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Simply stated, CRM is about attracting and retaining customers. These goals become more complex when you are competing against large financial services companies in the current economic climate. This session will describe how BancVue took on the big banks with the help of SugarCRM partner Levementum. The case study will detail how BancVue created a services-based architecture focused on four goals: grow core deposits, attract new customers, increase retention rates and boost profitability.
Track 7: Partner Innovation
Telegraph
Geoff Mobisson, Managing Director, Technical Services, Levementum
Geoffrey Mobisson is the founder and Managing Director of Levementum, a SugarCRM Gold partner. Geoff brings extensive leadership skills and more than a decade of CRM and Sales Operations experience to Levementum. Geoffrey’s experience in CRM has spanned multiple industries and multiple CRM platforms. Geoff has personally led several successful CRM and Change Management implementations for large and small global multi-channel sales organizations. Prior to his work at Levementum, Geoff was Executive Vice President and Founder of Dataweb Technologies, an Oracle Applications Consulting Firm. Geoff received a BS in Electrical Engineering from MIT and an MBA from the Harvard Graduate School of Business Administration.
Telegraph
You have a system for almost everything you do in your business, but you probably don't have a marketing system. This session will give you practical advice on creating your marketing foundation and then building on it to generate consistent leads to grow your business. In addition to the strategic foundation you need, we'll discuss tactics for nurture marketing, referral marketing, installed base leverage and how to use the web and social media to amplify your message.
Daniel Kraus, President, Leading Results
Dan Kraus is the president of Leading Results - a marketing services firm in the Boston area. They help small businesses to stop wasting money on marketing and start getting business building results through the use of a systematic and predictable marketing approach. Dan has spent over 20 years in technology marketing and sales and now works as a Duct Tape Marketing coach and as a fractional VP of Marketing for a number of small businesses. You can learn more about Dan and Leading Results at www.leadingresults.com or by email at dkraus@leadingresults.com.
Telegraph
In this presentation on CRM best practices, Matthias Brueck shows how Roxtec was able to increase its productivity by 50 percent using SugarCRM across multiple countries. Roxtec, developer and producer of groundbreaking modular seals and turnkey solutions for cable and pipe seals, launched its CRM project in 2006. The goal was to install a user-friendly and affordable CRM system from a young and innovative company. It was also important to Roxtec to be able to modify the system themselves at any time. This presentation shows the implementation process, the successive enhancement of the functional scope for users and finally the incorporation of partner agencies and the successful collaboration across 200 CRM users in 16 countries.
Matthias Brueck, IT Manager Germany / Global CRM Support, Roxtec
Matthias Brueck is the IT Manager of Roxtec GmbH Hamburg and its sister company, GK Marine GmbH Ahrensburg. He is responsible for all company requirements having to do with hardware or software and the company website. After two years at the company, he launched a CRM project in 2006 with SugarCRM Professional working together with the sales director of Roxtec International AB from Sweden. Since then, as the manager of global CRM development, he has been responsible for expansion, training and support for 200 CRM users in 16 countries.
Telegraph
Achieving flexibility with cloud computing lowers risk in the short term by lowering TCO and accelerating time to market. Over the longer term, it preserves the agility companies need for future growth. In this session, Heath Flicker will talk about the efforts his company is making in bring SugarCRM customers to the Cloud, the benefits received and what other businesses need to consider when deploying CRM to the Cloud.
Heath Flicker, Managing Director, Plus Consulting
Heath Flicker has over 10 years of experience in the CRM field. He has worked in roles ranging from CRM project delivery, sales engineering, and strategic accounts. Currently, Heath is an Office Managing Partner and SugarCRM practice leader for Plus Consulting.
Telegraph
Thomas Cook and Geovariances are two very different companies with a similar goal – exploring the world. Thomas Cook helps travelers explore the globe; Geovariances helps companies utilize geostatistics to aid in civil engineering, exploration and development projects. What both these firms also have in common is that they worked with SugarCRM Gold Partner Synolia to enhance the customer experience and get marketing, sales and support on the same page. Attend this session to learn how Thomas Cook and Geovariances are building better businesses with Sugar.
Stéphane Calimodio, Co-Founder & CRM Division Director, Synolia
Stéphane Calimodio is Co-Founder and CRM Division Manager of Synolia, a SugarCRM Gold partner located in Lyon, France. Stéphane holds the distinction of being one of the first original SugarCRM community members and Synolia is the longest-serving SugarCRM partner in the world. In his nearly six years of involvement with the company, Stéphane has build a variety of popular Sugar extensions, including the first translation of the application into French and integrations with Twitter, Google and other popular web applications.
Telegraph
This session will cover how to plan, develop and deploy a SugarCRM-powered Portal to achieve your business objectives. Customer self-service, customer satisfaction surveys and Partner Relationship Management can all be implemented through a portal integrated with SugarCRM. Going further, it is possible to rapidly develop robust, customer-facing, web applications using the SugarCRM platform and a portal. Examples of portal projects Lampada Global has delivered include a paternity testing system, equipment provisioning systems and an enterprise ergonomic testing solution. Come to this session to learn how to efficiently deliver services to your customers and partners through a SugarCRM-powered Portal.
David O'Keefe, CEO, LampadaCRM
David O'Keefe has been working with SugarCRM since 2005, building Lampada Global into a leader among open source systems integrators worldwide, specialized in SugarCRM. Since 2005, Lampada has delivered more than 130 projects to customers in the US, Brazil, Canada, Europe and Australia.
