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SugarCRM Box Integration

Date post:11-Jun-2015
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Box is a simple, scalable and affordable solution to manage documents, media and all your content online. Share files as a link. Sync files on the desktop. It's file sharing, reinvented. You can securely access, share and collaborate on files anywhere. With the FayeBSG SugarCRM Box Integration Application, you can manage, access, and share any amount and type of file on Box within Sugar, ensuring your sales team has the most up-to-date materials. You can also create shared workspaces within Sugar to collaborate with colleagues, partners, and customers. In addition, sales people can email files, edit documents, fax agreements, and sign contracts within Sugar using services from Box's other integrated service.
Transcript:
  • 1. Presents Sugar Box Integration Work Smarter, Not Harder www.fayebsg.com 818-280-4820 [email protected]

2. About FayeBSG 25 years experience 400+ clients SugarCRM Platinum Partner In-house programming & support team Sugar integrations for ERP, Marketing Automation, Credit Cards, etc. Hundreds of successful CRM, accounting, and ERP software implementations & integrations Focus on CRM, Accounting, ERP, Custom Solutions 3. SugarCRM: The Worlds Fastest-growing CRM Company Business Founded April 2004 in Cupertino, California Europe Head Office in Munich, Germany IBM Global Alliance Partner Market Traction 12 Million downloads 1.2 Million end users, 80,000+ organizations Hundreds of partners on five continents Fastest Growing 50%+ billings growth 2010 over 2009 70% billings growth 2011 over 2010 Leader Position in CRM for Midmarket - June 2010 4. Successful Customers 5. About Box is an online file sharing and personal cloud content management service for businesses. Based on sharing, collaborating, and working with files that are uploaded to Box. 3 account types: Enterprise, Business and Personal. Depending on the type of account, Box has features such as unlimited storage, custom branding and administrative controls Founded on a simple, powerful idea: people should be able to access and share their content from anywhere. Who uses Box? 20 million individuals, 250,000+ businesses and 97% of Fortune 500 companies. 6. Integration Features Search by document name Attach documents to any CRM module/record Full text document searching Drag and drop documents into software Unlimited document storage Document security by user Document preview without opening Edit document within Sugar Lock document from editing Save document to local folder and sync to Sugar 7. New Features Upgraded Integration Features Ability to map modules to corresponding folders in their parent records, e.g. Leads folders inside of their Account's folder. Can send quote pdfs generated inside of Sugar directly to their corresponding box folder. In Sugar7, you can now select which mapping to use for a dashlet (if you have multiple mappings for a single module). 8. DEMO 9. Questions & Answer Session Faye Business Systems Group www.fayebsg.com [email protected] 818-280-4820

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