sugarcrm box integration
DESCRIPTION
Box is a simple, scalable and affordable solution to manage documents, media and all your content online. Share files as a link. Sync files on the desktop. It's file sharing, reinvented. You can securely access, share and collaborate on files anywhere. With the FayeBSG SugarCRM Box Integration Application, you can manage, access, and share any amount and type of file on Box within Sugar, ensuring your sales team has the most up-to-date materials. You can also create shared workspaces within Sugar to collaborate with colleagues, partners, and customers. In addition, sales people can email files, edit documents, fax agreements, and sign contracts within Sugar using services from Box's other integrated service.TRANSCRIPT
Presents
Sugar Box IntegrationWork Smarter, Not Harder
www.fayebsg.com 818-280-4820 [email protected]
About FayeBSG
• 25 years experience
• 400+ clients
• SugarCRM Platinum Partner
• In-house programming & support team
• Sugar integrations for ERP,
Marketing Automation, Credit Cards, etc.
• Hundreds of successful CRM, accounting,
and ERP software implementations &
integrations
• Focus on CRM, Accounting, ERP, Custom Solutions
SugarCRM: The World’s Fastest-growing CRM Company Business
Founded April 2004 in Cupertino, California Europe Head Office in Munich, Germany IBM Global Alliance Partner
Market Traction 12 Million downloads 1.2 Million end users, 80,000+ organizations Hundreds of partners on five continents
Fastest Growing 50%+ billings growth 2010 over 2009 70% billings growth 2011 over 2010
Leader Position in CRM
for Midmarket - June 2010
Successful Customers
About
• Box is an online file sharing and personal cloud content management service for businesses.
• Based on sharing, collaborating, and working with files that are uploaded to Box.
• 3 account types: Enterprise, Business and Personal.• Depending on the type of account, Box has features such as
unlimited storage, custom branding and administrative controls• Founded on a simple, powerful idea: people should be able to
access and share their content from anywhere.
Who uses Box?20 million individuals, 250,000+
businesses and 97% of Fortune 500 companies.
Integration Features
• Search by document name• Attach documents to any CRM module/record• Full text document searching• Drag and drop documents into software• Unlimited document storage• Document security by user• Document preview without opening• Edit document within Sugar• Lock document from editing• Save document to local folder and sync to Sugar
New Features
• Upgraded Integration Features
• Ability to map modules to corresponding folders in their parent records, e.g. Leads folders inside of their Account's folder.
• Can send quote pdf’s generated inside of Sugar directly to their corresponding box folder.
• In Sugar7, you can now select which mapping to use for a dashlet (if you have multiple mappings for a single module).
DEMO
Questions & Answer Session
Faye Business Systems Group
www.fayebsg.com
818-280-4820