smart business solutions: collaborating with sugar | sugarcon 2011
DESCRIPTION
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 YimTRANSCRIPT
Smart Business Solutions: Collaborating with Sugar
Jennifer Yim
Product Management
©2011 SugarCRM Inc. All rights reserved.
04/10/2023 3
Agenda
Overview of new collaboration features in 6.2LotusLive Meetings & FilesGoogle DocsCisco WebExGoToMeetingSugar Mobile
Demo6.2 release scheduleQ&A
©2010 SugarCRM Inc. All rights reserved.
LotusLive Meetings
Host and join LotusLive meetings without leaving Sugar Send LotusLive meeting invitations to Sugar users and other people outside the system
04/10/2023
©2010 SugarCRM
Inc. All rights reserved.
4
LotusLive Files
Upload files to LotusLive directly from SugarAccess LotusLive files directly from SugarShare and collaborate on files with Sugar users and other people outside Sugar through LotusLive
04/10/2023 5©2010 SugarCRM Inc. All rights reserved.
Google Docs
Upload documents to Google Docs directly from Sugar Access Google Docs files directly from SugarShare and collaborate on documents with Sugar users and customers and partners
04/10/2023
©2010 SugarCRM
Inc. All rights reserved.
6
Cisco WebEx and GoToMeeting
Schedule, host and join Cisco WebEx and GoToMeeting directly from SugarSend invitations to Cisco WebEx and GoToMeeting to other Sugar users and external attendees
04/10/2023 ©2010 SugarCRM Inc. All rights reserved. 7
Sugar Mobile
Native clients for iPhone and iPadAndroid
FeaturesView, edit, create and delete records and related recordsCall and email customers from within the app using native phone featuresLog placed callsMap addressesView recent and open activitiesView reportsCustomize layouts in Studio
04/10/2023 8©2011 SugarCRM Inc. All rights reserved.
Sugar Mobile for Android
UI designed to fit Android
Same functionality as Sugar Mobile for iPhone
Additional functionalityImport contacts and leads from phone address bookEmail reports and quotes using phone email client
04/10/2023 ©2010 SugarCRM Inc. All rights reserved.
04/10/2023 10©2011 SugarCRM Inc. All rights reserved.
Sugar Mobile Roadmap
Blackberry
iPad-specific app
Offline Sync
Demo
04/10/2023 ©2011 SugarCRM Inc. All rights reserved. 11
04/10/2023 ©2010 SugarCRM Inc. All rights reserved. 12
Release Schedule
Weekly Betas
Release Candidates
GA
March April May June
SugarCon On-Demand
Upgrades
