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SugarCRM QuickBooks Integration

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QuickBooks Integration For Sugar Presenter: David Faye, CEO, FayeBSG Panelist: Christine Davis, Sr. Inside Sales, SugarCRM February 2015
Transcript

QuickBooks Integration

For Sugar

QuickBooks Integration

For SugarPresenter:

David Faye, CEO, FayeBSGPanelist:

Christine Davis, Sr. Inside Sales, SugarCRM

February 2015

Presenter:David Faye, CEO, FayeBSG

Panelist:Christine Davis, Sr. Inside Sales, SugarCRM

February 2015

FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…

AGENDAa brief introduction

FayeBSG OverviewAbout our company, Sugar Integrations and Products

About SugarCRMThe Worlds Fastest-growing CRM Company, Business, Market Traction

Demonstration

Q&A

QuickBooks Integration Overview

FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…

• 25+ Years of experience• More than 400 clients• SugarCRM Elite Partner• In-house programming and

support team• Offices in CA and NY

FayeBSG OverviewAbout us

• 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

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…

Fastest Growing CRM Vendor

About SugarCRMThe World’s Fastest-Growing CRM Company

Business

Market Traction

• Largest pure-play provider of CRM Software• Founded April 2004 in Cupertino, California• 400+ Employees• IBM Global Alliance Partner• Goldman Sachs investment of $40M in 2013

• Largest pure-play provider of CRM Software• Founded April 2004 in Cupertino, California• 400+ Employees• IBM Global Alliance Partner• Goldman Sachs investment of $40M in 2013

• Award winning products• 3rd largest global CRM provider by seats (Forrester)• 1.2M+ users, 80,000+ organizations• 350+ partners on five continents

• Award winning products• 3rd largest global CRM provider by seats (Forrester)• 1.2M+ users, 80,000+ organizations• 350+ partners on five continents

• > 12 million downloads• 2,500+ new customers in 2012• > 12 million downloads• 2,500+ new customers in 2012

Leader Position in CRM for Midmarket - July 2012

Gartner Names SugarCRM A Sales Force Automation

Visionary July 2014

FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…

Open Source Advantage Choice of Deployment

IBM Part-nershipCost of Ownership

Why pick Sugar?The open source advantage

The Open Source Advantage• Unmatched flexibility in customizing the application to

deliver precisely to client requirements• Best in class solutions vs. packaged functionality

Choice of Deployment Platform

IBM Partnership and Service Team

Lowest Total Cost of Ownership• Lower software license fees

• No hidden charges / add-on fees• Lower customization / development and support costs.

FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…

• Benefits• Eliminates double entry of customers in

both Sugar and QuickBooks• Updates Sugar with critical invoice and sales receipt

history information that can be used for marketingcampaigns and salesperson inquiries

• Provides access to product lists in Sugarwithout having to manually key in items

• Eliminates double entry of sales orders/estimates inboth SugarCRM and QuickBooks

• Compatibility• QuickBooks Professional, Premiere, Enterprise and Online• SugarCRM v6.0 and up• SugarCRM Professional, Corporate, Enterprise, and Ultimate Editions• SugarCRM On-Demand

About The QuickBooks Integration for Sugar

FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…

Sugar QuickBooks IntegrationDemo

Demo Time!

FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…

QUESTION AND ANSWER SESSION

Q & A

FayeBSG | www.FayeBSG.com | [email protected] | @FBSGWelcome to the software you’ve always wanted…

CONTACT USWAYS TO GET HOLD OF US

OUR DETAILS5950 Canoga Avenue, Suite 615Woodland Hills, CA 913675950 Canoga Avenue, Suite 615Woodland Hills, CA 91367

[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


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