crm made social: integrating social media into sugar

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Page 1: CRM Made Social: Integrating Social Media into Sugar
Page 2: CRM Made Social: Integrating Social Media into Sugar

CRM Made Social: Integrating Social Media into Sugar

Jan Sysmans

Wednesday April 6 - 5:05 pm

©2011 SugarCRM Inc. All rights reserved.

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Agenda

History of CRM

Future of CRM

Using Sugar Studio

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A Brief History of CRM

©2010 SugarCRM Inc. All rights reserved.

Page 5: CRM Made Social: Integrating Social Media into Sugar

©2010 SugarCRM Inc. All rights reserved.

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©2010 SugarCRM Inc. All rights reserved.

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©2010 SugarCRM Inc. All rights reserved.

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©2010 SugarCRM Inc. All rights reserved.

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©2010 SugarCRM Inc. All rights reserved.

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©2010 SugarCRM Inc. All rights reserved.

Page 11: CRM Made Social: Integrating Social Media into Sugar

Really…These Are Your Father’s CRM

©2010 SugarCRM Inc. All rights reserved.

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CRM Made Simple

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Key Customer Benefits

Flexible Intuitive Open

Brings YOU a simplified UI

Works the way YOU work

Integrates with YOUR environment

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Global, Mobile, Social

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Just Like These New Media Sites

04/08/2023 ©2010 SugarCRM Inc. All rights reserved. 15

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I Want To Sell These Yellow Electric Scooters

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To Mark Hinkle at Cloud.com

04/08/2023 ©2011 SugarCRM Inc. All rights reserved. 17

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CRM of the Past

04/08/2023 18©2011 SugarCRM Inc. All rights reserved.

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CRM of the Future … Here Today

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Yellow Electric Scooter Opportunity

04/08/2023 ©2011 SugarCRM Inc. All rights reserved. 20

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SugarCRM = Social CRM

04/08/2023 21©2011 SugarCRM Inc. All rights reserved.

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LinkedIn

04/08/2023 22©2011 SugarCRM Inc. All rights reserved.

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Twitter

04/08/2023 23©2011 SugarCRM Inc. All rights reserved.

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Blog

04/08/2023 24©2011 SugarCRM Inc. All rights reserved.

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Social Profile / Sales Intelligence

04/08/2023 25©2011 SugarCRM Inc. All rights reserved.

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Email

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Document Sharing

04/08/2023 27©2011 SugarCRM Inc. All rights reserved.

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Online Meetings

04/08/2023 28©2011 SugarCRM Inc. All rights reserved.

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How Do You Do That?

04/08/2023 29©2011 SugarCRM Inc. All rights reserved.

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Cloud Connectors

04/08/2023 ©2011 SugarCRM Inc. All rights reserved. 30

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External Accounts

04/08/2023 ©2011 SugarCRM Inc. All rights reserved. 31

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Studio Configuration

04/08/2023 ©2011 SugarCRM Inc. All rights reserved. 32

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Studio Configuration: Contacts

04/08/2023 ©2011 SugarCRM Inc. All rights reserved. 33

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Studio Configuration: Contacts, Fields

04/08/2023 ©2011 SugarCRM Inc. All rights reserved. 34

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Studio Configuration: Contacts, Custom Field

04/08/2023 ©2011 SugarCRM Inc. All rights reserved. 35

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Studio Configuration: Contacts

04/08/2023 ©2011 SugarCRM Inc. All rights reserved. 36

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Studio Configuration: Layouts

04/08/2023 ©2011 SugarCRM Inc. All rights reserved. 37

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Studio Configuration: Edit View

04/08/2023 ©2011 SugarCRM Inc. All rights reserved. 38

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Configuration Result

04/08/2023 39©2011 SugarCRM Inc. All rights reserved.

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Possibilities Are Endless, All You Need Are

04/08/2023 ©2011 SugarCRM Inc. All rights reserved. 40

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Cloud Connectors, Studio, APIs, Imagination

04/08/2023 ©2011 SugarCRM Inc. All rights reserved. 41

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The Future of Business is Open

04/08/2023 42©2010 SugarCRM Inc. All rights reserved.

Collaboration Social

CloudMobile

SugarCRMOpen Platform

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04/08/202343©2011 SugarCRM Inc. All rights reserved.