sugar online user group - september 13, 2016
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SugarCRM MobileGuest Speaker: Joseph Mao, Director of Product Management, SugarCRM Mobile
Online User GroupSeptember 13, 2016
© W-Systems Corp. www.w-systems.com
Agenda
• Last User Group Recorded Video Link• SugarCRM Company and Sugar News Roundup• Upcoming Sugar Training• Feature Topic: SugarCRM Mobile• Sugar Q&A Session
© W-Systems Corp. www.w-systems.com
Last Meeting Topic
July 2016: SugarCon 2016 Recap• Streaming Video Recording Link on our blog (July Archive)• https://www.w-systems.com/blog/sugarcrm/july-2016-sugar-online-user-
group-meeting-recap• SugarCon 2016 Blog Posts:
– SugarCon 2016 Recap: Day 1– SugarCon 2016 Recap: Day 2– SugarCon 2016 Recap: Day 3– SugarCon 2016 Recap: App Throwdown– SugarCon 2016 Recap: UnCon– SugarCon and UnCon 2016 Presentations
• Webinar Archive: • https://www.w-systems.com/company/webinar-archive/
© W-Systems Corp. www.w-systems.com
Request for Case Study Participation
We are looking for customers that would be interested in having W-Systems write a case study about the impact that Sugar has had within your company.
• Your company will receive visibility on both our website and social media channels.
• As a thank you for your time you will receive a $50 Amazon Gift Card.
• More information: http://wsyste.ms/cs-request
© W-Systems Corp. www.w-systems.com
New White Paper
For those who have never been involved in a large-scale CRM data migration project, there can be a misperception that data migration is a simple exercise of exporting data from one system and importing data into another system.
Download White Paper: http://wsyste.ms/crm-dm
© W-Systems Corp. www.w-systems.com
New Industry Section on W-Systems Website
New Industries Sectionhttps://www.w-systems.com/industries/
• Highlights 25+ industries that we have expertise deploying CRM
• See specific projects, customers and case studies sorted by industry
© W-Systems Corp. www.w-systems.com
New Industry Section on W-Systems Website
New Industries Sectionhttps://www.w-systems.com/industries/
• Highlights 25+ industries that we have expertise deploying CRM
• See specific projects, customers and case studies sorted by industry
© W-Systems Corp. www.w-systems.com
News Roundup: Upcoming Events
http://www.jackhenrybanking.com/2016bec
© W-Systems Corp. www.w-systems.com
News Roundup: Upcoming Events
For information on how to register please contact sarah@w-systems.com
© W-Systems Corp. www.w-systems.com
News Roundup
• Sugar 7.7.1.1https://www.w-
systems.com/products/sugarcrm/releases/sugar-7.7.1.1/
• PHP version 5.6 is now supported which has an estimated 30% improvement in performance: https://developer.sugarcrm.com/2016/07/25/sugar-now-supports-php-5-6-in-sugar-7-7-1/
© W-Systems Corp. www.w-systems.com
News Roundup
• SugarCRM Mobile 4.0.0– iOS: w-systems.com/products/sugarcrm/releases/sugarcrm-mobile-4.0.0-for-ios/
– Android: w-systems.com/products/sugarcrm/releases/sugarcrm-mobile-4.0.0-for-android/
© W-Systems Corp. www.w-systems.com
SugarCRM Resources
• SugarCRM Community– https://community.sugarcrm.com
• SugarCRM Support Page– https://support.sugarcrm.com
• Sugar University– http://university.sugarcrm.com/
• SugarCRM on YouTube– https://www.youtube.com/user/DiscoverSugarCRM
• W-Systems SugarCRM Blog– https://www.w-systems.com/blog
• W-Systems on Twitter– https://twitter.com/wsystemscorp
© W-Systems Corp. www.w-systems.com
Upcoming Training on Sugar University
• View the Sugar University catalog at university.sugarcrm.com– September 29th – How Sales Uses Sugar
https://www.w-systems.com/training/detail/how-sales-uses-sugar1/2016-09-29– October 6th – Preparing for the Administration Specialist Certification
https://www.w-systems.com/training/detail/preparing-for-the-administration-specialist-certification/2016-10-06
– October 13th – Using Sugar Studiohttps://www.w-systems.com/training/detail/using-sugar-studio/2016-10-13
– October 20th – Creating Email Campaignshttps://www.w-systems.com/training/detail/creating-email-campaigns1/2016-10-20
