Improving Business Processes with SugarCRM

Holly Hunt CRM & Data Manager, Pure360

About Pure360 Improving results together

•  Helping organisations get the best results from their email and SMS marketing.

•  Client portfolio of over 1,500 organisations.

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

1a) Customisation: focal call module

1a) Customisation: focal call module

1b) Customisation: de-duping system

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member 10 data a day →  Prompt if leads left “Assigned” →  Missing data field prompts →  Lapse lead if call two weeks out of date →  Prompt if opp becomes out of date →  Automate tasks based on package

3) Reporting

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

4) Integration opportunities

•  Gmail •  Zendesk •  Facebook and Twitter •  PureResponse

Integration opportunities: Zendesk Customer Services and Support Ticket Software

Twitter dashlet

Pure Response

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.

Email Marketing Solutions

Summary

•  Consistency •  Time saving •  Better data •  15% consultation uplift