CRM Made Simple

1. CRM Made Simple Introduction to CRM and Overview of SugarCRM

2. Increase Sales Productivity “In just 12 months, we shortened our sales cycles by 20 percent& increased our new business by 15 percent” MassimilianoPianigiani, Sales Director, Mia Energia(Italy) “We’ve experienced productivity gains of 30-50 percent” Erica Vorsay, General Manager, Trans-Tasman Business Circle (Australia) “Our sales team has increased productivity by 30 percent while our customer service team has improved its response time by 50 percent.” MahzanMiskam, Head of Information Communication Technology, UEM Land Group (Malaysia)

3. Improve Customer Service “The integration of SugarCRM throughout the business has reduced order processing from a half a day to less than one hour.” Naomi Simson, CEO, Red Balloon (Australia) “Our switch to SugarCRM means that we are now even better equipped to deliver excellence in customer service” Alex Pettefer, UK Group Marketing Director, Loomis (UK)

4. Better Visibility and Cost Savings “We have tripled the number of web leads, and increased the visibility into our business” Jennifer Maitland, Marketing Operations Manager, CaplinSystems (UK) “In just over a year we have reduced employer’s health care costs by 20 percent and reduced membership information processing time by 60 percent.” Marty Heaner, CTO, TenzingHealth (USA) “SugarCRM’s customization and integration capabilities have saved us tens of thousands in operational costs thanks to its ability to tie sales and back-office operations together.” Martin Ross, VP of Technology, Healthscreen (Canada)

5. Agenda What is CRM Why a CRM Who is SugarCRM

6. CRM Customer Relationship Management

7. CRM CRM is about Customers

8. CRM CRM is about Growing andRetaining Customers

9. Demand Generation

10. Lead to Cash

11. Lead to Cash

12. Customer Life Cycle

13. Keep Your Customers Happy

14. CRM – 360 Degree View Marketing Sales Support

15. For You, The Business Manager Who Needs To • Better organize sales process • Integrate campaigns • Improve customer support • Automate customer interactions • Gain & retain more customers

16. Because You Want • Focus on selling, not data entry • Automate your sales process • Solutions fit your goals • Visibility and predictability • A cost competitive solution

17. SugarCRM: The World’s Fastest Growing CRM Company • Business • Leading provider of Open Source CRM Software • Founded April 2004 in Cupertino, California • Europe Head Office in Munich, Germany • IBM Global Alliance Partner • Market Traction • Award winning products • 3rdlargest global CRM Provider • 1M users, 80,000+ organizations • 400+ partners on five continents • Fastest Growing • 118%+ billings growth Q1 2012 over Q1 2011 • > 11 Million downloads • 2,500+ New customers in 80 countries Leader Position in CRM for Midmarket - June 2010

18. Value Of SugarCRM • Solve your business issues • Understand your goals • Fit around your processes • Help from local partners • Invested in your success

19. We Believe in Putting the User First

20. We Believe in an Open Cloud

21. We Believe in an Open Ecosystem Mobile Cloud SugarCRM Open Ecosystem Integrations Social

22. We Believe in them Because Cloud Open Intuitive Social Mobile Flexible

23. Key Customer Benefits Flexible Intuitive Open Works the way YOU work Integrates with YOUR environment Brings YOU a simplified UI

24. Key Customer Benefits Social Mobile Cloud Integrates with popular social media and cloud connector framework Access from any device, anywhere Freedom of deployment

25. 4 Subscriptions Advanced CRM for small and medium-sized businesses $30/user/mo Advanced CRM for businesses with offline mobile requirements $45/user/mo Ultimate CRM solution for the global, mobile, social business $100/user/mo CRM for the most demanding business $60/user/mo

26. Sugar 6.5 Release • End User Benefits • Delivering a better user experience • Navigation with full text search • Updated Calendar with new iCal and Outlook integration • Speed and performance improvements • Enterprise Benefits • Extended Sugar Logic business process capabilities • Additional support for IBM software and hardware • Platformand architecture enhancements • Scalability improvements

27. Solution Components Marketing Sales Support

28. Marketing Automation • Campaign management • Web to lead capture • Email marketing • ROI measurement • Social media

29. Sales Automation • Customize sales stages • Team selling • Forecasting • Products, quotes, contracts • Sales process automation

30. Customer Service Automation • Support cases • Bug tracking • Email management • Knowledge base • Customer self-service portal

31. You Are In Control • Global, Mobile, Social • Open Cloud • Your Data is Yours • No vendor lock-in • Reporting and Integrations

32. In Summary • CRM is about Growing and Retaining Customers • Marketing • Sales • Customer support • SugarCRM is CRM Made Simple • Sugar fits around your processes • Offers suite of business solutions • That are flexible, intuitive and open • SugarCRM Puts YOU in Control • Open cloud • Your data is yours • No vendor lock in