Evaluating, Selecting, and Deploying the Right CRM Soluti...
CRM 101: Session 6: Evaluating, Selecting, and Deploying the Right CRM Soluti...CRM 101: Session 6: Evaluating, Selecting, and Deploying the Right CRM Soluti...
CRM 101: Session 6: Evaluating, Selecting, and Deploying the Right CRM Soluti...
 
2016: The Year to Align Marketing & IT Departments
2016: The Year to Align Marketing & IT Departments2016: The Year to Align Marketing & IT Departments
2016: The Year to Align Marketing & IT Departments
 
Directid - Identity Verification direct from the bank to you
Directid - Identity Verification direct from the bank to youDirectid - Identity Verification direct from the bank to you
Directid - Identity Verification direct from the bank to you
 
Hilton Grand Vacations’ Playbook for Oracle Migrations for Treasury and IT
Hilton Grand Vacations’ Playbook for Oracle Migrations for Treasury and ITHilton Grand Vacations’ Playbook for Oracle Migrations for Treasury and IT
Hilton Grand Vacations’ Playbook for Oracle Migrations for Treasury and IT
 
Mobile: Session 7: How to sync Sugar to Outlook, Mac and mobile devices
Mobile: Session 7: How to sync Sugar to Outlook, Mac and mobile devices Mobile: Session 7: How to sync Sugar to Outlook, Mac and mobile devices
Mobile: Session 7: How to sync Sugar to Outlook, Mac and mobile devices
 
Finoramin_Introduction-1-1.pdf
Finoramin_Introduction-1-1.pdfFinoramin_Introduction-1-1.pdf
Finoramin_Introduction-1-1.pdf
 
Skies Clear for Receivables Automation - Managing Electronic Payments in the ...
Skies Clear for Receivables Automation - Managing Electronic Payments in the ...Skies Clear for Receivables Automation - Managing Electronic Payments in the ...
Skies Clear for Receivables Automation - Managing Electronic Payments in the ...
 
Seven Reasons 7-Time NetSuite Partner of the Year Recommends Kyriba
Seven Reasons 7-Time NetSuite Partner of the Year Recommends KyribaSeven Reasons 7-Time NetSuite Partner of the Year Recommends Kyriba
Seven Reasons 7-Time NetSuite Partner of the Year Recommends Kyriba
 
SugarCon Speaker tim willoughby
SugarCon Speaker tim willoughbySugarCon Speaker tim willoughby
SugarCon Speaker tim willoughby
 
How to Use Tax Returns for Global Cash Flow with Multiple Pass-Through Entities
How to Use Tax Returns for Global Cash Flow with Multiple Pass-Through EntitiesHow to Use Tax Returns for Global Cash Flow with Multiple Pass-Through Entities
How to Use Tax Returns for Global Cash Flow with Multiple Pass-Through Entities
 
How Much Cash Will We Have: Perfecting the Cash Forecast
How Much Cash Will We Have: Perfecting the Cash ForecastHow Much Cash Will We Have: Perfecting the Cash Forecast
How Much Cash Will We Have: Perfecting the Cash Forecast
 
Globalizing Your Business Online
Globalizing Your Business OnlineGlobalizing Your Business Online
Globalizing Your Business Online
 
Solving Biz Problems with SugarExchange: Session 5: Use Sugar to Collect Tax ...
Solving Biz Problems with SugarExchange: Session 5: Use Sugar to Collect Tax ...Solving Biz Problems with SugarExchange: Session 5: Use Sugar to Collect Tax ...
Solving Biz Problems with SugarExchange: Session 5: Use Sugar to Collect Tax ...
 

More from SugarCRM

Leveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More RevenueLeveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More Revenue
SugarCRM
 

More from SugarCRM (20)

Lessons Learned: Building IBM's Next Generation CRM Architecture
Lessons Learned: Building IBM's Next Generation CRM ArchitectureLessons Learned: Building IBM's Next Generation CRM Architecture
Lessons Learned: Building IBM's Next Generation CRM Architecture
 
Business at the Speed of Social
Business at the Speed of SocialBusiness at the Speed of Social
Business at the Speed of Social
 
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
 
From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...
From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...
From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...
 
IBM's Social Business Transformation
IBM's Social Business TransformationIBM's Social Business Transformation
IBM's Social Business Transformation
 
How You Can Leverage Social Media to Benefit Your Entire Organization
How You Can Leverage Social Media to Benefit Your Entire OrganizationHow You Can Leverage Social Media to Benefit Your Entire Organization
How You Can Leverage Social Media to Benefit Your Entire Organization
 
Marketo's Secret Sauce: Smarter Marketing for Best Results
Marketo's Secret Sauce: Smarter Marketing for Best ResultsMarketo's Secret Sauce: Smarter Marketing for Best Results
Marketo's Secret Sauce: Smarter Marketing for Best Results
 
Informer: Multidimensional Reporting and Dashboarding for SugarCRM
Informer: Multidimensional Reporting and Dashboarding for SugarCRMInformer: Multidimensional Reporting and Dashboarding for SugarCRM
Informer: Multidimensional Reporting and Dashboarding for SugarCRM
 
Building Your Individual Brand; Expanding Your Sales Reach
Building Your Individual Brand; Expanding Your Sales ReachBuilding Your Individual Brand; Expanding Your Sales Reach
Building Your Individual Brand; Expanding Your Sales Reach
 
