Download - 4 Add-on Products You Can't Live Without

FOUR ADD-ON PRODUCTS YOU CAN’T LIVE WITHOUT

Sam Biardo

Founder / CEO

Technology Advisors Inc

@sambiardo #SugarCon

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Map-to-Lead

• Map Accounts, Contact, Leads, and Targets.

• Select distance around an existing account or a zip code

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Map-to-Leads

• Advanced Filtering – Filter on any field in Account, Contact, and Lead views

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Map-to-Leads

• Dashboard view available on Main Dashboard as well as Account, Contact, and Lead views

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Duplicate Detection Manager

• Real-time checking of duplicates for account and contact

• Fuzzy Matching

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• Detect Duplicates during an import or during off hours

• Choose to overwrite, not import, or add as new

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• Also find bad data like invalid email and missing fields during an import

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Advanced Support Manager

• Simplify support case entry

• Check in and out of tickets to track time

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• Filter knowledge base articles based upon the problem description

• Let the system determine support resources based upon the problem and their experience

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• View open support contracts in dashlets

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Starfish ETL

• Connect information between disparate systems– Instant connection of

OOTB data– Quick customization

• CRM connections for:– ERP– Marketing automation– Custom database

• CRM migrations• SugarCRM server

side Email Integration

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Starfish ETL

• Sync Account / Contact

• Sales History• Invoice

History• Open Orders

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Starfish ETL

• Existing Starfish Integrations

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Starfish ETL

• #1 in Customer Satisfaction by G2Crowd

• Rated High Performer

• Considered best price / performance

TECHNOLOGY ADVISORS GOAL

Improve your Sugar experience

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THANK YOU

@sambiardo #SugarCon