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 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

Published in: Business
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Smart Business Solutions: Collaborating with Sugar | SugarCon 2011

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

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