© 2015 SugarCRM Inc. All rights reserved.

SUGAR ENTERPRISE ADVANTAGES

September 2015

© 2015 SugarCRM Inc. All rights reserved.

Sugar Enterprise Edition Benefits

• Advanced Workflow

• Role-Based Views

• Multi-Line Item Opportunity Management & Forecasting

• Customer Self-Service Portal

• Additional Storage and Support Options

© 2015 SugarCRM Inc. All rights reserved.

ADVANCED WORKFLOW

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World-Class Workflow Integrated with CRM Easily Automates Business Processes

Marketing

• Lead routing to Sales

• Targeted drip campaigns

Sales

• Approvals triggered from

mobile

• Account handoff to Service

• Region or role specific

views

Service

• Enforcement of SLAs

• Routing of support cases

• Renewal handoffs to

Account Management

Finance/Admin

• Expense report processing

• Purchase request

approvals

• Restrict access to financial

or forecasting data

Across Departments

• Client onboarding

• Document revisions

• Notification of next steps

or in-process statuses

Across Systems

• ERP

• Marketing Automation

• Call Center

© 2015 SugarCRM Inc. All rights reserved.

Orchestrate Customer Interactions

• Integrated across departments, devices and systems

• Visual designer

• Intuitive business rules editor

• Visual status monitoring

• Automated email notifications

© 2015 SugarCRM Inc. All rights reserved.

Create Powerful, Visual Workflows

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Communicate Status with Process Engine

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Communicate Status with Process Engine

Part of process

that is

complete

Part of process

that is not

yet complete

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Create Complex Rules Without Coding

Business

sets up

conditions for

corresponding

actions

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Automate Notification to Individuals

• Customizable

templates

• Send emails to users

• Notify of next

best action or next

step in process

© 2015 SugarCRM Inc. All rights reserved.

Advanced Workflow Features

Visual designer

OR logical operator

Trigger an action based on delta of time

Approval workflows

Sequential and parallel workflows

Visual status monitoring

Configurable loop detection

Stop/Cancel/Reassign running workflows

© 2015 SugarCRM Inc. All rights reserved.

ROLES-BASED VIEWS

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For Sales For Service

Personalize the User Experience

• Customize individual CRM views based on specific tasks

and needs

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MULTI-LINE ITEM OPPORTUNITY

MANAGEMENT & FORECASTING

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Multi-Line Item Opportunity Management

& Forecasting

• Associate multiple line

items with a single

opportunity

• Each line item includes

its own price, date, and

probability

• Enables granular

opportunity

management and

forecasting across all

products/services

© 2015 SugarCRM Inc. All rights reserved.

CUSTOMER SELF-SERVICE PORTAL

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Customer Self-Service Portal Benefits

• Self-Service enabled through Sugar Customer Portal

• Customizable for branding and extensions

• Available via web and mobile

• Provides multi-language support

• Delivers contextual knowledge

• Enables escalation to agent

• Creates common understanding across agent and customer

• Limit 100 concurrent portal users in Sugar On-Demand

© 2015 SugarCRM Inc. All rights reserved.

ADDITIONAL STORAGE AND SUPPORT

© 2015 SugarCRM Inc. All rights reserved.

Additional Storage and Support Benefits

• Weekly Sugar On-Demand Secure Database Back-up

• Sugar On-Demand Sandbox (2)

• 60GB Sugar On-Demand Storage

• Support for Oracle Database

• Support for DB2 Database

© 2015 SugarCRM Inc. All rights reserved.