Smart Business Solutions: Collaborating with Sugar

Jennifer Yim

Product Management

©2011 SugarCRM Inc. All rights reserved.

04/10/2023 3

Agenda

Overview of new collaboration features in 6.2LotusLive Meetings & FilesGoogle DocsCisco WebExGoToMeetingSugar Mobile

Demo6.2 release scheduleQ&A

©2010 SugarCRM Inc. All rights reserved.

LotusLive Meetings

Host and join LotusLive meetings without leaving Sugar Send LotusLive meeting invitations to Sugar users and other people outside the system

04/10/2023

©2010 SugarCRM

Inc. All rights reserved.

4

LotusLive Files

Upload files to LotusLive directly from SugarAccess LotusLive files directly from SugarShare and collaborate on files with Sugar users and other people outside Sugar through LotusLive

04/10/2023 5©2010 SugarCRM Inc. All rights reserved.

Google Docs

Upload documents to Google Docs directly from Sugar Access Google Docs files directly from SugarShare and collaborate on documents with Sugar users and customers and partners

04/10/2023

©2010 SugarCRM

Inc. All rights reserved.

6

Cisco WebEx and GoToMeeting

Schedule, host and join Cisco WebEx and GoToMeeting directly from SugarSend invitations to Cisco WebEx and GoToMeeting to other Sugar users and external attendees

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Sugar Mobile

Native clients for iPhone and iPadAndroid

FeaturesView, edit, create and delete records and related recordsCall and email customers from within the app using native phone featuresLog placed callsMap addressesView recent and open activitiesView reportsCustomize layouts in Studio

04/10/2023 8©2011 SugarCRM Inc. All rights reserved.

Sugar Mobile for Android

UI designed to fit Android

Same functionality as Sugar Mobile for iPhone

Additional functionalityImport contacts and leads from phone address bookEmail reports and quotes using phone email client

04/10/2023 ©2010 SugarCRM Inc. All rights reserved.

04/10/2023 10©2011 SugarCRM Inc. All rights reserved.

Sugar Mobile Roadmap

Blackberry

iPad-specific app

Offline Sync

Demo

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04/10/2023 ©2010 SugarCRM Inc. All rights reserved. 12

Release Schedule

Weekly Betas

Release Candidates

GA

March April May June

SugarCon On-Demand

Upgrades

Q&A

Product Management: products@sugarcrm.com

04/10/2023 13©2011 SugarCRM Inc. All rights reserved.