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.

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Upgrading to Sugar 7.2

  1. 1. UPGRADING TO SUGAR 7.2 @SugarCRMu #SugarCon Andrea Ayers Dax Farhang Sr. Technical Trainer Director of Product Management SugarCRM
  2. 2. Agenda • Updated User Interface • What’s New and Different in Sugar 7 • Additional Resources
  3. 3. UPDATED USER INTERFACE Sidecar & Legacy Modules
  4. 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. 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. 6. WHAT’S NEW & DIFFERENT IN SUGAR 7
  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. 8. User Experience Enhancements
  9. 9. User Experience Enhancements
  10. 10. User Experience Enhancements
  11. 11. User Experience Enhancements
  12. 12. User Experience Enhancements
  13. 13. User Experience Enhancements
  14. 14. User Experience Enhancements
  15. 15. User Experience Enhancements
  16. 16. User Experience Enhancements
  17. 17. User Experience Enhancements
  18. 18. User Experience Enhancements
  19. 19. Activity Streams and Social Collaboration Platform
  20. 20. Activity Streams Rich Content Record Post Comment Mentioning records & user
  21. 21. Line Items Sales Opportunity Tracking
  22. 22. Forecasting Enhancements
  23. 23. End-User Forecast
  24. 24. End-User Forecast
  25. 25. Sales Managers Forecasts
  26. 26. Administrators Forecast Configuration • Custom Ranges • Range Tags • Column administration
  27. 27. Intelligence Panels
  28. 28. Intelligence Panel Multiple Dashboards
  29. 29. Intelligence Panel • Top 10 • List View • Charting Engine
  30. 30. Intelligence Panel - Record • Context-aware • Twitter • Google News for an Account
  31. 31. SugarCRM Mobile App
  32. 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. 33. Revamped Tours and New Help
  34. 34. Enhanced User Adoption – Revamping Tours
  35. 35. Enhanced User Adoption – New Help
  36. 36. ADDITIONAL RESOURCES
  37. 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. 38. Recap • Updated User Interface • What’s New and Different in Sugar 7 • Sugar 7.2 On-Demand Upgrade Process • Additional Resources
  39. 39. Q&A Session
  40. 40. Adoption of Sugar 7 Session Thank You

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