modern & flexible working in sugarcrm

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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.

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

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Page 1: Modern & flexible working in SugarCRM

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.

Page 2: Modern & flexible working in SugarCRM

CRM Leader

Forrester ranks SugarCRM as market leader

Page 3: Modern & flexible working in SugarCRM

Common scenarios…

Page 4: Modern & flexible working in SugarCRM

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.

Page 5: Modern & flexible working in SugarCRM

...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…

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So what are the mobile offerings?

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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.

Page 8: Modern & flexible working in SugarCRM

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.

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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

Page 10: Modern & flexible working in SugarCRM

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.

Page 11: Modern & flexible working in SugarCRM

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

Page 12: Modern & flexible working in SugarCRM

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.

Page 13: Modern & flexible working in SugarCRM

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

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Demonstration

Show me mobile…

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Questions

If you have any questions, please ask…