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SugarCON 2013: World Class Analytics for SugarCRM with IBM
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SugarCON 2013: World Class Analytics for SugarCRM with IBM

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Presented at SugarCON 2013 in New York, SugarCRM Gold Partner and IBM Premier Partner Palmtree Consulting explores how partners can make the most of CRM data with IBM Cognos as intelligence engine.

Presented at SugarCON 2013 in New York, SugarCRM Gold Partner and IBM Premier Partner Palmtree Consulting explores how partners can make the most of CRM data with IBM Cognos as intelligence engine.

Published in: Technology, Business

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  • IBM SPSS products
With IBM SPSS predictive analytics software, you can use statistical analysis, data and text mining, predictive modeling and decision optimization to anticipate change and take action to improve outcomes. IBM Cognos products
IBM Cognos business intelligence and performance management software provides you with the integrated dashboards, scorecards, reporting, analysis, and planning and budgeting capabilities you need to gain and act on fact-based insights. IBM OpenPages products
OpenPages GRC software allows your organization to manage enterprise operational risk and compliance initiatives using a single, integrated solution. IBM Algorithmics products
Algorithmics software helps businesses like yours to gain transparency into financial risks in advance, providing information that is vital to your organization.
  • Transcript

    • 1. ©2013 SugarCRM Inc. All rights reserved. World Class Analytics for SugarCRM with IBM Jose Maldonado Palmtree Consulting
    • 2. ©2013 SugarCRM Inc. All rights reserved. IBM - SugarCRM  What it means for Sugar Partners  New opportunities in enriching offering and reaching more markets
    • 3. ©2013 SugarCRM Inc. All rights reserved. Agenda  About Palmtree Consulting  Adding Value to SugarCRM  Business Analytics  IBM‟s Offering  SugarCRM and Cognos
    • 4. ©2013 SugarCRM Inc. All rights reserved. Palmtree Consulting  Founded: 2004  Human Team: 47  Projects: 300+  Locations: Bogota, Miami  Customers across LATAM
    • 5. ©2013 SugarCRM Inc. All rights reserved. Palmtree Consulting  Performance Management  Business Technology - B. Analytics, Balanced Scorecard, CRM, Costing & Planning, Infrastructure, Security, Cloud  SugarCRM Gold Partner & Partner Advisory Board member  IBM Premier Partner  Microsoft, Amazon AWS, others
    • 6. ©2013 SugarCRM Inc. All rights reserved. Palmtree Consulting and IBM  Business Analytics  Information Management  Enterprise Content Management  Industry Solutions  Highest Performing Vendor in BA for IBM  Top Sales Champion for Nexsys
    • 7. ©2013 SugarCRM Inc. All rights reserved. Value-adding Opportunities for Sugar Partners “Fringe” Features Core Features • Workflow Management • Document Management • Social Media Integration • Marketing Automation • Analytics • … • 360 Customer View • Opportunity Management • Sales Force Automation • Lead Management • Case Management • … SugarCRMOpenPlatform+Easeof Integration
    • 8. ©2013 SugarCRM Inc. All rights reserved. SugarCRM and IBM SugarCRM - an IBM global alliance business partner - delivers an open source CRM solution that provides tremendous benefits to IBM customers. - SugarCRM.com - Sinergies with Connections, Cast Iron, Lotus Notes/Domino, Coremetrics, Unica, Cognos “
    • 9. ©2013 SugarCRM Inc. All rights reserved. Business Analytics What gets measured, gets managed. - Peter Drucker “
    • 10. ©2013 SugarCRM Inc. All rights reserved. Key Analytics on Analytics 10% 17% 68% 4% Org. Analytics Maturity Model Novice Builder Leader Master Revenue Growth EBITDA Growth Storck Price Appreciation 160% 250% 200% Orgs that Apply Analytics 1x 2x Top Objectives for BA CRM Sales 46% 42% Analytics vs. CRM Markets CRM ANALYTICS 1:“Outperforminginadata-rich,hyper-connectedworld,”IBMCenterforAppliedInsightsstudy conductedincooperationwiththeEconomistIntelligenceUnitandtheIBMInstituteofBusiness Value.2012.2:IBM,2011.3:Computerworld‟sInnerCircleResearchPanel“QuickPulse: BusinessAnalyticsMaturity,”2011.4:IDC2011
