CRM Made Social: Integrating Social Media Into Sugar

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Learn how Sugar brings together all the modern social networking tools into one application enabling you to better connect with prospects, customers and partners.

Presented at SugarCon 2011 by Jan Sysmans, Sr Director Product Marketing, SugarCRM

Published in: Business
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  • And <CLICK> first, I want to get all ofYOU on the same page on what CRM is,The <CLICK> we discuss why YOU need a CRM solution and <CLICK> I will end my presentation showing you why SugarCRM is the best solution for YOU.
  • So what differentiates SugarCRM from all all CRM solutions. SugarCRM is CRM MADE SIMPLE
  • And we make CRM Simple by offering customers a <CLICK> Flexible<CLICK> Intuitive and<CLICK> Open business solution<CLICK> And Flexible because our solutions work the way you work. Shortcut bar allows YOU multi-task (this addresses one of the biggest end user complaints) Very easy to customize YOUR My Sugar and Sales/Marketing Pages Customize Sugar around the unique way YOU work<CLICK> Intuitve, because our solutions bring you a simplified UI Contextual search makes it easier for YOU to find the right information Reducedthe average number of clicks by 30% The new interface acts the way YOU would expect it to ask. For example, when you get a list with more than one page and you page through it to look for a record, it will rememberwhere you were in the list<CLICK>Open, because Sugar integrates with your environment New UI is ready for the facebook, Google Apps and LinkedIn generation Application is screen resolution aware SCRM ready
  • Social CRM plays an important role in the next evolution of CRM technology.  I’m a firm believer in creating applications that add value to the individual user.  While SalesForce (and Sugar) have been creating CRM applications accessible for low cost in a Web browser, the Internet has enabled new modes of sales rep interaction that the old CRM software model doesn’t leverage.  We need to bring those into Sugar, exactly as you describe.  I want the individual sales rep to want to use Sugar. The ability to easily manage thousands of relationships as provided by Social CRM tools is going to unleash whole new levels of highly personalized and highly relevant commerce.  How exactly we see that unfolding is an interesting discussion to pursue in advance of SugarCon.  I really liked the points made by Philippe Cases from Spoke about how Social CRM tools enable a single sales rep to proactively manage and nurture thousands of business relationships.  I imagine scenarios here where email marketing campaigns are driven off of Tweets, changes in a company’s About Us page trigger customer retention programs,  customer conversations are tracked across email/twitter/blog comments/forum posts, and more.
  • Did you know that 70% of all CRM implementations fail? So, if you want to be part of the successful 30%, where do you start?
  • CRM Made Social: Integrating Social Media Into Sugar

