Sugar 7.2 provides an intelligent CRM that understands and empowers individual users. It offers a feature-rich yet affordable tool for management with a powerful and unique user interface. Future releases will focus on improvements to adoption, search, reporting, and modules based on user feedback. Mobile apps will be enhanced with offline access, tablet layouts, and business processes. Integrations with applications like Dun & Bradstreet, Marketo, and Act-On will be expanded. The product vision is focused on personalization, enhanced mobility, social selling, real-time communication, and leveraging integrations to support the user-first mantra.

1. BEYOND SUGAR 7.2
Julian Ostrow
Senior Director, Products
SugarCRM

2. Agenda
• What’s the big deal with Sugar 7?
• What’s coming beyond 7.2?
• Your transition to 7
• Our product vision

3. THE “BIG DEAL” WITH SUGAR 7
CRM for the individual

4. Hint…
The answer is on this slide!

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. 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. WHAT’S COMING NEXT?
Sugar 7.2 and Beyond

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. 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. Mobile: Sugar Where You Are
• Enhanced offline
• Brand new tablet layouts
• Business processes (SugarLogic)
• Native calendar sync
Targeted: Updates throughout 2014

11. Smarter users deserve smarter apps
• Dun & Bradstreet
• Marketo
• Act-On
• HootSuite
• GMail, Google Docs
• Many more!
Targeted: Many available now! More coming.

12. YOUR TRANSITION TO 7

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. HOW WE BUILD IT
Our Product Vision

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. 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. 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. 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. Thank You!