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ENHANCING THE I2I VIEW
WITH SUGAR MOBILE
Jason McDowall & Kathleen Barnes
Product Managers
SugarCRM
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
PRESENT & NEAR FUTURE
Where we are, and where we’re
going in the near term
DOWN THE ROAD
Stitch – Smart Sales Assistant
Where We Are Today
Mobile Today
Mobile Today
find view
offline
edit
Dashbo
ards/das
hlets
Custom
modules
SugarLo
gic
Role
Based
Views
Q2 2015
Replace boxes w/images
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)
Dashboards
Activity Stream
Better screenshot of an activity feed?
Detail View
Usage Statistics
Accounts
Stuff Related to Accounts
Contacts
Meetings
Leads
Opportunities
Calls
Notes
Cases
67%
33%
sessions
Limitations
• Offline – limited capacity and configuration
• Dashboards and Dashlets – limited support
• Custom modules – based on module builder
• SugarLogic – executed on the server
YOUR FEEDBACK
What was and is important to you
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
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!
LATER THIS YEAR
Near-term roadmap*
LATER THIS YEAR
Near-term roadmap*
*Guaranteed to change
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
End of Life
Sugar Mobile PlusSugar Mobile
(aka Mobile Lite)
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
DOWN THE ROAD
Stitch acquisition, future mobile
UX, and mobile SDK
DOWN THE ROAD
Stitch – Smart Sales Assistant
Stitch – Smart Sales Assistant
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
Stitch – Smart Sales Assistant
Main Update CRM Send Email Contact Insight
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
DOWN THE ROAD
Stitch – Smart Sales Assistant
Looking Ahead
DOWN THE ROAD
Stitch – Smart Sales Assistant
Create Value & Sell It
DOWN THE ROAD
Stitch – Smart Sales Assistant
Personal Relationships
DOWN THE ROAD
Stitch – Smart Sales Assistant
Understand and Cultivate
Math is Like Love - Maryam
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
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
Future of SugarCRM Mobile
x4
DOWN THE ROAD
Stitch – Smart Sales Assistant
Mobile Building Blocks
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
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
ENHANCING THE I2I VIEW
WITH SUGAR MOBILE
Jason McDowall & Kathleen Barnes
Product Managers
SugarCRM
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
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
Role-Based Views - Mobile Configuration
RBV is available
in the Mobile
EditView and
Mobile
DetailView
Layouts for a
Module
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
v2.4 v2.5

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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
  • 4. DOWN THE ROAD Stitch – Smart Sales Assistant Where We Are Today
  • 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)
  • 9. Activity Stream Better screenshot of an activity feed?
  • 11. Usage Statistics Accounts Stuff Related to Accounts Contacts Meetings Leads Opportunities Calls Notes Cases 67% 33% sessions
  • 12. Limitations • Offline – limited capacity and configuration • Dashboards and Dashlets – limited support • Custom modules – based on module builder • SugarLogic – executed on the server
  • 13. YOUR FEEDBACK What was and is important to you
  • 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!
  • 17. LATER THIS YEAR Near-term roadmap* *Guaranteed to change
  • 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
  • 19. End of Life Sugar Mobile PlusSugar Mobile (aka Mobile Lite)
  • 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
  • 21. DOWN THE ROAD Stitch acquisition, future mobile UX, and mobile SDK
  • 22. DOWN THE ROAD Stitch – Smart Sales Assistant Stitch – Smart Sales Assistant
  • 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
  • 24. Stitch – Smart Sales Assistant Main Update CRM Send Email Contact Insight
  • 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
  • 26. DOWN THE ROAD Stitch – Smart Sales Assistant Looking Ahead
  • 27. DOWN THE ROAD Stitch – Smart Sales Assistant Create Value & Sell It
  • 28. DOWN THE ROAD Stitch – Smart Sales Assistant Personal Relationships
  • 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
  • 32. Future of SugarCRM Mobile x4
  • 33. DOWN THE ROAD Stitch – Smart Sales Assistant Mobile Building Blocks
  • 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