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 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 .

Tweet: #SCON12 An Example of Integration 4/23/2015©2012 SugarCRM Inc. All rights reserved.19 Marie Wallace: 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 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