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CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

Date post: 23-Jan-2015
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SugarCRM has grown to become one of the most popular relationship management platforms for businesses of all sizes. SugarCRM co-founder Clint Oram will outline the key value points to using the Sugar platform, as well as provide a sneak peek at the latest and upcoming releases from SugarCRM. Presented by Clint Oram, Chief Technology Officer and Co-Founder, SugarCRM, at SugarCon 2011.
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Page 1: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011
Page 2: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

©2010 SugarCRM Inc. All rights reserved.

Page 3: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

04/10/2023

3

What’s New in Sugar 6.2

©2010 SugarCRM Inc. All rights reserved.

Sugar as a Platform

CRM Made Global

CRM Made Mobile

CRM Made Social

Page 4: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

04/10/2023

4

What’s New: Sugar as a Platform

©2010 SugarCRM Inc. All rights reserved.

Simplified CustomizationsSugar Logic™

Sugar Studio™

Greater ChoiceSupport for Oracle 11g

BitRock’s BitNami

B2B and B2C configuration

Quality and Stability

Page 5: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

Simplified Customizations: Sugar Logic

04/10/2023

©2010 SugarCRM Inc. All rights reserved.

5

Calculated Fields support for Date and Datetime fields and functions

Dependent Fields to display/hide fields based on formulas

Page 6: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

Simplified Customizations: Sugar Studio

04/10/2023

©2010 SugarCRM Inc. All rights reserved. 6

Copy/Sync EditView and DetailView

Create custom Relate fields to relate records to Users

Search for records using date and number ranges

Page 7: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

04/10/2023

7

Greater Choice: More Deployment Options

©2010 SugarCRM Inc. All rights reserved.

Support for Oracle 11g

BitRock’s BitNamiSimplifies deployment of Sugar on Amazon EC2

B2B vs B2CB2B - Account module required

B2C - Account module not required

Module Loader loadable module

Page 8: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

04/10/2023

8

What’s New: CRM Made Global

©2010 SugarCRM Inc. All rights reserved.

22 languagesAdmin can set which languages are available to users

Support for right to left languages

Will allow for Hebrew and Arabic language translations

Page 9: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

04/10/2023

9

What’s New: CRM Made Mobile

©2010 SugarCRM Inc. All rights reserved.

Sugar Mobile for Android

New Charting Engine

Page 10: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

Sugar Mobile for Android

04/10/2023

©2010 SugarCRM Inc. All rights reserved.

10

Support for Android OSUI designed to fit AndroidSame functionality as Sugar Mobile for iPhone

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

Page 11: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

New Charting Engine

04/10/2023

©2010 SugarCRM Inc. All rights reserved.

11

Bolder, brighter colors

Additional capabilities

HTML5iPad compatible!

Charts for Sugar Mobilein next Mobile release

Page 12: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

04/10/2023

12

What’s New: CRM Made Social

©2010 SugarCRM Inc. All rights reserved.

Social CollaborationLotusLive Meetings and Files

Google Docs

Cisco WebEx

GoToMeeting

InsideView

Sugar Activity Streams*Reply to and delete posts

View user pictures

Better filtering

Follow Twitter feed

Read Facebook news feed

Administrative control

* Formerly known as My Sugar Feed

Page 13: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

Social Collaboration: LotusLive

04/10/2023

©2010 SugarCRM Inc. All rights reserved.

13

LotusLive MeetingsQuickly schedule LotusLive meetings without leaving Sugar

Send LotusLive meeting invitations to Sugar users and other people outside the system

Click buttons in Sugar to host and to join LotusLive meetings

Page 14: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

Social Collaboration: LotusLive

04/10/2023

©2010 SugarCRM Inc. All rights reserved.

14

LotusLive FilesUpload files to LotusLive without leaving Sugar

Access LotusLive files without leaving Sugar

Share and collaborate on files with Sugar users and other people outside Sugar through LotusLive

Page 15: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

Social Collaboration: Google Docs

04/10/2023

©2010 SugarCRM Inc. All rights reserved.

15

Google Docs Upload documents to Google Docs directly from Sugar

Access Google Docs files directly from Sugar

Share and collaborate on documents with Sugar users and customers and partners

Page 16: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

Social Collaboration: Cisco WebEx and GoToMeeting

04/10/2023

©2010 SugarCRM Inc. All rights reserved.

16

Cisco WebEx & GoToMeetingSchedule, edit, start and join Cisco WebEx and GoToMeeting directly from within Sugar

Send invitations to Cisco WebEx and GoToMeeting to other Sugar users and external attendees.

Page 17: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

Social Collaboration: InsideView

04/10/2023

©2010 SugarCRM Inc. All rights reserved. 17

Sales intelligence solution

Data aggregator from print and online media

International data

“InsideView for Sales Free” is pre-built into Sugar

Upsell to subscription service

6.2.x (not in Beta or RC)

Page 18: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

Sugar Activity Streams

04/10/2023

©2010 SugarCRM Inc. All rights reserved.

18

Activity Stream DashletIncreased collaboration

Reply to internal posts

Delete internal posts

View user-provided profile pictures within posts

Social Media IntegrationView Facebook feed

View Twitter feed

Administrative Control

Page 19: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

04/10/2023

19

6.2 Matters To You…

©2010 SugarCRM Inc. All rights reserved.

PartnerPlatform to easily customize and extend to other applications

Fit & Finish

Oracle 11g support

Easier deployment to Amazon EC2

CustomerSimplified configurations

Additional language support

Android support

Charts on iPad

Social CRMSocial collaboration

Social profile

Page 20: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

Release Schedule

04/10/2023

©2010 SugarCRM Inc. All rights reserved. 20

Weekly Betas

Release Candidates

GA

March April May June

SugarCon On-Demand

Upgrades

Page 21: CRM Made Flexible, Intuitive, Open: SugarCRM Product Overview | SugarCon 2011

Thank You!

[email protected]

©2010 SugarCRM Inc. All rights reserved.


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