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member 10 data a day → Prompt if leads left “Assigned” → Missing data field prompts → Lapse lead if call two weeks out of date → Prompt if opp becomes out of date → Automate tasks based on package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