Social CRM: Understanding and Connecting with Your Customers | SugarCon 2011

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One of the biggest challenges that businesses face in today's world is connecting with the people they do business with in the most effective way. The rapid development of social media today has created many online social networks and digital channels where individuals linger and provide valuable and relevant information that can improve the way you do business with them. Social CRM taps into these information sources and helps put it into the context of your daily activities. In this session, Jennifer Yim will provide an overview of the Sugar Connectors and how they can greatly facilitate following, engaging and managing conversations with current and potential customers and partners in order to improve your relationships with them.

Presented at SugarCon 2011 by Jennifer Yim

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  • One of the biggest challenges that businesses face in today's world is connecting with the people they do business with in the most effective way for each individual. The rapid development of social media today has created many online social networks and digital channels where individuals linger and provide valuable and relevant information that can help you do better business with them. Social CRM taps into these information sources and helps put it into context of your daily activities. In this session, Jennifer Yim will provide an overview of the Sugar Connectors and how they can greatly facilitate following, engaging and managing conversations with current and potential customers and partners in order to improve your relationships with them.  
  • 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
  • Social CRM: Understanding and Connecting with Your Customers | SugarCon 2011

    1. 1.
    2. 2. Social CRM: Understanding and Connecting with Your Customers <br />Jennifer Yim<br />Product Management<br />©2011 SugarCRM Inc. All rights reserved.<br />
    3. 3. Agenda<br />Overview of Social features<br />Activity Streams<br />Facebook<br />Twitter<br />LinkedIn<br />InsideView<br />Hoover’s<br />Zoominfo<br />Demo<br />6.2 release schedule<br />Q&A<br />4/1/11<br />3<br />©2011 SugarCRM Inc. All rights reserved.<br />
    4. 4. Sugar Activity Streams<br />My Activity Stream dashlet<br />Reply to and delete posts<br />View user pictures<br />Filter by My Favorites<br />fka “My Sugar Feed”<br />Administrative control<br />Twitter feed<br />Facebook news feed<br />4/1/11<br />4<br />©2010 SugarCRM Inc. All rights reserved.<br />
    5. 5. Twitter<br />View Twitter feeds within module records<br />Follow Twitter feed within My Activity Stream dashlet<br />4/1/11<br />5<br />©2011 SugarCRM Inc. All rights reserved.<br />
    6. 6. Facebook<br />Follow Facebook News feed within My Activity Stream dashlet<br />4/1/11<br />6<br />©2011 SugarCRM Inc. All rights reserved.<br />
    7. 7. InsideView<br />Sales intelligence solution<br />Browse aggregated data from print and online media<br />View social media data<br />View international data<br />Basic version built into Sugar (6.2.x)<br />4/1/11<br />©2010 SugarCRM Inc. All rights reserved.<br />7<br />
    8. 8. Hoover’s<br />Bring in company data such as address, annual sales, total employees, phone numbers, description, synopsis<br />4/1/11<br />8<br />©2011 SugarCRM Inc. All rights reserved.<br />
    9. 9. Zoominfo<br />Company<br />Bring in company data, such as address and phone numbers, industry, website, annual revenue, company ticker<br />Person<br />Bring in businessperson data, such as current job title and company, biography, college/university, email address, phone numbers<br />4/1/11<br />9<br />©2011 SugarCRM Inc. All rights reserved.<br />
    10. 10. Demo<br />4/1/11<br />©2011 SugarCRM Inc. All rights reserved.<br />10<br />
    11. 11. 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 />11<br />
    12. 12. Q&A<br />Product Management: products@sugarcrm.com<br />4/1/11<br />12<br />©2011 SugarCRM Inc. All rights reserved.<br />

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