– November 10th – Troubleshooting Sugar and Working with Sugar Supporthttps://www.w-systems.com/training/detail/troubleshooting-sugar-and-working-with-sugar-support/2016-11-10
– December 8th – Using the Dropdown Editorhttps://www.w-systems.com/training/detail/using-the-dropdown-editor/2016-12-08
• Live Classroom Training Schedule Updated: https://university.sugarcrm.com/upcomingclasses
© W-Systems Corp. www.w-systems.com
SugarCRM Mobile with Joseph Mao
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIALCONFIDENTIAL
SugarCRM Mobile
Joseph MaoDirector of MobileSeptember 2016
Confidential
State of the World
2
Confidential
Mobile devices are transforming the world and there will be more mobile devices than people soon
Confidential
The Enterprise is a transforming toward a mobile centric world
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIALCONFIDENTIAL
User Polls
How frequently do you use SugarCRM Mobile?• Daily
• Weekly
• Monthly
• Sometimes
• Never
Confidential
Mobile in the last 12 months
6
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
SugarCRM Mobile v2.7.0 Updates
7
Sorting
Filtering UI Tweaks
2.7
Sharing
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
Filtering
• Quickly find the
right record with
custom filters.
8
Choose the desired category.
Note, if you create custom filters in the desktop app, the mobile app will display them in the drop-down filter.
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
Sorting
• Get a new
point of view
by sorting on
any field.
9
Select the desired field.
Tap the sort order button to arrange in ascending or descending order.
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
Sharing
• Quickly share
records via
email or text.
10
Tap the vertical ellipsis button.
Select share from the menu, and then choose how to send it.
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
User Interface Tweaks: Search in Header
• Free up screen
space by searching
from the header.
11
Tap the magnifying glass to access the search field.
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
12
User Interface Tweaks: Swipe Left
Note, the grip button has been removed, but the swipe-left interaction remains.
Find the Favorite button in the context menu.
➔ Enjoy cleaner
aesthetics with the
same functionality.
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
13
User Interface Tweaks: Recently Viewed
Note, the Recently Viewed option has been removed from the main menu and is part of global search.
Tap Global Search to search all records.
➔ Find what you need fast
with Global Search,
where you can now find
recently viewed records.
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
14
User Interface Tweaks: Dashboard Home
• Have a more colorful
experience with the
redesigned dashboard
home view.
Tap My Dashboard in the main menu.
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
User Interface Tweaks: Tutorial Changes
• Have a
great first
experience.
15
Tap anywhere to dismiss.
Open the app for the first time and find new callouts for functionality that needs explaining.
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
Dashboards: Twitter Dashlet Added
• Sweet Tweet! The
Twitter dashlet comes
to mobile.
• With Dashboards, stay
informed with quick
access to charts, lists,
and other dashboard
data.
16
Supported dashlets include:
◆ Activity Stream◆ List View◆ Active Tasks◆ History◆ Inactive Tasks◆ Planned Activities◆ Top 10 Sales◆ Saved Reports Chart◆ Forecast Bar Chart (7.6 or above)◆ Forecast Pipeline Chart (7.6 or above)◆ In Forecast (7.6 or above)◆ Twitter
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
17
Filters: Filtering comes to Search
• Quickly find the right
record by paring down
search results to My
Records and
Favorites.
Tap Filters when viewing search results.
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
18
Intelligence Pane: Dashlets on Record View
• The intelligence pane
comes to mobile.
• Be in the know with
dashlets on accounts,
contacts, and other
records including Case
Summary, Opportunity
metrics Tap Dashboards on record detail view.
