Klipfolio Enterprise for SugarCRM
DynPro is excited to be able to offer Klipfolio Enterprise for SugarCRM. This powerful desktop utility allows you to remain constantly connected to your CRM data without having to log into the Web interface.
Keep priority targets in your sights
Demonstrate immediate value to your SugarCRM users by promoting top priorities where they can't be missed. It's hard to hit a target you can't see, so expose the data that matters to your users right on their desktops. Real-time awareness allows for real-time action
Mow down the adoption barrier
Poor user adoption is the main reason 30% of CRM deployments fail*. And the obstacles are deceptively small - needing to launch a new application is often enough. Drive adoption for your enterprise by sharing important SugarCRM data with users right on their desktops'. KlipFolio for SugarCRM improves user adoption by streamlining access to key Sugar data and performance indicatsors with a desktop dashboard.
*AMR Research
- Save time. Spend less time digging for information and more time acting on it.
- Gain awareness. Preempt problems and respond to new opportunities in real time.
- Act faster. Improve response time to your hottest prospects.
- Secure value. Capture the full value of your company's Sugar data by making it accessible to all users within your organization.
- Investment protection. Secure the investment you've made in researching, setting up, and deploying SugarCRM by ensuring it's actually used.
- Ensure CRM success. Top priorities and performance data are highly visible and accessing SugarCRM is simplified.
- Elevate the value of CRM. Give senior managers "at-a-glance" visibility into key performance indicators to elevate the value of Sugar in the enterprise.
- Compatible. Works with hosted or in-house deployed versions of SugarCRM.
- Alerts. Receive desktop alerts for upcoming calls, meetings, untouched leads, tasks, and any other SugarCRM changes you choose.
- Updates. See when new leads arrive, when they've been updated, when sales pipeline changes, and more.
- Monitoring. Track changes to any data you specify, such as major customer support cases, win-loss reports, etc.
- Interact and take action. Users can sort, filter and apply actions to the data to personalize their dashboard and update data.
- Search. Explore your entire SugarCRM database from the desktop.
- Heads-up display. Keep your priority SugarCRM data visible regardless of what other applications are running.
- Customize and extend. Developer API allows you to fully customize and extend the product to your specific needs.
KlipFolio platform
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Klip development
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Efficient & Scalable
- Two-tier scalable architecture that requires no server-side components
- Very small installer < 1 MB
- Low CPU and disk space requirements
- Automatic caching of web content and images (including '304 NOT MODIFIED') to reduce bandwidth usage
Configurable
- Brandable & Skinnable
- Sidebar, ‘topbar', ‘bottombar', and floating layouts of Klips on desktop
Remotely Manageable
- Built-in management for Klip and KlipFolio upgrades
Other
- Automatic proxy detection and configuration
- Built-in developer tools for testing Klips
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Language
- Klips are written in XML and JavaScript
- API library to simplify parsing and display of data
- UI library to easily build Klip Setup dialogs (tabs, buttons, text fields, etc.)
Extracting Data
- Very fast XML parser
- Built-in support for CSV files
- RSS, RDF, and ATOM ready
- Powerful CSS-based tools for reading any XML format
Localization
- Multi-lingual support (unicode, OEM, ASCII) in over 24 other languages (including Chinese and Japanese)
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Integration
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Security
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Data Sources
- Any web site (static or dynamic)
- Any web application (Klips can extract data from HTML)
- Any Windows accessible file
Protocol & APIs
- HTTP/HTTPS (using GET or POST)
- TCP/IP Server (such as FTP, SMTP, XAMPP, POP-3, etc)
- UNC path (using File://)
- SOAP and Rest
Format of Data
- Any XML (including HTML, Atom, RSS, etc.)
- Any comma separated values (CSV), tab separated values, or structured data format
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Secure Communications
Secure Authentication
- Basic User Authentication
- Session-based Authentication
Built-in KlipFolio Security
- KlipFolio can be signed by Microsoft authenticode
- Klips can be digitally signed and encrypted to secure their logic
Safeguards
- KlipFolio does not open tcp/ip ports unless a valid signature is in place
- KlipFolio does not use 3rd party products, such as browser controls, that may cache information
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KlipFolio Enterprise deployment configuration
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Branding
- Include your logo in the application toolbar
- Application's skin matches your corporate brand
Access Control
- Whitelist (users can only add your Klips)
- Permanent Klips (users can't remove specific Klips)
Buttons & Links
- Control which buttons appear on the KlipFolio toolbar
- Customize application links to point to internal URLs (such as help and add more Klips)
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Installer
- Specify bundled Klips and layout
- Predefine internal proxy settings
- Set the default language for the interface, and include additional choices
Security Settings
- Control upgrades for Klips and KlipFolio
Other
- Enable Klips to refresh faster than once a minute
- Silent install configuration for automated deployment to large user base
- Persistent pop-ups so employees never miss an imporant alert
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Watch Klipfolio in Action
Klipfolio for SugarCRM is provided on a yearly license basis. Contact us for details.
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