SugarCRM What's new in Sugar 6.5?


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What's in it for you? Check out what's new in Sugar 6.5

Want to know more? Here are 5 reasons Why You Should Upgrade to SugarCRM 6.5:

Talk to SugarCRM Australia's Gold Partner, Loaded Technologies:

- Contact us on +612 8282 2900,
- Visit our website:
- Email us at

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SugarCRM What's new in Sugar 6.5?

  1. 1. What’s New in Sugar 6.5
  2. 2. Key areas of focus in the Sugar 6.5 release • Brand new user interface delivers fantastic new user experience • Full Text Search: new predictive search, just like Google! • New Calendar now easily integrates with a whole series of calendars • Email Archiving to Cases: great productivity enhancement for customer support people • Sugar Logic enhancements: complex customisations made simple • Platform enhancements: performance and architecture improvements
  3. 3. Sugar 6.5: End-user and business benefits • Improved user experience with a cleaner, more intuitive and much faster User Interface • Makes finding the information you need amazingly easy with a new full text search • Faster and easier to manage appointments and keep your calendars in sync with the updated Calendar with new iCal and Outlook integration • Improved productivity: email archiving enhancements • Additional support for IBM software and hardware • Platform, architecture, speed and performance improvements
  4. 4. Fantastic new User Experience • Less clutter • Cleaner interface • More intuitive • Faster Maximum amount of screen real estate to make sure you have the most relevant info possible about your prospects and customer Clean, intuitive User Interface
  5. 5. A new way to navigate • Finding information is intuitive • Finding information is fast • Finding information is targeted • Increases productivity and saves time Search in Sugar is like Google Search
  6. 6. New Calendar module More productivity • Web calendar look & feel • Drag and drop • Recurring meetings • Supports iCal Standard • Updated Microsoft Outlook integration
  7. 7. New iCalendar support iCalendar is used and supported by a large number of calendars, including: • Google Calendar • Apple iCal • IBM Lotus Notes • Yahoo! Calendar
  8. 8. Email archiving enhancements • Ability to associate Emails to Cases based on Case number • All Archived Emails are displayed in the Archive folder of Emails module Great productivity enhancement
  9. 9. Sugar Logic Sugar is the easiest and most user-friendly CRM system to configure around your business processes: • New UI for dependent drop-down fields • No more need to remember formula expressions • Related module fields are displayed during related module formula creation • Displayed fields are filtered based on the formula type Increased flexibility
  10. 10. IBM Connections IBM Connections is a social software that lets you access everyone in your professional network, including your colleagues, customers, and partners. Increased productivity
  11. 11. Under the hood enhancements for Developers and Sugar Administrators • Performance improvements • Architecture improvements • Infrastructure improvements • Platform improvements
  12. 12. Move to Sugar 6.5 • Call Loaded on +612 8282 2900 • Email us at • Visit our website
  13. 13. About Loaded
  14. 14. At Loaded, we focus on delivering smart solutions to unlock your customer relationship potential. We utilise CRM, marketing automation and business intelligence software, and bring our business, marketing and technical expertise to the task of designing, delivering & supporting the right solution for your organisation.
  15. 15. About Loaded Smart solutions to unlock your customer potential. • Founded in 1995 as a web development business. • Broadened offering over last 7 years to encompass ‘total CRM journey’ with a wide range of CRM integrations enabling business impact and ROI. • Partnered with SugarCRM in 2005, attracted to open source model, flexibility and value. SugarCRM Platinum Partner since 2006. • Broadened offering in Marketing Automation products and services in 2011: HubSpot and Pardot. • Strong consulting-led approach to our work – focus on delivering business impact and sustainable change • Deep technical and functional knowledge and experience in SugarCRM application • Rigorous processes, tools, methods and documentation ensure quality of our work • Clients sectors include IT products and services; not for profit; financial services; accounting firms; retail; manufacturing/wholesale; and federal and state government.
  16. 16. Our offer – ‘total CRM’
  17. 17. Loaded Capabilities Capabilities Why It Matters SugarCRM Depth: in consulting, development, training, infrastructure • Deep knowledge of the application and its potential, at the functional and technical level CRM breadth: 30+ years in total CRM experience • Sound basis for advice and design solutions • Provides rich inputs to our delivery processes – allows for on time, on budget, quality, ‘no surprises’ implementations and deployments Business strategy and execution: top tier management consulting and executive leadership experience • Strategic and technical partners, to help ensure your CRM journey is well planned and delivers organisational benefits at every stage Technology depth and breadth: delivering and supporting complex integrations and deployments • Able to support and maintain complex solutions over time for clients • Deep experience in a wide range of integrations CRM breadth & depth, backed by strategic, operational and technology expertise
  18. 18. Loaded serves clients across a range of sectors, from higher education to government; not for profit to financial services; information technology to retail. Our clients
  19. 19. An Overview for Client name Our partners Loaded partners with world leading technology providers to ensure we have the best software, infrastructure and supporting tools at our disposal, to support client needs. SugarCRM is the world’s fastest growing CRM application. Recently named in the Gartner Magic Quadrant as a Visionary for Sales Force Automation Pardot is a leading SAAS marketing automation tool recently acquired by Hubspot is a comprehensive, all-in-one marketing platform JasperSoft is a cloud based business intelligence application bringing enterprise level BI to any business. Amazon Web Services is a cloud computing platform that provides flexible, scalable, and cost-effective technology infrastructure.
  20. 20. Contact An Overview for Client name 1300 LOADED Phone: 1300 LOADED (0282822900) Email: Website: Address: Ground Floor, 221 Miller Street, North Sydney, NSW 2060. Australia