1. Flexing Sugar Platform
IBM Sametime Unified Telephony and
SugarCRM
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2. Joshua Schrager
CEO, www.VoiceRite.com
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3. VoiceRite
Founded in 1986 by Joshua Schrager in Miami, Florida. In 1986. VoiceRite
today is a worldwide company which has been a leader in Unified
Communications systems.
Today VoiceRite has moved its focus to the IBM ICS Brand. Building on their
capabilities for Sametime, Sametime Unified Telephony Connections, Portal, E-
forms, and Commerce and to support the entire Collaboration Solutions
portfolio.
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4. The Problem
 Many Salespeople do not feel incented to ensure
CRM data is accurate or timely:
 A Salesperson taking on new territory does not have
accurate customer contact information.
 Companies do not have accurate cost of sales. How many
phone calls and meeting it takes to sell product A vs. B
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5. The Solution
 We created a solution that makes it easier for the
salesperson to put the correct information into the
CRM.
 We automate the flow of sales data to capture
customer and opportunity details as part of the
salesperson’s workflow.
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6. The Benefits
 It Improves SugarCRM usage.
 It improves the accuracy of sales cost metrics by
capturing more sales calls.
 It makes the salesperson more efficient by surfacing
relevant CRM data during customer communications.
 It strengthens customer relationships by improving
the quality of information captured from phone calls.
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7. The ROI: XYZ company
 Before our solution the notes for 10 out of 100 calls
made it into the CRM.
 After our solution the notes for 50 out of 100 calls
make it into the CRM.
 40 additional calls per opportunity x 50 opportunities
per year x 100 sales people = 200,000 additional
pieces of information for Business Intelligence.
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8. Continued
 The old win ratio was 50%
 Pipeline value: 100 salespeople x 50 opportunities x
$10,000 x 50% win ratio = $25,000,000
 The new win ratio is 55%
 Pipeline value: 100 salespeople x 50 opportunities x
$10,000 x 50% win ratio = $27,500,000
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9. Submit Session Feedback
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10. #SCON12
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