| Date post: | 25-Jul-2015 |
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How the Sugar Box Integration
Fundamentally ChangedOne Company’s
Core Business Processes
How the Sugar Box Integration
Fundamentally ChangedOne Company’s
Core Business ProcessesPresenters:
Jeff White, General Manager, SDI InsulationJake Buttikofer, Account Executive, FayeBSG
December 2014
Presenters:Jeff White, General Manager, SDI Insulation
Jake Buttikofer, Account Executive, FayeBSGDecember 2014
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
AGENDAa brief introduction
IntroFayeBSG OverviewOur Sugar Integrations
SDI Insulation Intro
Box DemoQ & A
Review
1
Document storage challenges faced by SDI InsulationRequirements of their CRM integration solutionImplementation experienceBenefits of the Sugar Box Integration
Q & A
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
• 25+ Years of experience• More than 400 clients• SugarCRM Platinum Partner• Additional Partnerships
with: Act-On, Sage ERP and NetSuite
• In-house programming and support team
• Offices in CA and NY
IntroFayeBSG Overview
• Focus on CRM, Accounting, ERP and Custom Solutions
• Hundreds of successful accounting, ERP, and CRM software implementations and integrations
• Integrations for ERP, Marketing Automation, Cloud Storage, VOiP and Project Management
2
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
FayeBSG Sugar Integrations and Products
What we made
Sugar BoxIntegration
Sugar ConstantContact
Integration
Sugar QuickBooksIntegration
Sugar IntacctIntegration
Sugar JiRAIntegration
Sugar SageIntegration
Sugar Authorize.N
etIntegration
Sugar ShoreTelIntegration
Sugar NetSuite
Integration
Sugar Act-OnIntegration
3
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
Introduction
4
• Jeff White, General Manager • About SDI
• Industry• Location• Employee Size• Key Differentiator
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
Challenges
5
• Challenges facing SDI Insulation• Description of systems used
before Box + Sugar• How Sugar was used• How Box was used
• Solution needed
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
Implementation
6
• Implementation Experience• Customizations• Use case
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
Biggest Wins?
7
• How has life been different post integration?
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
Box + Sugar
Demo Time!
8
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
QUESTION AND ANSWER SESSION
Q & A 9
FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…
CONTACT USWAYS TO GET HOLD OF US
5950 Canoga Avenue, Suite 615Woodland Hills, CA 913675950 Canoga Avenue, Suite 615Woodland Hills, CA 91367
Jake Buttikofer: 818-280-4825Jake Buttikofer: 818-280-4825
[email protected]@fayebsg.com
http://www.fayebsg.comhttp://www.fayebsg.com
LinkedIn.com/company/faye-business-systems-group-inc.
LinkedIn.com/company/faye-business-systems-group-inc.
Twitter.com/FBSGTwitter.com/FBSG
10
370 Lang RoadBurlingame, CA 94010370 Lang RoadBurlingame, CA 94010
[email protected]@sdi-insulation.com
http://www.sdi-insulation.comhttp://www.sdi-insulation.com
