Cloud Accounting Integration With Sugar

Cloud

Glenn Richmond

CEO, CRM Online Australia Pty Ltdwww.crmonline.com.au

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Why should we want to integrate CRM and Cloud Accounting?

SugarCRM becomes the central hub for all customer interaction

One system means reduced training costs

Improve business analytics

SugarCRM becomes a platform for more complete business systems

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A typical CRM system will generally provide a tool for sales, customer service, marketing, or some combination of these.

Sales Service

Marketing

AccountsActivities Calls

EmailsMeetingsNotesTasks

CasesContactsKnowledgebase

Service Functions

Incorporating Cloud Accounting allows us to deliver a complete solution.

Reduce three separate systems to one

Remove double entry of client details

Improve business analytics across the ensure business

An Example: A major provider of electric drive solutions required CRM, Service Management and Invoicing. By combining SugarCRM with Cloud Accounting, we were able to:

What are the key benefits for the client? Staff members only need to

learn one system

Reduced training costs

Improved efficiency for generating invoices

Better integration with other systems drives drives adoption.

Improved Business Intelligence

Drive business workflows off accounting events.

What are the key benefits for the partner?

Better value proposition to the client and more opportunities for services to deliver those solutions.

Wider range of solutions can be delivered, booking & billing systems.

Accounting integration delivers a strong selling point against major CRM competitors.

An overview of Cloud Accounting today

Better reliability

Much lower total cost of ownership

Live access between accountants and clients

Ability to develop business systems that automate and drive business processes

There are a range of benefits to moving to cloud accounting, driving exponential growth:

How does Saasu.com compare? One of the original cloud

accounting providers, has been in business for 11+ years

Won a range of awards at CEBIT for innovation

Large customer base, though predominantly in Australia

Customers, Sales, Purchases, Payroll, Bank Feeds, Multi-currency, Stock Control

Cost effective, starting at US$9 per month

How does Xero.com compare? Newcomer to the market,

public company backed by former MYOB owner

Similar feature sets to Saasu, but with more advanced payroll, but no stock control

Innovating at a very fast rate

Larger footprint with accounting firms and customers

Higher staff count than Saasu, support tends to be better

Key Features

Two way client synchronisation

Two way product catalogue syncrhonisation, including stock levels

Live sale and purchase invoice integration

Automatic payment status update

Based on SugarCRM framework, meaning it can incorporate custom fields, relationships and layouts

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How does the integration work?

Designed to be as simple and reliable as possible

Integration is live

Accounting package maintained as the single source of truth

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What can be done with the integration?

Integrated CRM, asset management and accounting systems

Booking & billing systems

Commission management systems

Staff performance management based on real revenue

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A Quick Demonstration

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An example of a real implementation

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To Summarise:

Available today for around US$40 per system per month

Compatible with both onsite installations and the Sugar Cloud

Allows an end to end solutions for clients

Installation of the connector takes around 10 minutes, extremely simpler

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