Lunch and Learn May 19th at Keens Steakhouse with Act-On, SugarCRM & W-Systems

Lunch and Learn at Keens Steakhouse, with Act-On, SugarCRM & W-Systems

Thursday, May 19, 2016

Lunch and Learn Agenda

• 12:00 - 12:30pm Registration

• 12:30 - 12:45pm SugarCRM Overview and Presentation

• 12:45 - 1:00pm Act-On & W-Systems Corporate Overviews

• 1:00 - 1:30pm Act-On Demonstration

• 1:30 – 1:45pm BREAK

• 1:45 - 2:15 pm The Dynamic Duo (Sugar + Act-On)

• 2:15 - 3:00pm Networking and Q&A

© 2016 SugarCRM Inc. All rights reserved.

Our Vision

MAKE EVERY CUSTOMER RELATIONSHIP

EXTRAORDINARY

Market 360

Customer Loyalty

Growth

Business 360

Sales Coaching

Cross Channel

Customer 360

Simplify Common Tasks

Social Collaboration

Mobile

Easy To Use

Fast to Deploy

Simple to Maintain

Innovate and

Grow

Manage and

Execute

Coverage and

Productivity

Adoption and

Agility

Hierarchy of Needs...


SugarCRM Company Highlights

3

23Quarters of consecutive

Growth

Only company solely focused on making every customer relationship extraordinary.

1.5M+Users

120+Countries

40%+CAGR last

3 years

500+Employees, strong global

presence

200+Deployment

Partners Worldwide


Why Sugar is the Right CRM

Empowers Individuals

• Consistent interface across all devices• Consumer-grade user experience, enterprise-grade functionality• Advanced workflow and collaboration tools orchestrate complex interactions• Contextual intelligence from internal and external data sources within a single dashboard

Most Adaptable

CRM Platform

• On-premise, private cloud, public cloud deployment• Easily integrates with global enterprise applications and data sources• Most highly customizable platform based on open technologies• Full source code access and single code base across all environments

Greatest Business

Value

• Simple, predictable pricing with no hidden fees or forced upgrades• Less expensive to customize and integrate• Includes Sales, Service and other core CRM capabilities in one price• Lower long-term TCO: lower data and API costs due to flexible cloud options

Solely focused on making every customer relationship extraordinary.


Sugar PurePrice™: Unparalleled Value

One Price

§ Sales, marketing, support automation

§ No separate “clouds”

§ Same price for cloud or on-site deployment

No Hidden Fees

Low TCO

§ Customize without penalty

§ No mobile upcharge

§ Integrate freely

§ Clear, predictable pricing

§ Unlock strategic vision


OVUM: IBM Adoption of Sugar = “User-centered CRM”

IBM's Adoption of Sugar: A Lesson in Global Implementation IBM's agile, collaborative, user-centered approach wins over 80,000 sales people

"CRM implementations, especially where they touch the sales force, have proved to be an adoption graveyard for many organizations. Most failures can be traced to management looking at CRM in the wrong way. In these instances, the desire to command and control the wildcats of sales takes precedence over the fundamental purpose, which is to help sales people foster deeper bonds with customers to drive greater lifetime value, as well as increased customer relevance."

© SugarCRM Inc. All rights reserved.

06/08/

2015

Forrester: SugarCRM the “Modern CRM”

“The Modern CRM” Kate Leggett May, 2015

AlignYour CRM Strategy With Your Customer Experience Strategy

FocusCRM Outcomes on Revenue Uplift, Not Operational Efficiencies

LeverageCRM to Effortlessly Support the End-to-End Customer’s Journey

UseCRM to Deeply Personalize Engagement

ExtendCRM Beyond its Traditional Footprint by Leveraging Integrations

Combatthe CRM “Hate Factor” by Engaging CRM Users Simply and Easily

“Modern CRM” Approach in Tight Alignment with SugarCRM Strategy

Sugar exemplifies “Modern CRM” more than any other vendor IBM, Hillel, Fordham University, Cells4Life, Redglaze – 5 out of 12 examples cited

7


Reader Poll: Sugar is the Best CRM –By Far

Sugar Wins PC Mag 2015 Business Choice Award

Sugar Wins top rating in international reader poll in every category:Overall Satisfaction, Reliability, Tech Support and User Recommendations