Mobilizing Your Sugar Instance
Mobilizing Your Sugar InstanceMobilizing Your Sugar Instance
Mobilizing Your Sugar Instance
 
Turn Big Data Into Actionable Insights With Sugar 7
Turn Big Data Into Actionable Insights With Sugar 7Turn Big Data Into Actionable Insights With Sugar 7
Turn Big Data Into Actionable Insights With Sugar 7
 
Close More Deals, More Quickly With 1:1 Marketing Automation in Gmail
Close More Deals, More Quickly With 1:1 Marketing Automation in GmailClose More Deals, More Quickly With 1:1 Marketing Automation in Gmail
Close More Deals, More Quickly With 1:1 Marketing Automation in Gmail
 
Leveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More RevenueLeveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More Revenue
 
SugarCRM Integrated Solutions: A Recipe for Success
SugarCRM Integrated Solutions: A Recipe for SuccessSugarCRM Integrated Solutions: A Recipe for Success
SugarCRM Integrated Solutions: A Recipe for Success
 
Top Ten Integration Targets for Sugar
Top Ten Integration Targets for SugarTop Ten Integration Targets for Sugar
Top Ten Integration Targets for Sugar
 
Simply Powerful Workflow for Sugar
Simply Powerful Workflow for SugarSimply Powerful Workflow for Sugar
Simply Powerful Workflow for Sugar
 
Crossing the Chasm – From Email Marketing to Marketing Automation
Crossing the Chasm – From Email Marketing to Marketing AutomationCrossing the Chasm – From Email Marketing to Marketing Automation
Crossing the Chasm – From Email Marketing to Marketing Automation
 
4 Add-on Products You Can't Live Without
4 Add-on Products You Can't Live Without4 Add-on Products You Can't Live Without
4 Add-on Products You Can't Live Without
 
Transforming Marketing Data into a Useful Sales Pitch
Transforming Marketing Data into a Useful Sales PitchTransforming Marketing Data into a Useful Sales Pitch
Transforming Marketing Data into a Useful Sales Pitch
 
How to Exceed the Expectations of Today's Digital Customers
How to Exceed the Expectations of Today's Digital CustomersHow to Exceed the Expectations of Today's Digital Customers
How to Exceed the Expectations of Today's Digital Customers
 

Recently uploaded

Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service BangaloreCall Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
amitlee9823
 
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
amitlee9823
 
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
dollysharma2066
 
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
amitlee9823
 
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabiunwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
Abortion pills in Kuwait Cytotec pills in Kuwait
 

Recently uploaded (20)

Call Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine ServiceCall Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine Service
 
A DAY IN THE LIFE OF A SALESMAN / WOMAN
A DAY IN THE LIFE OF A  SALESMAN / WOMANA DAY IN THE LIFE OF A  SALESMAN / WOMAN
A DAY IN THE LIFE OF A SALESMAN / WOMAN
 
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service BangaloreCall Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
Call Girls Hebbal Just Call 👗 7737669865 👗 Top Class Call Girl Service Bangalore
 
Call Girls Pune Just Call 9907093804 Top Class Call Girl Service Available
Call Girls Pune Just Call 9907093804 Top Class Call Girl Service AvailableCall Girls Pune Just Call 9907093804 Top Class Call Girl Service Available
Call Girls Pune Just Call 9907093804 Top Class Call Girl Service Available
 
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
Call Girls Electronic City Just Call 👗 7737669865 👗 Top Class Call Girl Servi...
 
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRLMONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
 
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
 
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
 
VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
 
RSA Conference Exhibitor List 2024 - Exhibitors Data
RSA Conference Exhibitor List 2024 - Exhibitors DataRSA Conference Exhibitor List 2024 - Exhibitors Data
RSA Conference Exhibitor List 2024 - Exhibitors Data
 
👉Chandigarh Call Girls 👉9878799926👉Just Call👉Chandigarh Call Girl In Chandiga...
👉Chandigarh Call Girls 👉9878799926👉Just Call👉Chandigarh Call Girl In Chandiga...👉Chandigarh Call Girls 👉9878799926👉Just Call👉Chandigarh Call Girl In Chandiga...
👉Chandigarh Call Girls 👉9878799926👉Just Call👉Chandigarh Call Girl In Chandiga...
 
Value Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and painsValue Proposition canvas- Customer needs and pains
Value Proposition canvas- Customer needs and pains
 
Call Girls in Gomti Nagar - 7388211116 - With room Service
Call Girls in Gomti Nagar - 7388211116  - With room ServiceCall Girls in Gomti Nagar - 7388211116  - With room Service
Call Girls in Gomti Nagar - 7388211116 - With room Service
 
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
Yaroslav Rozhankivskyy: Три складові і три передумови максимальної продуктивн...
 
The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case studyThe Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
 
Famous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st CenturyFamous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st Century
 
Pharma Works Profile of Karan Communications
Pharma Works Profile of Karan CommunicationsPharma Works Profile of Karan Communications
Pharma Works Profile of Karan Communications
 
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabiunwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
 
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptx
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptxB.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptx
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptx
 
Organizational Transformation Lead with Culture
Organizational Transformation Lead with CultureOrganizational Transformation Lead with Culture
Organizational Transformation Lead with Culture
 

Flexing Sugar Platform: Session 7: Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations