CRM Acceleration London, September 2012, Presentation Modern and flexible working in Sugar

1. Modern & flexible
working in Sugar
Using Sugar to support the way you work and do business,
and to provide you with the tools to work smarter and
efficiently.

2. CRM Leader
Forrester ranks SugarCRM as market leader

3. Common scenarios…

4. Think of some common scenarios...
• Business managers push mobile requirements to increase
employee productivity
• IT managers want to control their diverse corporate mobile
environment.
• Employees want the flexibility to bridge work and personal activities
safely.

5. ...and what can you manage with mobile?
• Contact and account management.
• Lead, opportunity, and prospect management.
• New order generation and inventory updates.
• Field service and repair.
• Facilitation of approval workflows.
• Reporting and analysis
Giving you
• One-click email
• One-click address lookup to Maps
• Call logging
And much much more…

6. So what are the mobile
offerings?

7. MobileCRM
SugarCRM is raising the bar and
setting a new standard in Mobile CRM.
Stay in touch while on-the-go with
Sugar Mobile functionality.
Sugar offers smartphone and tablet
access that is hassle-free so you can
continue to work away from the office.
Sugar offers customers three mobile
CRM options:
Sugar Mobile Browser,
Sugar Mobile, and
Sugar Mobile Plus.

8. Sugar Mobile Browser
Sugar Mobile Browser gives users
ubiquitous access to Sugar from a
smartphone or tablet using their
browser.
With Sugar Studio mobile editor,
administrators can easily configure
what fields and modules are visible
from the smartphone.
This optimises the mobile experience
for the company’s mobile workers,
reducing downtime and increasing
productivity.
Sugar Mobile Browser is included in
all subscriptions.

9. Mobile Browser : Positive Impacts
• Access Sugar from any
smartphone, including smartphones
running the Symbian and Windows
Mobile operating systems.
• Access Sugar from any tablet,
including Android, BlackBerry and
iPad
• HTML5 charts ensure that you can
view charts from the Apple iPad,
Blackberry Playbook or Android
Tablet
• Implement mobile functionality
quickly and simply across all Sugar
deployment options

10. SugarMobile
Sugar Mobile is a native app that gives
users access to Sugar data from any
Android or iPhone smartphone, as long
as they are connected to the Internet.
With Sugar Studio Mobile editor,
administrators can easily configure what
fields and modules are visible to the
Sugar Mobile user.
This optimises the mobile experience for
the company’s road warriors, reducing
downtime and increasing productivity.
Sugar Mobile is included in all
subscriptions.

11. SugarMobile : Positive Impact
• Access your customer data from
your Android or iPhone when you are
connected to the Internet.
• Access Sugar reports
• Integrate with mapping apps on the
device
• Integrate with mobile email clients
• Log calls made from your device to
Sugar
• Implement mobile functionality
quickly and simply across all Sugar
deployment options

12. Sugar MobilePlus
Sugar Mobile Plus gives users access to
Sugar data from their smartphone or tablet via
a native application with offline sync
capabilities, which also stores a copy of the
CRM data securely on the mobile device.
Sugar Mobile Plus is available for BlackBerry,
iPad, and iPhone.
Using the Sugar configuration tools,
administrators can easily define what fields
and modules are visible in Sugar Mobile Plus.
This optimises the mobile experience for the
company’s road warriors, reducing downtime
and increasing productivity.
Sugar Mobile Plus is included in the Sugar
Corporate, Enterprise, and Ultimate
subscriptions and is available as an a-la-carte
add-on for Sugar Professional.

13. Sugar MobilePlus : Positive Impact
• Access your customer data anytime from
your BlackBerry, iPad, or iPhone whether
or not you are connected to the Internet.
• Automatically syncs your customer data
when you connect to the Internet
• Encrypts and stores your customer data
locally on your device
• For added security, administrators can
remotely wipe all customer data from
remote devices
• Integrates with mapping apps on the
device
• Integrates with mobile email clients
• Log calls made from your device to Sugar
• Implement mobile functionality quickly and
simply across all Sugar deployment
options

14. Demonstration
Show me mobile…

15. Questions
If you have any questions, please ask…