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Full Power Collaboration with IBM SmartCloud Engage and SugarCRM
4/23/2015©2012 SugarCRM Inc. All rights reserved.2 Keith Brooks Director of Services, SAS Group Sasgroup-us.com firstname.lastname@example.org Twitter and Skype: lotusevangelist about.me/keithbrooks
Tweet: #SCON12 The Plan The Players The Road Commonly Traveled Adventures in Collaboration 4/23/2015©2012 SugarCRM Inc. All rights reserved.3
Tweet: #SCON12 The Players - SugarCRM and IBM SmartCloud Access IBM SmartCloud Engage without ever leaving SugarCRM! IBM SmartCloud Engage Meetings Host (create and start) Online meetings Join meetings Hold meetings including both Sugar users and others IBM SmartCloud Files Share and collaborate on files with both Sugar users and other people through IBM SmartCloud Upload files to IBM SmartCloud Access IBM SmartCloud 4/23/2015©2012 SugarCRM Inc. All rights reserved.4
Tweet: #SCON12 IBM SmartCloud Value Social: Leverages market leading social software technology. Extranet: Provides a secure extranet for working with customers and partners. Storage: Provides a minimum 5x more collaboration storage, with no artificially low file size limits. Partners: Offers integrated partner solutions with obvious and intuitive business value. Integrated: Provides a thoughtfully integrated set of rich, value-add services. 4/23/2015©2012 SugarCRM Inc. All rights reserved.5 Free guest account: Invite guests and they get access to all collaborative services. Profile and contacts: Connect with colleagues, business partners, and customers and build project teams that span company firewalls. Communities: Create social sharing spaces to collaborate and innovate on new ideas. Activities: Create lightweight, ad-hoc project team rooms to effectively manage projects and tasks. Unique Features Key Differentiators
Tweet: #SCON12 The Players - We Can Do So Much Together 4/23/2015©2012 SugarCRM Inc. All rights reserved.6 SugarCRM for IBM SmartCloud places social business capabilities into the hands of SugarCRM users IBM SmartCloud is a social business platform that delivers cloud-based collaboration tools and social networking services Sales, marketing, and support professionals can engage with their prospects and customers more efficiently, resulting in shortened sales cycles and increased customer satisfaction and loyalty
Tweet: #SCON12 4/23/2015©2012 SugarCRM Inc. All rights reserved.7
Tweet: #SCON12 4/23/2015©2012 SugarCRM Inc. All rights reserved.8 Picture from an IBM/Sugar presentation from 2011
Tweet: #SCON12 The Plan The Players The Road Commonly Traveled Adventures in Collaboration 4/23/2015©2012 SugarCRM Inc. All rights reserved.9
Tweet: #SCON12 The Road Commonly Traveled IBM Lotus Domino Application Upgrade IBM Lotus Domino Application Migrate IBM Lotus Domino Application Integrate 4/23/2015©2012 SugarCRM Inc. All rights reserved.10
Tweet: #SCON12 4/23/2015 ©2012 SugarCRM Inc. All rights reserved. 11 IBM Lotus Domino Application Ingredients Lotus Domino older custom applications may be missing some or all of these: Device mobility Web based Integration with other Solutions Dashboards Would you expect these to work with that?
Tweet: #SCON12 IBM Lotus Domino Application Upgrade If the app is a Notes client app, make it into a Web or Mobile app If you used iEnterprise you still can get updates with Sugar integration Your app is probably not as bad/old as you think It is usually cheaper to upgrade your application then write a brand new one 4/23/2015©2012 SugarCRM Inc. All rights reserved.12
Tweet: #SCON12 IBM Lotus Domino Application Migrate Cold Turkey or Hot Backup? Choose wisely - data or just the contacts If you have more than basic text, you will need a developer, especially if there are attachments Review the existing reports and views Training, Encouragement and Evangelism Go with a known product…like SugarCRM 4/23/2015©2012 SugarCRM Inc. All rights reserved.13
Tweet: #SCON12 IBM Lotus Domino Application Integrate You can integrate the old application into SugarCRM Best of Both Worlds Extension to the Cloud with IBM SmartCloud options First step to moving away from on site IT 4/23/2015©2012 SugarCRM Inc. All rights reserved.14
Tweet: #SCON12 The Plan The Players The Road Commonly Traveled Adventures in Collaboration 4/23/2015©2012 SugarCRM Inc. All rights reserved.15
Tweet: #SCON12 Count the Ways Lotus Notes Lotus Domino Cognos CastIron 4/23/2015©2012 SugarCRM Inc. All rights reserved.16 IBM Sametime IBM Connections IBM DB2
Tweet: #SCON12 A 3 Minute Cruise 4/23/2015©2012 SugarCRM Inc. All rights reserved.17 10,000+ employees/agencies Perpetual changes/updates MANY Repeat customers Started with FREE version Utilize IBM SmartCloud for meetings and storing files Moving to full version for support and deeper integration Working with SugarCRM and a local Business Partner
Tweet: #SCON12 1 Minute Manager 4/23/2015©2012 SugarCRM Inc. All rights reserved.18 30 People in 15 States Domino Application in Place Wanted: Easier, Mobile, Secure, Reporting SugarCRM Enterprise to the rescue IBM SmartCloud hosting their email.
Tweet: #SCON12 An Example of Integration 4/23/2015©2012 SugarCRM Inc. All rights reserved.19 Marie Wallace: http://allthingsanalytics.com/2012/01/02/i bm-connections-sugarcrm-exploring-the- power-of-social-analytics/
Tweet: #SCON12 Review Extending to the Cloud your existing systems is easier than you think Upgrade, Migrate or Integrate and expand your horizons Make your CRM simple to use not impossible to learn 4/23/2015©2012 SugarCRM Inc. All rights reserved.20
Tweet: #SCON12 References Integrating Project Management with SugarCRM and IBM Connections http://alanghamilton.com/integrating-project-management-with-sales-using-sugarcrm- and-ibm-connections/?utm_source=rss&utm_medium=rss&utm_campaign=integrating- project-management-with-sales-using-sugarcrm-and-ibm-connections 4/23/2015©2012 SugarCRM Inc. All rights reserved.21
4/23/2015©2012 SugarCRM Inc. All rights reserved.22 Submit Session Feedback Select the SugarCon Mobile App: 1)Tap on this session 2)Tap on survey 3)Submit your feedback *Prizes for attendees who submit session feedback using the Mobile App
4/23/2015©2012 SugarCRM Inc. All rights reserved.23 #SCON12
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