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Get a SmartStart: Software to Grow Your Business

By Sarah Friedlander Garcia | September 1st, 2017
Audiences: Administrators, End Users

In this Get a SmartStart webinar with Dennis Smith, VP of Sales at W-Systems, we discussed how your organization can gain immediate value and results with CRM. 

Thank you to everyone who participated in this webinar. Below is the video recording, slide deck, and Q&A.

If you have questions about the SmartStart approach that we discussed during our presentation, feel free to contact us.

Agenda

  • What is CRM?
  • About W-Systems
  • CRM Implementation Challenges
  • The SmartStart Approach
  • The Sugar CRM Platform
  • The Four Pillars of CRM
  • SmartStart Deployment
  • ROI Calculator

Slide Deck


Questions & Answers

  1. Q: Is there a minimum number of users?
    A: The minimum number of users that we work with is 5 (5 Sugar licenses).

  2. Q: Is there any additional cost for the Outlook plug-in or Mobile?
    A: Nope. Sugar is one price, pure model. The Outlook plug-in and mobile access, both from your mobile device, and your iPad is part of your subscription fee

  3. Q: Does the mobile app work on Android (or just iOS)?
    A: Both Android and iOS platforms are supported.

  4. Q: Can I make changes to the CRM myself?
    A: As part of the deployment process, we will work with your local administrator to show them how they're able to augment the system and have the ability to create your fields and customizations to the platform. It is important to point out that in Sugar, the customizations are done through the user interface, so you don't need to be a SQL or a PHP programmer. Simply by taking the proper training, you'll be able to augment the system how you see fit.

  5. Q: My company has an office in France. Does it work in French?
    A: Yes, Sugar ships with over 35 languages. The ability to support localized language is part of the platform. Inside of that, there may be some translations that need to be done on certain drop-down values, but the labels themselves will translate as part of the language pack files. 

  6. Q: Are we able to log in a variety of social media contacts?
    A: Yes, Sugar is launching their Mach1, their Data Enrichment product which will use LinkedIn profiles, Twitter and Facebook handles to tie in all the social media content directly within Sugar.

  7. Q: Does Sugar support Apple Mail?
    A: There is a third-party product called Riva that is used when Apple Mail is in play.