connecting finance and sales with crm
TRANSCRIPT
Connecting Finance and Sales with Integrated CRM
Welcome!
Your Hosts
Alicia Anderson, FacilitatorBrad Burnes, CRM ExpertScotty Chapman, CRM Integration Expert
Plan for today
Why CRM?Why integrate CRM with ERP?What are the options?A closer look - demoNext StepsQ&A
Why CRM?
At a glance view of the day: •Calendar•Calls•Activities•Leads•Reports
Dashboards and graphs for quick review:
•Performance•Forecasts •Projections
Why integrate CRM with ERP?
Today we are focusing on…
SugarCRM and SageCRM
Easily-configured integrations with Sage 100 ERP
Choice of deployment◦ Public cloud◦ Private cloud◦ On premise
QuickStart implementation gets you up and running quickly
What’s the best option for you?
What’s next?
Work with an expert to find the best fit.◦http://www.blytheco.com/CRM/crm_review.asp
Test drive it yourself:◦Free 7-day trial of SugarCRMwww.blytheco.com/sugarcrm
◦Free 30-day trial of SageCRMwww.blytheco.com/sagecrm
Q&A