Technology Partners Extend the Solution

ENTERPRISE APPLICATIONS PRODUCTIVITY

APPLICATION INTEGRATION & MANAGEMENT

REPORTING & ANALYTICS

MARKETING SALES SERVICE & SUPPORT

9

FindabilitySciences Technology

AdvisorsSymphony

Act-On Corporate Background

• Founded in 2008 initially backed by Cisco and WebEx

• Headquartered in Beaverton, Oregon

• 2nd Fastest growing marketing automation company on the 2014 Inc. 500/5000 list

• Frost & Sullivan Marketing 2014 Automation Company of the year

• Top 10 Most Evaluated Marketing Automation Company (TrustRadius)

Act-On NYC Event

i♥marketing Roadshow - June 2nd at the W Hotel in NYChttp://wsyste.ms/acton-nyc-june2

Join Act-On CEO Andy MacMillan at a complimentary, half-day marketing workshop, followed by cocktails at the W hotel in NYC. Seats still available!

W-Systems Background

• SugarCRM Elite Partner• Offices in NY, NJ • Worldwide Top 5 Partner• Sole focus on CRM Since 1996• 700 CRM Deployments over almost 20 Years• 37 Staff members focused solely on

SugarCRM• Development is done In House - No

Outsourcing• 95% renewal rate• Integration Specialists

DemonstrationBrandon Contreras

Manager, Global Channel Development

The Dynamic Duo:SugarCRM and

Act-On Marketing Automation

Agenda

• CRM and Marketing Automation: • When and Why Do You Need Both?• Feature Set Demonstration• Solution Pricing• Q&A

WHEN do you need both CRM and Marketing Automation?

• You need CRM to manage individual customer facing processes such as sales and support

• You need Marketing Automation to consolidate multiple digital marketing tools beyond email

• You need both when you have separate customer sales and marketing teams

Marketing Automation vs Email Marketing

• Email marketing is only one of many tools a marketer works with – it can be done in CRM or simple email services such as MailChimp or Constant Contact.

• Marketing automation attempts to bring all the tools a marketer needs into one combined platform to share data.

EmailMarketing

WebsiteVisitorTracking

WebinarManagement SocialMedia

WebsiteFormsCapture

NonEmailMarketing

Why Sugar and Act-On?

• Sugar and Act-On have very deep integration between the Marketing Automation and CRM toolset.

• Integration speeds the sales process • Integration provides a direct feedback loop

to marketing from the sales team

Act-On and SugarCRM Interaction Points

LandingPages

Forms

Leads ContactsOpportunities

Lists

TargetLists

InteractionsClicks/Visits

Upd

ates

Notes

RevenueAttribution

Dashboards

Act-On Marketing Automation

• Website Landing Pages• Lead Capture Forms• List Management• Email Broadcasting• Website Visitor Tracking• Lead Behavior Scoring• Website Asset Download Tracking• Social Media Post Tracking• Webinar automation (WebEx & GotoMeeting)• Automated Long Term Email Programs

Act-On W-Systems Lead Capture Forms

• Quickly place many lead capture form on web pages

• Instant post to SugarCRM

• Auto assign leads to sales reps or to inside sales groups

Act-On List Management: Real-time Sync to Sugar

Act-On List Management: Maintain List Segments

Act-On List Management: Control Which Fields to Sync

Act-On Automated Campaigns: Sequential Messages

Act-On Automated Campaigns: Example

WhitepaperDownload

ConfirmationEmailwithlink

toasset

Recordedwebinaronsametopic

eBookonsimilartopic

CorrespondingInfographic

Act-On Lead Scoring

• Track leads engagement with your digital content

• Assign scores based on lead demographics and job titles

• View detailed lead behavior in Sugar

Act-On Lead Scoring Example

Behaviour PointValue

Visitordownloaded theHowDoWeCompareToOurCompetitionwhitepaper

5

Visitorbrowsed companywebsitemultiple timesinthepast7days

5

Visitordownloaded theEvaluationGuide 5

VisitorisalreadyaleadintheSugarCRM 4

Visitorclickedoncompany'sJobswebpage. -5

Act-On in Sugar

Solution Pricing