SugarCon 2015: Enhancing the i2i View with Sugar Mobile
1. ENHANCING THE I2I VIEW
WITH SUGAR MOBILE
Jason McDowall & Kathleen Barnes
Product Managers
SugarCRM
2. Agenda
• Present & Near Future
– State of mobile today
– What’s coming in v2.5 (April 2015)
– Your feedback and v2.6 plans (Summer 2015)
– End of life for legacy mobile products
• Looking Further Ahead
– Stitch Acquisition and future mobile UX
– Mobile SDK
3. PRESENT & NEAR FUTURE
Where we are, and where we’re
going in the near term
7. Mobile Today
• iOS & Android, Phone & Tablet
• Focus on Data Access: find, view, and edit
• Basic support for:
– Offline
– Dashboards and Dashlets (coming in v2.5 - Q2 2015)
– Custom modules
– SugarLogic
– Role based layouts
– Configurable home view (coming in v2.5 - Q2 2015)
12. Limitations
• Offline – limited capacity and configuration
• Dashboards and Dashlets – limited support
• Custom modules – based on module builder
• SugarLogic – executed on the server
14. Your feedback…and what we’ve done with it
# Request # Request
1 SugarLogic support ✔ 10 Support for Recently Viewed items ✔
2 Native calendar support with sync and offline
capabilities
11 Support for Activity Streams ✔
3 Capturing inbound/outbound calls for automatic creation
of Call records in Sugar.
12 Provide access to Reports on mobile ✔
4 Offline v2: Configurability for Initial Load, i.e. a
larger set (and more intelligent set)
13 Support for handling multiple e-mail addresses ✔
5 Push notifications from Sugar 14 Location based services, e.g. map integration along with a trip
planner (based on the location of nearby Contacts)
6 Dashboard/Dashlet support, i.e. Ability to both
view and configure Dashlets ) ✔
15 Support for theming/branding *
7 Advanced search and filtering (enabling Saved
Searches/Filters), including Global Search
enhancements
16 Support for Contracts Module
8 Sorting of data on Mobile app 17 Business Card Scanner
9 Ability to create and manage Quotes * 18 Support for Windows 8 devices
15. What else have you told us?
• Sorting/filtering is even more important
• Attach a call or email I made from my device to
my Mobile client
• Sync more records (and let me decide what
records to sync!)
• Themes and branding!!!
• Quotes! Quotes! Quotes!
18. Sugar Roadmap – Q2’15
Q2’15 Q3’15 Q4’15/Q1’16 Beyond
Filters
Offline
enhancements
Mobile 2.7
Dashboards and
Dashlets v2
Tagging
Mobile 2.6
Last Update: Jan. 2015
NOTE: All information is subject to change at any time without notice.
Mobile 2.8 +
Quotes
Mobile SDK
Mobile 2.5
Dashboards/Das
hlets v1
Activity Stream
Configurable
Home Screen
20. End of Life
Sugar Mobile Plus
Sugar Mobile
(aka Mobile Lite)
To be eliminated:
Along with End of Life
for v6.5
To be eliminated:
??
Talk with Dax about this
23. Stitch – Smart Sales Assistant
• Mobile app/service to accelerate revenue and
& improve CRM data capture
• Simplified, push-based UI action-oriented
to-do list driven by rules and derived insights
• Evaluated CRM, Email, Calendar, Sales
methodology
• Actions: Re-engage or follow-up with
context, update a record in CRM
• Acquired March 2015
25. Integrating Stitch into SugarCRM
• Automate/simplify data collection
– Server components -> SugarCRM Cloud Service
– Connect to external data sources, starting with Email
– Automatically log emails, add contacts, etc.
• Mobile UI -> inspire future Sugar UX
29. DOWN THE ROAD
Stitch – Smart Sales Assistant
Understand and Cultivate
Math is Like Love - Maryam
30. Sugar Recap
• SugarCRM helps you understand and cultivate
the most valuable customer relationships
• By helping you
– Capture data with minimal effort
– Analyze and derive meaningful insight about
relationships, including their expected value
– Focus effort on the most valuable actions
31. Future of SugarCRM Mobile
• Mobile will provide a context-driven action list
• To focus effort on the most valuable:
– Communication (call, email)
– Preparation (meetings)
– Data capture (automated or multi-step action flow)
• Based on role, process, location, calendar,
insight
• Configure flows based on role, task
34. Mobile SDK
• Best mobile experiences are crafted for each user
• Enable rapid custom app development
– API Wrapper (including action list)
– Authentication
– Offline Sync
– Others: Push notifications, GPS, E-signature, etc.
• Incrementally rebuild SugarCRM mobile foundation
and release updates to SDK
35. Summary
• Present & Near Future
– State of mobile today
– What’s coming in v2.5 (April 2015)
– Your feedback and near-term roadmap
– End of life for legacy mobile products
• Looking Further Ahead
– Stitch Acquisition and future mobile UX
– Mobile SDK
36. ENHANCING THE I2I VIEW
WITH SUGAR MOBILE
Jason McDowall & Kathleen Barnes
Product Managers
SugarCRM
37. Future of SugarCRM Mobile
• Today: Mobile = Data Access
– Look up and access common types of data
• Accounts, contacts, meetings, leads
• Because they CAN…
Doesn’t mean they WILL
38. Role-Based Views Defined
What is a Role-Based View (RBV)?
– A configuration option that allows an admin to
show users what’s most relevant to their role.
– This is NOT a security mechanism
• All security is still handled by Roles and ACLs
It has 3 key components:
– Role-based record layouts
– Role-based mobile layouts
– Role-based dropdowns
39. Role-Based Views - Mobile Configuration
RBV is available
in the Mobile
EditView and
Mobile
DetailView
Layouts for a
Module
40. Configurable “Home” View
• Users configure on the client, what they want to see
- Completely independent of the desktop
• Settings
– Default view selections - Modules/global
search/dashboards/recently viewed/activity stream
- Applies to when you see when you first start the app
• Based on the Default view you select
– There are different Sub Views and configuration options