Smart Business Solutions: Collaborating with Sugar | SugarCon 2011

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How can you more efficiently and effectively share information and collaborate on projects with your current and prospective customers and partners? The answer is within our next release of our Sugar …

How can you more efficiently and effectively share information and collaborate on projects with your current and prospective customers and partners? The answer is within our next release of our Sugar application, which includes seamless integrations with LotusLive, Google Docs, WebEx and GoToMeeting. These integrations provide your sales, marketing and customer support professionals with the power and flexibility of online file sharing and meeting hosting, within a fully integrated user experience in Sugar. In this session, Jennifer Yim will provide an overview of these new features as well as suggestions on how to leverage them to improve your collaboration efforts with your prospects, customers and partners.

Presented at SugarCon 2011 by Jennifer Yim

More in: Business
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  • Weekly Betas started with first Beta on March 16.Release Candidate is scheduled to be released mid-April.Reminder that the Release Candidates (bi-monthly) are GA-ready. On-demand Upgrades to first 6.2.x patch – June/July timeframe

Transcript

  • 1.
  • 2. Smart Business Solutions: Collaborating with Sugar
    Jennifer Yim
    Product Management
    ©2011 SugarCRM Inc. All rights reserved.
  • 3. Agenda
    Overview of new collaboration features in 6.2
    LotusLive Meetings & Files
    Google Docs
    Cisco WebEx
    GoToMeeting
    Sugar Mobile
    Demo
    6.2 release schedule
    Q&A
    4/1/11
    3
    ©2010 SugarCRM Inc. All rights reserved.
  • 4. LotusLive Meetings
    Host and join LotusLive meetings without leaving Sugar
    Send LotusLive meeting invitations to Sugar users and other people outside the system
    4/1/11
    ©2010 SugarCRM Inc. All rights reserved.
    4
  • 5. LotusLive Files
    Upload files to LotusLive directly from Sugar
    Access LotusLive files directly from Sugar
    Share and collaborate on files with Sugar users and other people outside Sugar through LotusLive
    4/1/11
    5
    ©2010 SugarCRM Inc. All rights reserved.
  • 6. Google Docs
    Upload documents to Google Docs directly from Sugar
    Access Google Docs files directly from Sugar
    Share and collaborate on documents with Sugar users and customers and partners
    4/1/11
    ©2010 SugarCRM Inc. All rights reserved.
    6
  • 7. Cisco WebEx and GoToMeeting
    Schedule, host and join Cisco WebEx and GoToMeeting directly from Sugar
    Send invitations to Cisco WebEx and GoToMeeting to other Sugar users and external attendees
    4/1/11
    ©2010 SugarCRM Inc. All rights reserved.
    7
  • 8. Sugar Mobile
    Native clients for
    iPhone and iPad
    Android
    Features
    View, edit, create and delete records and related records
    Call and email customers from within the app using native phone features
    Log placed calls
    Map addresses
    View recent and open activities
    View reports
    Customize layouts in Studio
    4/1/11
    8
    ©2011 SugarCRM Inc. All rights reserved.
  • 9. Sugar Mobile for Android
    UI designed to fit Android
    Same functionality as Sugar Mobile for iPhone
    Additional functionality
    Import contacts and leads from phone address book
    Email reports and quotes using phone email client
    4/1/11
    ©2010 SugarCRM Inc. All rights reserved.
    9
  • 10. Sugar Mobile Roadmap
    Blackberry
    iPad-specific app
    Offline Sync
    4/1/11
    10
    ©2011 SugarCRM Inc. All rights reserved.
  • 11. Demo
    4/1/11
    ©2011 SugarCRM Inc. All rights reserved.
    11
  • 12. Release Schedule
    On-Demand Upgrades
    SugarCon
    GA
    Weekly Betas
    Release Candidates
    April
    May
    June
    March
    4/1/11
    ©2010 SugarCRM Inc. All rights reserved.
    12
  • 13. Q&A
    Product Management: products@sugarcrm.com
    4/1/11
    13
    ©2011 SugarCRM Inc. All rights reserved.