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
19
Filters: Offline Filtering and Sorting
• Quickly find the right
record with custom
filters...even when
offline.
Filters and Sort available offline
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
20
Offline Mode Improvements
• Data Encryption for offline storage
that keeps customer data secure
and safe
• Increase initial offline download to 1000+ records/module (coming soon)
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
Latest Changes in Mobile 4.0.x• New themes & fonts that improve readability
• Major back-end changes to get ready for the
upcoming Mobile Extensibility Tools
• Foundational work to support Mobile Device
Management (MDM) tools
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
22
Deep Linking
• Deep linking capability allows
you click on shared links and
see it in your app
• Ability for to create a link that
pre-sets instance name in
mobile (Coming Soon)
• Available with 7.7.1 and
SugarCRM Mobile 4.xClick on a link and go to the mobile app
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIALCONFIDENTIAL
User Polls
How useful would deeplinking be for you?
(1) Would not use
(2) Not useful
(3) Neutral
(4) Useful
(5) Would use it a lot
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIALCONFIDENTIAL
User Polls
How beneficial do you feel it is to be able to pre-set the Sugar Instance via an email link?
(1) Would not use
(2) Not useful
(3) Neutral
(4) Useful
(5) Would use it a lot
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
Sugar Mobile -- In Summary
Confidential
Mobile Extensibility
26
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
Mobile Extensibility Roadmap
StudioMobile Application
Configuration Service
Mobile SDK Mobile SDK module loader
Module and Field configurations via
Studio
Re-branding, Preset configurations,
flexible deployments
Upgrade safe code level changes via APIs for custom (fields, dashlets, views, buttons)
Ability to load Mobile SDK modules into
MACS for easy development and
deployment
Available NOW FutureSeptember 2016
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIALCONFIDENTIAL
Mobile Application Configuration Service• Re-skin App with your own logo and
color themes• Flexible Deployment your internal or
external App Store• Preset Configuration for login and
configuration via Mobile Device Management tools
• Secure Enterprise Deployment with nearly any Mobile Device Management vendor
Available in Q3 2016 for Enterprise Subscription Customers
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
ON THE WORLD’S MOST FLEXIBLE AND EXTENSIBLE CRM PLATFORM
● New APIs and access to a upgrade safe codebase
● Extensible CRM mobile platform allowing extensions to any industry or use-case
○ Custom Field types ○ Custom Validations○ Custom Dashlets○ Custom Actions○ Custom Views
● Allow users to download our source code and modify (within limitations for safe upgrade)
EnablesNewUsecasesusingmobilecapabilities.Embeddatafromothersourcesandsolveforany
industryorcustomerrequirement
Coming Soon!
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
Mobile SDK Customizations
Custom Action Buttons● Check-in/out● Call up another app (eg Skype)● Custom Actions (camera, print)
Custom Field Types 1. Field Validations2. Bring up custom actions such as
signature screen or geolocation
Custom Branding● Adapt the colors to your corporate
color themes● Flexible deployment for your app
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
Mobile SDK Custom Dashlets
Custom Dashlets● Dashlets with custom logic● Display graphs or data in
whatever way you want● Just like what you can do on
desktop
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIAL
Mobile SDK Custom Views
Custom Views that allow flexibility to build your own screens
● Custom views ● Custom tables● Display data from other
systems
© 2016 SugarCRM Inc. All rights reserved.
CONFIDENTIALCONFIDENTIAL
What’s on your list?
While we have a long list of capabilities that we plan to do ..
What enhancements would you like to see in SugarCRM Mobile?
© W-Systems Corp. www.w-systems.com
© W-Systems Corp. www.w-systems.com
Contact Information
Host:SarahFriedlanderGarcia&JosephMaoEmail:sarah@w-systems.com &jmao@sugarcrm.comOffice:(201)760-2565
Thiseventisbeingrecorded.TherecordingwillbepostedontheW-Systemsbloginthenextdayortwoandalinkincludedinournextnewsletter
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