Telegraph
SnapLogic is transforming the cloud integration market with dataflow; a platform that’s easy to use and highly scalable – just like the web. We’ll demonstrate SnapStore, a marketplace that opens our platform to developers, like the App store opened the iPhone, and show you how we provide a network of connections to any application.
Eyal Shavit, Senior Vice President of Products, SnapLogic
Eyal Shavit joined SnapLogic in 2010 as senior vice president of products. Eyal was formerly the executive vice president of product engineering at Mevio (formerly known as PodShow), where he brought to market, scaled, and grew a world-class entertainment platform for driving revenue through multiple lines of business, including ads, payments, and syndication. Previously, Eyal was senior director of engineering and manager of worldwide engineering at Macrovision Corporation (now known as Rovi), where he was responsible for worldwide engineering and quality assurance centers in the U.S., Europe, and India. He earned a Ph.D. and a master’s degree in artificial intelligence/machine vision from the University of Toronto and holds a bachelor’s degree in computer science and mathematics from Hebrew University in Israel.
Telegraph
Implementing truly effective customer-centric processes does not stop at the border of ERP systems. The session shows ways how to integrate SAP-data into SugarCRM and vice versa. It will demonstrate how sales and marketing can collaborate with finance and procurement through usage and insertion of information in both worlds to establish and maintain a powerful but lean customer-focused approach. Drawing on experiences from a SugarCRM deployment with SAP and presenting a live demo of use cases like offers, orders, billings, this session will address some of the main issues in making Sugar and SAP play nicely together.
Christoph Steinhauer, Head of Marketing, IT Novum
Christoph Steinhauer is Head of Marketing at IT Novum, an open source implementation firm based in Fulda, Germany. An experienced enterprise software executive, Christoph has served as Director of Marketing at CEE Cognos GmbH, an IBM Company, Head of Marketing at Trivadis AG and Vice President of Marketing at IntraWare Ag.
Telegraph
In partnership with CRM integration partner ApexTwo, Flat World Knowledge, leading publisher of free, open textbooks for higher education, recently completed a new automated marketing solution that integrates its website, email marketing platform and SugarCRM into a cohesive lead generation and lead management solution. As a result, Flat World has been able to successfully convert its cold-call-driven sales process to a more productive inbound response approach targeted on warm leads, prioritized by lead scores and sales stages. In this session, Eric Frank and principal consultant Brian Briggs will walk attendees through a demonstration of the solution, touching on lessons learned during the course of the project.
Brian Briggs, Managing Director, ApexTwo
Brian Briggs is Managing Director of ApexTwo Inc. ApexTwo helps companies grow revenue and reduce cost by deploying strategies and technologies for online marketing, demand generation, sales automation, and CRM, with less risk and lower cost. With over 20 years experience marketing products and services into global markets, and complimentary Fortune 1000 marketing and consulting experience with IBM and McKinsey, Brian has extensive experience selling into corporate and consumer markets utilizing CRM-centric, online marketing technologies. 
Eric Frank is Co-Founder and Chief Marketing Officer for Flat World Knowledge where he is responsible for strategic marketing and the direct sales staff. Eric brings an 11 year track record of success in higher education publishing and has held positions in sales, editorial, and marketing at Thomson (now Cengage) and Prentice Hall. Most recently, Eric was Director of Marketing for Prentice Hall Business Publishing where he managed a team of managers and marketing communications staff with overall responsibility for strategy, budget, staffing and execution, including training and support for over 160 sales representatives.
Telegraph
Australia actively markets and promotes Australia’s film making locations, expertise and capabilities worldwide to attract international film and television production opportunities. Through an industry association and web site, information can be disseminated and distributed widely to support the industry and help Australian production companies win new work. In this session, Mark Tallis, founding partner of Loaded Technologies, will walk attendees through a number of web portal/SugarCRM integration solutions. He will touch on the business benefits that can be gained from connecting SugarCRM to a web site and talk briefly about the technologies used. Loaded Technologies has developed a number of these online solutions consisting of Dotnetnuke(DNN) or Drupal web site platforms, a web portal and SugarCRM. All information is maintained via SugarCRM and using a custom build modules, Loaded connects the two applications seamlessly across technologies and hosting environments. Presentation Slides: SugarCRM Helps Promote the Australian Film Industry
Mark Tallis, Founding Partner & Managing Director, Loaded Technologies
Mark Tallis has been involved with open source software since 2004, when web and application development company, Loaded Technologies became one of Sugar CRM's gold partners. Based in Sydney Australia, Mark is founding partner of Loaded Technologies. Prior to working with Loaded Technologies, Mark has been involved with two technology start ups, a large IT outsourcing company; EDS, has an MBA from Melbourne Business School and is passionate about sales management and automation.
Telegraph
Five years ago, SugarCRM tried an experiment by creating SugarForge - a community web site dedicated to CRM development and extensions. Seven million downloads and 120,000 community members later, SugarForge is stronger than ever. In this session, Matt Heitzenroder will take us on a tour of SugarForge and outline the roadmap to keep the Sugar Community the strongest on the planet.
Matt Heitzenroder, Community Manager, SugarCRM
Matthew Heitzenroder is the Community Manager at SugarCRM, focusing on growing open source adoption of Sugar’s Open Source products and delivering a best-in-class community support. Prior to SugarCRM, Matthew was the principal consultant for a company which focused on implementing Open Source Software in commercial applications. Originally from Pittsburgh, he has since moved on to a sailboat and has worked remotely from Houston, Tampa, and Key West. Matthew currently resides in Miami with his wife, Erin where they are committed to living “green.” 
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