    1. 1.
    2. 2. CRM Made Social: Integrating Social Media into Sugar<br />Jan Sysmans<br />Wednesday April 6 - 5:05 pm<br />©2011 SugarCRM Inc. All rights reserved.<br />
    3. 3. Agenda<br />History of CRM<br />Future of CRM<br />Using Sugar Studio<br />
    4. 4. A Brief History of CRM<br />©2010 SugarCRM Inc. All rights reserved.<br />
    5. 5. ©2010 SugarCRM Inc. All rights reserved.<br />
    6. 6. ©2010 SugarCRM Inc. All rights reserved.<br />
    7. 7. ©2010 SugarCRM Inc. All rights reserved.<br />
    8. 8. ©2010 SugarCRM Inc. All rights reserved.<br />
    9. 9. ©2010 SugarCRM Inc. All rights reserved.<br />
    10. 10. ©2010 SugarCRM Inc. All rights reserved.<br />
    11. 11. Really…These Are Your Father’s CRM<br />©2010 SugarCRM Inc. All rights reserved.<br />
    12. 12. CRM Made Simple <br />
    13. 13. Key Customer Benefits<br />Flexible<br />Intuitive<br />Open<br />Works the way YOU work<br />Integrates with YOUR environment<br />Brings YOU a simplified UI<br />
    14. 14. Global, Mobile, Social<br />
    15. 15. Just Like These New Media Sites<br />4/6/11<br />©2010 SugarCRM Inc. All rights reserved.<br />15<br />
    16. 16. I Want To Sell These Yellow Electric Scooters<br />
    17. 17. To Mark Hinkle at Cloud.com<br />4/6/11<br />©2011 SugarCRM Inc. All rights reserved.<br />17<br />
    18. 18. CRM of the Past<br />4/6/11<br />18<br />©2011 SugarCRM Inc. All rights reserved.<br />
    19. 19. CRM of the Future … Here Today<br />
    20. 20. Yellow Electric Scooter Opportunity<br />4/6/11<br />©2011 SugarCRM Inc. All rights reserved.<br />20<br />
    21. 21. SugarCRM = Social CRM <br />4/6/11<br />21<br />©2011 SugarCRM Inc. All rights reserved.<br />
    22. 22. LinkedIn<br />4/6/11<br />22<br />©2011 SugarCRM Inc. All rights reserved.<br />
    23. 23. Twitter<br />4/6/11<br />23<br />©2011 SugarCRM Inc. All rights reserved.<br />
    24. 24. Blog <br />4/6/11<br />24<br />©2011 SugarCRM Inc. All rights reserved.<br />
    25. 25. Social Profile / Sales Intelligence <br />4/6/11<br />25<br />©2011 SugarCRM Inc. All rights reserved.<br />
    26. 26. Email<br />
    27. 27. Document Sharing<br />4/6/11<br />27<br />©2011 SugarCRM Inc. All rights reserved.<br />
    28. 28. Online Meetings<br />4/6/11<br />28<br />©2011 SugarCRM Inc. All rights reserved.<br />
    29. 29. How Do You Do That?<br />4/6/11<br />29<br />©2011 SugarCRM Inc. All rights reserved.<br />
    30. 30. Cloud Connectors<br />4/6/11<br />©2011 SugarCRM Inc. All rights reserved.<br />30<br />
    31. 31. External Accounts<br />4/6/11<br />©2011 SugarCRM Inc. All rights reserved.<br />31<br />
    32. 32. Studio Configuration<br />4/6/11<br />©2011 SugarCRM Inc. All rights reserved.<br />32<br />
    33. 33. Studio Configuration: Contacts<br />4/6/11<br />©2011 SugarCRM Inc. All rights reserved.<br />33<br />
    34. 34. Studio Configuration: Contacts, Fields<br />4/6/11<br />©2011 SugarCRM Inc. All rights reserved.<br />34<br />
    35. 35. Studio Configuration: Contacts, Custom Field<br />4/6/11<br />©2011 SugarCRM Inc. All rights reserved.<br />35<br />
    36. 36. Studio Configuration: Contacts<br />4/6/11<br />©2011 SugarCRM Inc. All rights reserved.<br />36<br />
    37. 37. Studio Configuration: Layouts<br />4/6/11<br />©2011 SugarCRM Inc. All rights reserved.<br />37<br />
    38. 38. Studio Configuration: Edit View<br />4/6/11<br />©2011 SugarCRM Inc. All rights reserved.<br />38<br />
    39. 39. Configuration Result<br />4/6/11<br />39<br />©2011 SugarCRM Inc. All rights reserved.<br />
    40. 40. Possibilities Are Endless, All You Need Are<br />4/6/11<br />©2011 SugarCRM Inc. All rights reserved.<br />40<br />
    41. 41. Cloud Connectors, Studio, APIs, Imagination<br />4/6/11<br />©2011 SugarCRM Inc. All rights reserved.<br />41<br />
    42. 42. The Future of Business is Open<br />4/6/11<br />42<br />©2010 SugarCRM Inc. All rights reserved.<br />Cloud<br />Mobile<br />SugarCRM<br />Open Platform<br />Collaboration<br />Social<br />
    43. 43. 4/6/11<br />43<br />©2011 SugarCRM Inc. All rights reserved.<br />

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