On the Road with SugarCRM. SugarCRM Series by Interlinx Associates, llc

Transcription

1 On the Road with SugarCRM SugarCRM Series by Interlinx Associates, llc

2 Importance of Mobile By 2012, companies will gain 20% more value from sales automation initiatives by capitalizing on widespread adoption of smartphones by more than 50% of field Salespeople The Gartner CRM Vendor Guide, 2009

3 Interlinx Associates Sales & Marketing technology focused Presenter: Elaine Koyama, cofounder and Salesperson (Business Development) 20 years selling animal feed with Cargill 5 years Total Quality Process 10 years Sales Force Automation, Technology ipad, iphone user

4 iphone ios+ Android and Android Gaining USA Dominate Mobile Internet Usage Share While RIM + Windows Mobile + Palm Losing Share 100% USA Mobile Internet Usage Share by Smartphone Opearting System 4/08-2/10 3% 7% 12% 20% 80% 14% 8% 6% 42% 60% 40% 32% 31% 23% 27% 19% 17% 13% 4% 12% 2% 7% 20% 46% 31% 29% 51% 59% 60% 55% 44% 0% 8% 6% 4/08 6/08 8/08 10/08 12/08 2/09 4/09 6/09 8/09 10/09 12/09 2/10 Symbian iphone RIM Windows Palm Hiptop Android Note: Usage share represents % of total ad requests coming from the operating system, data may not be representative. Source: AdMob, 2/10. 44

5 Tablet Market Share (May 2011) Others 9% Android 9% ipad 82%

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7 Sugar Mobile Strategy SugarCRM is raising the bar and setting a new standard for Mobile CRM

8 Sugar Mobile Strategy Sugar Mobile Plus Sugar Mobile Browser Sugar Mobile

9 Sugar Mobile Browser HTML5 based browser solution Supports all smartphones OS Including Windows, Nokia and Palm Supports charts on ipad Included in all subscriptions

10 Sugar Mobile Browser App with Offline Browser/Tablets Apps

11 Sugar Mobile Browser: Support for All Tablets

12 Mobile Browser Demo

13 Native App App with Offline Browser/Tablets Apps

14 Sugar Mobile Sugar Mobile for Android

15 Sugar Mobile Sugar Mobile for Android Sugar Mobile for iphone

16 Sugar Mobile Sugar Mobile for Android Sugar Mobile for iphone Requires network connectivity Included in all subscriptions

17 SugarCRM Mobile Demo Mobile comes with all editions

18 The Right Mobile Strategy App with Offline Browser/Tablets Apps

19 Sugar Mobile Plus

20 Sugar Mobile Plus Sugar Mobile Plus for BlackBerry Sugar Mobile Plus for ipad Sugar Mobile Plus for iphone Sugar Mobile Plus for Android Pre-load and Offline sync; does not require network connectivity Included in Sugar Corporate and above

21 Sugar Mobile Plus: Background Mobile Plus is formerly Mobile Edge by ienterprises Built over 5 Year Period Stable Product Currently being used by Sugar Customers Offline Data Load and Sync Copy of CRM data stored encrypted locally on device Remote wipe capabilities

22 Sugar Mobile Plus: Off Line Data and Sync Can Pre-Load Reps Accounts and Related Items Always in Sync Can Use Out of Coverage Even on a Plane Updates from SugarCRM Sent automatically when connected to the network

23 Sugar Mobile Plus: Capabilities Accounts, Contacts, Activities, Opportunities, Cases, Notes and Users Log incoming and outgoing calls Custom Fields Supported Custom Objects Supported Complete Configuration Gives You Control Without Mobile Development

24 Sugar Mobile Plus: PIM Integration Integration Calendar Tasks Phone Contacts

25 Sugar Mobile Plus Demo

26 Sugar Mobile Plus Comes with Corporate, Enterprise, Ultimate. $120/user/year for Professional

27 Sugar Mobile vs. Sugar Mobile Plus features Sugar Mobile Sugar Mobile Plus Reports Yes (PDF format) no HTML5 charts Yes (ipad) no Logging incoming calls No Yes (BB only) Logging outgoing calls Yes Yes Archive incoming s No Yes (BB only) Archive outgoing s Yes ( Archiving) Yes (BB native or Archiving) Sync calendar No Yes (BB only) Maps Yes Yes Notes No Yes Pre Load Data No Yes Offline access No Yes

28 Which is right for you? Sugar Mobile Solution Ideal When Not Recommend When Sugar Mobile Browser Heavy tablet users; especially ipad and Android. Windows Mobile users Smartphone access is not critical Calculated fields Access reports and graphs Sugar Mobile iphone or Android users Fast mobile internet access is easy to get and not very expensive Sugar Mobile Plus Offline access is required iphone, ipad or BlackBerry users Mobile Internet access is not easy to get or very expensive Smartphone users need more than read only access Mobile access on smartphone is critical Mobile Internet access is not easy to get or very expensive BlackBerry or Windows mobile Offline access required Mobile Internet access is not easy to get or very expensive No need for offline Access to reports Lots of custom modules and custom fields Sensitivity around data locally stored on device

29 SugarCRM Mobile CRM Made Easy Brought to you by Interlinx Associates