Sugar – Integration with you Existing Systems

John Malone– Provident CRM

Introductions - John Malone

•  Director Provident CRM

•  President SugarCRM European Alliance

•  Contact: john@providentcrm.co.uk

Agenda

Introduction to Provident 1

Integrations 2

Bespoke 3

Q& A Session 4

Provident Team

•  Established 2000 •  SugarCRM Partner since 2007 •  Offices

–  London –  Manchester –  Dublin –  Mullingar

Partnerships

Business Partner Member

Integration ERP CMS/Portal E-Mail-Marketing

Office Email Integration Online Meetings

Telefonie Social Business Special Projects

SAP, AS400, Sage Accounts, MS Nav

Wordpress Drupal Joomla

MS Exchange

CTI BI Bespoke

Retail - Magento Integration (Mothercare)

•  Screen

SugarCRM PRO Plugins (Bundled)

•  Word •  Excel •  Outlook •  Lotus Notes (Ent +) •  iPhone •  iPad (Corp +) •  Android •  Blackberry (Corp +)

Sugar Outlook

Sugar Word

Sugar Excel Plugin

Sugar Lotus Notes Plugin

•  Screen

Google Maps Integration

Google Maps – using iFrames •  http://maps.google.com/maps?

q={pr_location_latitude_c},{pr_location_longitude_c}&output=embed

Provident Cloud CTI

•  Any PBX / Phone •  No CapEx •  CTI in minutes

•  DEMO

Provident Cloud CTI - Reporting

Provident Cloud CTI - Reporting

Avaya AES Trixbox/Asterisk Integration

•  Click-2-Dial •  Screen-Pop •  Call Logging •  Reporting

Sugar Social Connectors

Sugar Connector for Twitter

Sugar Connector for LinkedIn

Google Apps Integration

SugarCRM Bespoke Integration

•  SOAP & Rest APIs •  SSO / SAML •  LDAP Integration (Active Directory) •  ETL via SSIS / Talend / JitterBit •  QlickView Integration •  Direct Database (Stored Procedure etc)

Qlikview BI Integration

Pre-packaged connector with standard functionaly to manage and drive up your activity: Ø  Portfolio Analysis Ø  Commercial Pipeline Ø  Distribution of customers and business Ø  Sales targets analysis and forecasts Ø  Several selections comparison Ø  Analysis of users activities Ø  Support business analysis Ø  KPI Ø  Navigating through data Ø  Statistics

Sage Accounts Integration

SugarCRM View of Sage Accounts Data

AS400 – SugarCRM ETL

Thank you! – Questions Please

Contact: Provident CRM Ltd John Malone 0161 6602996 john@providentcrm.co.uk www.providentcrm.co.uk