BEYOND SUGAR 7.2
Julian Ostrow
Senior Director, Products
SugarCRM
Agenda
• What’s the big deal with Sugar 7?
• What’s coming beyond 7.2?
• Your transition to 7
• Our product vision
THE “BIG DEAL” WITH SUGAR 7
CRM for the individual
Hint…
The answer is on this slide!
“i” is the first step
• Intelligent CRM
– that understands and empowers the individual
• Feature-rich & affordable
– a str...
Foundation for more to come
• 7 can be made fully yours
– Not just CRM, a personalized customer tool
– Configurable to you...
WHAT’S COMING NEXT?
Sugar 7.2 and Beyond
What’s coming?
• Conceptually:
– Listening to you, improving key areas
– Improvements to natural adoption of your CRM
– Re...
Listening To You
• Reporting enhancements
• Improved Global Search
• Inline Help and Tours
• Reimagined modules in Sugar 7...
Mobile: Sugar Where You Are
• Enhanced offline
• Brand new tablet layouts
• Business processes (SugarLogic)
• Native calen...
Smarter users deserve smarter apps
• Dun & Bradstreet
• Marketo
• Act-On
• HootSuite
• GMail, Google Docs
• Many more!
Tar...
YOUR TRANSITION TO 7
7 for our existing customers
• Today, spending our time on:
– Stabilization efforts
– Ensuring a smooth upgrade experience...
HOW WE BUILD IT
Our Product Vision
Listening to you
A strong
roadmap
Analysis
&
Research
User testing
Surveys
Usage Analysis
Focus Groups
Financial Analysis
...
Supporting you and your business
• End-user personalization
• Enhanced mobility
• Social selling
• Real-time communication...
Innovation through 2015
• Activity Streams
• Powerful solution for notifications
• Communications (not just Campaigns)
• E...
Key Takeaways
• It’s all about the user…
• 7 is the path forward in CRM…
– empowering the individual
– going beyond tradit...
Thank You!
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Beyond Sugar 7.2

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Sugar 7.2 offers a lot of great new features and tools for users and administrators. But that is only the beginning. Join this informative session with Senior Director of Products, Julian Ostrow, as he outlines the near-term roadmap for Sugar, and how planned enhancements will further empower every individual that touches your Sugar instance.

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  • *
  • Intelligent CRM that understands and empowers the individual – NOT A DATA ENTRY TOOL. WE’VE HAD ENOUGH OF THOSE.Feature-rich & affordableso you can sell the management – AND POWER USERSA powerful & unique UI for bringing together everything a Sugar user needs to know about the customerMay be a lofty goal– but I want every click, every button push to provide some value back to the person working with Sugar.
  • Beyond Sugar 7.2

    1. 1. BEYOND SUGAR 7.2 Julian Ostrow Senior Director, Products SugarCRM
    2. 2. Agenda • What’s the big deal with Sugar 7? • What’s coming beyond 7.2? • Your transition to 7 • Our product vision
    3. 3. THE “BIG DEAL” WITH SUGAR 7 CRM for the individual
    4. 4. Hint… The answer is on this slide!
    5. 5. “i” is the first step • Intelligent CRM – that understands and empowers the individual • Feature-rich & affordable – a strong, valuable tool for management • A powerful & unique UI – for bringing together everything a Sugar user needs to know about the customer
    6. 6. Foundation for more to come • 7 can be made fully yours – Not just CRM, a personalized customer tool – Configurable to your individual needs – Unlimited app builder – Completely cross-platform – No limitations on APIs
    7. 7. WHAT’S COMING NEXT? Sugar 7.2 and Beyond
    8. 8. What’s coming? • Conceptually: – Listening to you, improving key areas – Improvements to natural adoption of your CRM – Realizing the power of the new platform – A strong mobile offering – Integrations to work seamlessly with you
    9. 9. Listening To You • Reporting enhancements • Improved Global Search • Inline Help and Tours • Reimagined modules in Sugar 7’s UX • Much more! Targeted: Now through Q4 2014
    10. 10. Mobile: Sugar Where You Are • Enhanced offline • Brand new tablet layouts • Business processes (SugarLogic) • Native calendar sync Targeted: Updates throughout 2014
    11. 11. Smarter users deserve smarter apps • Dun & Bradstreet • Marketo • Act-On • HootSuite • GMail, Google Docs • Many more! Targeted: Many available now! More coming.
    12. 12. YOUR TRANSITION TO 7
    13. 13. 7 for our existing customers • Today, spending our time on: – Stabilization efforts – Ensuring a smooth upgrade experience – Easing the transition from 6 to 7 • OnDemand customer migrations begin in May • OnSite upgrades available in Q3 See the Adopt Sugar 7 session at 1pm tomorrow!
    14. 14. HOW WE BUILD IT Our Product Vision
    15. 15. Listening to you A strong roadmap Analysis & Research User testing Surveys Usage Analysis Focus Groups Financial Analysis Market Analysis Competitive Analysis Win/Loss Analysis Advisory Boards Product Council Sales & Support Teams Marketing Competition Analysts Strong editions Corporate Vision/Strategy Large set of ideas
    16. 16. Supporting you and your business • End-user personalization • Enhanced mobility • Social selling • Real-time communication • Leveraging more integrations Bottom line: support of our User First mantra
    17. 17. Innovation through 2015 • Activity Streams • Powerful solution for notifications • Communications (not just Campaigns) • Enhanced workflow for BPM • Personalization – Role-based layouts – Role-based dashboards Stability Features and innovation Platform improvements Maintenance Escalations
    18. 18. Key Takeaways • It’s all about the user… • 7 is the path forward in CRM… – empowering the individual – going beyond traditional CRM functions – a fast, strong platform to continue building • 7 is coming to you soon! 18
    19. 19. Thank You!

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