Turning CRM Inside Out: Using Sugar as a Hub for Customer Relations
Flexing Sugar Platform
Michael Lynton, Aspen Heights Sonja Fridell, BrainSell
Director of IT, @michaellynton, www.myaspenheights.com
General Manager, @brainsell, www.brainsell.net
©2012 SugarCRM Inc. All rights reserved.
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Tweet: #SCON12 ©2012 SugarCRM Inc. All rights reserved.
Needs
• Central database of residents, vendors and guarantors
• Background & Credit Checks• Resident portal for:
o Online applicationso Logging of service requestso Rent Payments o Residents to request furniture, TVs, pet
clearance• E-signatures• QuickBooks Integration
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Sugar as a Hub
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Sugar as a Hub
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Credit & Background Checks
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Clearance Shows in Sugar
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E-Signatures
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QuickBooks Integration
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Resident Portal
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Cases Show in Sugar
©2012 SugarCRM Inc. All rights reserved.
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