Sugar Online User Group - September 13, 2016

SugarCRM MobileGuest Speaker: Joseph Mao, Director of Product Management, SugarCRM Mobile

Online User GroupSeptember 13, 2016

© W-Systems Corp. www.w-systems.com

Agenda

• Last User Group Recorded Video Link• SugarCRM Company and Sugar News Roundup• Upcoming Sugar Training• Feature Topic: SugarCRM Mobile• Sugar Q&A Session


Last Meeting Topic

July 2016: SugarCon 2016 Recap• Streaming Video Recording Link on our blog (July Archive)• https://www.w-systems.com/blog/sugarcrm/july-2016-sugar-online-user-

group-meeting-recap• SugarCon 2016 Blog Posts:

– SugarCon 2016 Recap: Day 1– SugarCon 2016 Recap: Day 2– SugarCon 2016 Recap: Day 3– SugarCon 2016 Recap: App Throwdown– SugarCon 2016 Recap: UnCon– SugarCon and UnCon 2016 Presentations

• Webinar Archive: • https://www.w-systems.com/company/webinar-archive/


Request for Case Study Participation

We are looking for customers that would be interested in having W-Systems write a case study about the impact that Sugar has had within your company.

• Your company will receive visibility on both our website and social media channels.

• As a thank you for your time you will receive a $50 Amazon Gift Card.

• More information: http://wsyste.ms/cs-request


New White Paper

For those who have never been involved in a large-scale CRM data migration project, there can be a misperception that data migration is a simple exercise of exporting data from one system and importing data into another system.

Download White Paper: http://wsyste.ms/crm-dm


New Industry Section on W-Systems Website

New Industries Sectionhttps://www.w-systems.com/industries/

• Highlights 25+ industries that we have expertise deploying CRM

• See specific projects, customers and case studies sorted by industry


News Roundup: Upcoming Events

http://www.jackhenrybanking.com/2016bec


News Roundup: Upcoming Events

For information on how to register please contact [email protected]


News Roundup

• Sugar 7.7.1.1https://www.w-

systems.com/products/sugarcrm/releases/sugar-7.7.1.1/

• PHP version 5.6 is now supported which has an estimated 30% improvement in performance: https://developer.sugarcrm.com/2016/07/25/sugar-now-supports-php-5-6-in-sugar-7-7-1/


News Roundup

• SugarCRM Mobile 4.0.0– iOS: w-systems.com/products/sugarcrm/releases/sugarcrm-mobile-4.0.0-for-ios/

– Android: w-systems.com/products/sugarcrm/releases/sugarcrm-mobile-4.0.0-for-android/


SugarCRM Resources

• SugarCRM Community– https://community.sugarcrm.com

• SugarCRM Support Page– https://support.sugarcrm.com

• Sugar University– http://university.sugarcrm.com/

• SugarCRM on YouTube– https://www.youtube.com/user/DiscoverSugarCRM

• W-Systems SugarCRM Blog– https://www.w-systems.com/blog

• W-Systems on Twitter– https://twitter.com/wsystemscorp


Upcoming Training on Sugar University

• View the Sugar University catalog at university.sugarcrm.com– September 29th – How Sales Uses Sugar

https://www.w-systems.com/training/detail/how-sales-uses-sugar1/2016-09-29– October 6th – Preparing for the Administration Specialist Certification

https://www.w-systems.com/training/detail/preparing-for-the-administration-specialist-certification/2016-10-06

– October 13th – Using Sugar Studiohttps://www.w-systems.com/training/detail/using-sugar-studio/2016-10-13

– October 20th – Creating Email Campaignshttps://www.w-systems.com/training/detail/creating-email-campaigns1/2016-10-20

– November 10th – Troubleshooting Sugar and Working with Sugar Supporthttps://www.w-systems.com/training/detail/troubleshooting-sugar-and-working-with-sugar-support/2016-11-10

– December 8th – Using the Dropdown Editorhttps://www.w-systems.com/training/detail/using-the-dropdown-editor/2016-12-08

• Live Classroom Training Schedule Updated: https://university.sugarcrm.com/upcomingclasses


SugarCRM Mobile with Joseph Mao

© 2016 SugarCRM Inc. All rights reserved.

CONFIDENTIALCONFIDENTIAL

SugarCRM Mobile

Joseph MaoDirector of MobileSeptember 2016

Confidential

State of the World

2

Confidential

Mobile devices are transforming the world and there will be more mobile devices than people soon

Confidential

The Enterprise is a transforming toward a mobile centric world



User Polls

How frequently do you use SugarCRM Mobile?• Daily

• Weekly

• Monthly

• Sometimes

• Never

Confidential

Mobile in the last 12 months

6


CONFIDENTIAL

SugarCRM Mobile v2.7.0 Updates

7

Sorting

Filtering UI Tweaks

2.7

Sharing


CONFIDENTIAL

Filtering

• Quickly find the

right record with

custom filters.

8

Choose the desired category.

Note, if you create custom filters in the desktop app, the mobile app will display them in the drop-down filter.


CONFIDENTIAL

Sorting

• Get a new

point of view

by sorting on

any field.

9

Select the desired field.

Tap the sort order button to arrange in ascending or descending order.


CONFIDENTIAL

Sharing

• Quickly share

records via

email or text.

10

Tap the vertical ellipsis button.

Select share from the menu, and then choose how to send it.


CONFIDENTIAL

User Interface Tweaks: Search in Header

• Free up screen

space by searching

from the header.

11

Tap the magnifying glass to access the search field.


CONFIDENTIAL

12

User Interface Tweaks: Swipe Left

Note, the grip button has been removed, but the swipe-left interaction remains.

Find the Favorite button in the context menu.