    • 11. ©2013 SugarCRM Inc. All rights reserved. Players Source, Gartner 2013 Source, Forrester Q2 2012
    • 12. ©2013 SugarCRM Inc. All rights reserved. IBM’s Analytics Offering  IBM Cognos  IBM SPSS  IBM OpenPages  IBM Algorithmics
    • 13. ©2013 SugarCRM Inc. All rights reserved. IBM Cognos Insight  Personal Analytics for the Desktop  Import, merge, analyze multi-source data  Custom dashboard building  What-if scenarios  Publish and share  Personal edition FREE
    • 14. ©2013 SugarCRM Inc. All rights reserved.
    • 15. ©2013 SugarCRM Inc. All rights reserved.
    • 16. ©2013 SugarCRM Inc. All rights reserved.
    • 17. ©2013 SugarCRM Inc. All rights reserved.
    • 18. ©2013 SugarCRM Inc. All rights reserved.
    • 19. ©2013 SugarCRM Inc. All rights reserved. Cognos Insight
    • 20. ©2013 SugarCRM Inc. All rights reserved. IBM Cognos Express  Complete Analytics Suite for SMB { <100 users }  In-memory analytics server, web portal, security  Simple deployment  Dashboards, analysis, What-ifs, planning, budgeting  Centralized server for Insight share  Controlled Self-Service  iPad mobile client
    • 21. ©2013 SugarCRM Inc. All rights reserved. Cognos Mobile  Mobile is key driver for customer interest and use case  All Sugar Mobile efforts (internal & third-party) focus on transaction, not analysis  Offer key value to decision makers and executives, on top of existing offering for sales force.
    • 22. ©2013 SugarCRM Inc. All rights reserved. IBM Cognos Enterprise  Enterprise-ready architecture, scalability, management, security  In-memory Dynamic Query & Dynamic Cube engine for faster responses and scalability  Enterprise-wide collaboration  Web Services direct connections  SOAP, REST, XML
    • 23. ©2013 SugarCRM Inc. All rights reserved. Demo Integration Case  Bring the two platforms together  Embed Cognos Reports in Dashlets  Access Cognos Workspace from Sugar Reports
    • 24. ©2013 SugarCRM Inc. All rights reserved.
    • 25. ©2013 SugarCRM Inc. All rights reserved.
    • 26. ©2013 SugarCRM Inc. All rights reserved.
    • 27. ©2013 SugarCRM Inc. All rights reserved.
    • 28. ©2013 SugarCRM Inc. All rights reserved.
    • 29. ©2013 SugarCRM Inc. All rights reserved. Example Use Cases  Auto Industry – Customer Intelligence  Mass Transport – Service Feedback  Insurance – Policy forecasting per Customer Groups
    • 30. ©2013 SugarCRM Inc. All rights reserved. What we’ve done with IBM  Leverage Resources to support marketing, demoing, sales  Engage the market with Powerful brand, Networking  No CRM offering: Extensive Current and Legacy customer base  Financing available –including non-IBM pieces
    • 31. ©2013 SugarCRM Inc. All rights reserved. Future Analytics with Big Data  IBM Data Explorer: Pulling together structured and non- structured external data. Relationships, Activity Streams, Search  IBM Big Insights: Hadoop-based app builder for analyzing large volumes of Data  IBM Streams: Continuously analyze massive information-in-motion: Social streams, call data records
    • 32. ©2013 SugarCRM Inc. All rights reserved. SugarCRM has done the work  Heavy-lifting is taken care of  Partners fluent in both technologies will benefit most Smarter CRM: Leveraging IBM Cognos BI with Sugar Charles Hicks, Solutions Architect, SugarCRM Tomorrow 3:40-4:15pm
    • 33. ©2013 SugarCRM Inc. All rights reserved. Recap  Why Analytics: – Powerful „fringe‟ feature that adds value and distances offering – Analytics-driven companies outperform their peers – Actual and Target customers already in initial Analytics maturity levels – CRM is key driver for Analytics content – Analytics‟ market much larger than CRM‟s  Why IBM – Other BI Leaders have CRM offerings – IBM NEEDS us to complete their competitiveness: two way street – IBM‟s Analytics offering is market validated, tried and true, and complete – SugarCRM is doing the heavy lifting – Specific IBM benefits involved – All target sizes, starting from free.
    • 34. ©2013 SugarCRM Inc. All rights reserved. Thanks  Work with us!  josemaldonado@palmtree.co  twitter.com/josemaldonad0  www.Palmtree.co  Info@palmtree.co