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Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
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Upgrading to Sugar 7.2

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For those of you that are upgrading to Sugar 7, this presentation is for you. We’ll show you what's new in Sugar 7 and prepare your team for a smooth migration to Sugar 7. …

For those of you that are upgrading to Sugar 7, this presentation is for you. We’ll show you what's new in Sugar 7 and prepare your team for a smooth migration to Sugar 7.

Published in: Software, Business, Technology
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Transcript

  • 1. UPGRADING TO SUGAR 7.2 @SugarCRMu #SugarCon Andrea Ayers Dax Farhang Sr. Technical Trainer Director of Product Management SugarCRM
  • 2. Agenda • Updated User Interface • What’s New and Different in Sugar 7 • Additional Resources
  • 3. UPDATED USER INTERFACE Sidecar & Legacy Modules
  • 4. Sidecar vs. Legacy Modules Sidecar Modules (New User Interface in Sugar 7) • Accounts • Bugs • Cases • Contacts • Forecasts • Home • Leads • Notes • Opportunities • Quoted Line Items • Revenue Line Items (New Module) • Targets • Target Lists • Tasks Legacy Module (User Interface Carried Over from Sugar 6) • Calendar • Calls • Campaigns • Contracts • Documents • Emails • Knowledge Base • Meetings • Quotes • Reports
  • 5. Custom Modules Not Created in Module Builder • Custom modules installed in your Sugar instance that were not created in Module Builder will use the Legacy user interface upon upgrade. Created in Module Builder • Custom modules that were created in Module Builder and deployed in your instance will utilize the Sidecar user interface upon upgrade.
  • 6. WHAT’S NEW & DIFFERENT IN SUGAR 7
  • 7. What’s Different • User Experience Enhancements • Activity Streams and Social Collaboration Platform • Line Items Sales Opportunity Tracking • Forecasting Enhancements • Intelligence Panel • SugarCRM Mobile App • Revamped Tours and New Help
  • 8. User Experience Enhancements
  • 9. User Experience Enhancements
  • 10. User Experience Enhancements
  • 11. User Experience Enhancements
  • 12. User Experience Enhancements
  • 13. User Experience Enhancements
  • 14. User Experience Enhancements
  • 15. User Experience Enhancements
  • 16. User Experience Enhancements
  • 17. User Experience Enhancements
  • 18. User Experience Enhancements
  • 19. Activity Streams and Social Collaboration Platform
  • 20. Activity Streams Rich Content Record Post Comment Mentioning records & user
  • 21. Line Items Sales Opportunity Tracking
  • 22. Forecasting Enhancements
  • 23. End-User Forecast
  • 24. End-User Forecast
  • 25. Sales Managers Forecasts
  • 26. Administrators Forecast Configuration • Custom Ranges • Range Tags • Column administration
  • 27. Intelligence Panels
  • 28. Intelligence Panel Multiple Dashboards
  • 29. Intelligence Panel • Top 10 • List View • Charting Engine
  • 30. Intelligence Panel - Record • Context-aware • Twitter • Google News for an Account
  • 31. SugarCRM Mobile App
  • 32. New SugarCRM Mobile App SugarCRM Mobile App is now available for download on the App Store and Google play. Note: Sugar Mobile Plus is not supported in Sugar 7 and will not function with instances upgrading from v. 6.x to v. 7.2.
  • 33. Revamped Tours and New Help
  • 34. Enhanced User Adoption – Revamping Tours
  • 35. Enhanced User Adoption – New Help
  • 36. ADDITIONAL RESOURCES
  • 37. Additional Resources • Documentation & Release Notes – Reviews the Feature Enhancements, Known Issues, Fixed Issues, Additional Product Information and Support Platforms • Training Video/Weekly Webinars – updated to Sugar 7 on a variety of topics • Knowledge Base Articles • Learn more about Sugar UX demo video
  • 38. Recap • Updated User Interface • What’s New and Different in Sugar 7 • Sugar 7.2 On-Demand Upgrade Process • Additional Resources
  • 39. Q&A Session
  • 40. Adoption of Sugar 7 Session Thank You

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