➔ Enjoy cleaner

aesthetics with the

same functionality.


CONFIDENTIAL

13

User Interface Tweaks: Recently Viewed

Note, the Recently Viewed option has been removed from the main menu and is part of global search.

Tap Global Search to search all records.

➔ Find what you need fast

with Global Search,

where you can now find

recently viewed records.


CONFIDENTIAL

14

User Interface Tweaks: Dashboard Home

• Have a more colorful

experience with the

redesigned dashboard

home view.

Tap My Dashboard in the main menu.


CONFIDENTIAL

User Interface Tweaks: Tutorial Changes

• Have a

great first

experience.

15

Tap anywhere to dismiss.

Open the app for the first time and find new callouts for functionality that needs explaining.


CONFIDENTIAL

Dashboards: Twitter Dashlet Added

• Sweet Tweet! The

Twitter dashlet comes

to mobile.

• With Dashboards, stay

informed with quick

access to charts, lists,

and other dashboard

data.

16

Supported dashlets include:

◆ Activity Stream◆ List View◆ Active Tasks◆ History◆ Inactive Tasks◆ Planned Activities◆ Top 10 Sales◆ Saved Reports Chart◆ Forecast Bar Chart (7.6 or above)◆ Forecast Pipeline Chart (7.6 or above)◆ In Forecast (7.6 or above)◆ Twitter


CONFIDENTIAL

17

Filters: Filtering comes to Search

• Quickly find the right

record by paring down

search results to My

Records and

Favorites.

Tap Filters when viewing search results.


CONFIDENTIAL

18

Intelligence Pane: Dashlets on Record View

• The intelligence pane

comes to mobile.

• Be in the know with

dashlets on accounts,

contacts, and other

records including Case

Summary, Opportunity

metrics Tap Dashboards on record detail view.


CONFIDENTIAL

19

Filters: Offline Filtering and Sorting

• Quickly find the right

record with custom

filters...even when

offline.

Filters and Sort available offline


CONFIDENTIAL

20

Offline Mode Improvements

• Data Encryption for offline storage

that keeps customer data secure

and safe

• Increase initial offline download to 1000+ records/module (coming soon)


CONFIDENTIAL

Latest Changes in Mobile 4.0.x• New themes & fonts that improve readability

• Major back-end changes to get ready for the

upcoming Mobile Extensibility Tools

• Foundational work to support Mobile Device

Management (MDM) tools


CONFIDENTIAL

22

Deep Linking

• Deep linking capability allows

you click on shared links and

see it in your app

• Ability for to create a link that

pre-sets instance name in

mobile (Coming Soon)

• Available with 7.7.1 and

SugarCRM Mobile 4.xClick on a link and go to the mobile app



User Polls

How useful would deeplinking be for you?

(1) Would not use

(2) Not useful

(3) Neutral

(4) Useful

(5) Would use it a lot



User Polls

How beneficial do you feel it is to be able to pre-set the Sugar Instance via an email link?

(1) Would not use

(2) Not useful

(3) Neutral

(4) Useful

(5) Would use it a lot


CONFIDENTIAL

Sugar Mobile -- In Summary

Confidential

Mobile Extensibility

26


CONFIDENTIAL

Mobile Extensibility Roadmap

StudioMobile Application

Configuration Service

Mobile SDK Mobile SDK module loader

Module and Field configurations via

Studio

Re-branding, Preset configurations,

flexible deployments

Upgrade safe code level changes via APIs for custom (fields, dashlets, views, buttons)

Ability to load Mobile SDK modules into

MACS for easy development and

deployment

Available NOW FutureSeptember 2016



Mobile Application Configuration Service• Re-skin App with your own logo and

color themes• Flexible Deployment your internal or

external App Store• Preset Configuration for login and

configuration via Mobile Device Management tools

• Secure Enterprise Deployment with nearly any Mobile Device Management vendor

Available in Q3 2016 for Enterprise Subscription Customers


CONFIDENTIAL

ON THE WORLD’S MOST FLEXIBLE AND EXTENSIBLE CRM PLATFORM

● New APIs and access to a upgrade safe codebase

● Extensible CRM mobile platform allowing extensions to any industry or use-case

○ Custom Field types ○ Custom Validations○ Custom Dashlets○ Custom Actions○ Custom Views

● Allow users to download our source code and modify (within limitations for safe upgrade)

EnablesNewUsecasesusingmobilecapabilities.Embeddatafromothersourcesandsolveforany

industryorcustomerrequirement

Coming Soon!


CONFIDENTIAL

Mobile SDK Customizations

Custom Action Buttons● Check-in/out● Call up another app (eg Skype)● Custom Actions (camera, print)

Custom Field Types 1. Field Validations2. Bring up custom actions such as

signature screen or geolocation

Custom Branding● Adapt the colors to your corporate

color themes● Flexible deployment for your app


CONFIDENTIAL

Mobile SDK Custom Dashlets

Custom Dashlets● Dashlets with custom logic● Display graphs or data in

whatever way you want● Just like what you can do on

desktop


CONFIDENTIAL

Mobile SDK Custom Views

Custom Views that allow flexibility to build your own screens

● Custom views ● Custom tables● Display data from other

systems



What’s on your list?

While we have a long list of capabilities that we plan to do ..

What enhancements would you like to see in SugarCRM Mobile?


Contact Information

Host:SarahFriedlanderGarcia&JosephMaoEmail:[email protected] &[email protected]:(201)760-2565

Thiseventisbeingrecorded.TherecordingwillbepostedontheW-Systemsbloginthenextdayortwoandalinkincludedinournextnewsletter

Sugar Online User Group - September 13, 2016

Technology

Transcript of Sugar Online User Group - September 13, 2016