WHAT’S NEW IN SUGAR? · 2015-11-16 · – Native tablet app now available for SugarCRM Mobile...

© SugarCRM Inc. All rights reserved. 06/08/2014

WHAT’S NEW IN SUGAR?"

Highlights from v 7.5 & Mobile 2.3


The CRM for Every Customer-Facing Employee"

INNOVATION FLEXIBILITY VALUE

The Most Innovative, Flexible CRM Solution at an Affordable Price


The Latest Sugar Innovations Focus on…."

Find New Business (Target Segmentation) Retain Customers

Increase Forecasting Accuracy

Forecast

Cases

Sales Dev

Increase # MQL

Increase # Sales Gen Leads

Maintain SLA

CPQ

Optimized Mobile Access for ALL Customer-facing Employees


Improved Innovation & Flexibility with SugarCRM Mobile 2.3"

•  Go Mobile with Sugar optimized for Tablet Devices

•  Improved Productivity •  Better Accessibility The Power of Sugar in the Palm of Your Hands


•  For All Users: –  Native tablet app now available for SugarCRM Mobile –  Accessibility & user configuration improvements

•  For Sales & Marketing: –  Prospecting with D&B –  Improved Activity Streams –  Projects module returns –  Financial improvements

•  For Support: –  Twitter dashlet enables case creation & social support

What’s New in Sugar 7.5"


Find New Business:Smarter Marketing & Prospecting with Dun & Bradstreet"

•  Build a list from Accounts, Contacts, Leads or Targets •  Use Dun & Bradstreet data criteria to filter lists •  Refine prospecting by company location, size, financial or industry


Increase Forecast Accuracy"

•  Choose either calendar or fiscal periods in Forecast Wizard •  Automate unit price to likely amount •  Compare included/excluded criteria in Displayed Totals


Manage Discounts in Quotes"

•  Enter a total discount amount in a quote •  Display results at Quoted Line Item, Subtotal and Grand Total levels


Keep Activity Streams Top-of-Mind"

•  View Activity Streams from your Home page, list or record views •  Control length of display and refresh timing •  Post a comment, tag users or reference records in context


Retain Customers:Expedite Case Creation & Social Support!

•  Proactively respond to complaints or feedback via Twitter •  Quickly create a case from a Twitter feed •  Capture in social support in Activity Stream


Improve Adoption & Innovation:End User Configuration & Accessibility!

•  Improve clarity, functionality and consistency in conformance with Level AA of the Web Content Accessibility Guidelines 2.0

•  Organize & view relevant data – just drag & drop subpanels quickly to the order you prefer.


Create & Manage Projects"

•  Define new projects with start & end dates and status •  Organize team members and tasks in a simple overview •  Track timelines and tasks in a Grid or Gantt view


Supported Platforms"

Component Version

PHP 5.3, 5.4

Apache 2.2, 2.4

DB2 10.5

MySQL 5.1, 5.5, 5.6

IE 9, 11

Firefox 30, 31

Safari 7

Chrome 36

ElasticSearch 1.3.1

Mobile Version

Phone Devices (OS) iPhone (7.1-8.0) Android (4.1-4.4)

Tablet Devices (OS) iPad (7.1-8.0) Android (4.1-4.4)


UPGRADE GUIDANCE"


Upgrade path for existing customers"

•  v 6.5 customers on the LAMP stack (Linux, Apache, MySQL, PHP) should upgrade to SugarCRM v 7.5

•  Upgrades will occur automatically to v 7.5 unless customer notify Sugar


Ensure Smooth Upgrades"

•  New Upgrade Health Check available for On-Site customers on Sugar v 6.5


Lifecycle Awareness - Knowledge - Consideration - Selection Buying - Satisfaction - Retention & Loyalty - Advocacy

Business Challenge

Functional Goals

Supporting Team

CRM Functionality

Platform Capability

(on all devices)

360 Degree Customer View Operational Efficiency

Find New Business (Target Segmentation)

Upsell & Cross-Sell Deliver Product / Service Retain Customers

Maintain Regulatory and Internal Compliance

Increase # MQL

Increase # Sales Gen Leads

Accelerate Lead

Conversion (SRL)

Increase Forecasting Accuracy

Accelerate Velocity Through

Sales Funnel

Increase Win Rate

Deliver On-Time Maintain SLA Reduce TTRes

Reduce Case Load

Marketing: Demand Generation, Lead Development Rep, Prod Mktg

Sales: Inside Sales Rep, Outside Sales Rep, Sales Manager, Sales Opps and Account Manager

Delivery: Order Mgr, Project Mgr, Prof Services, Field Service Engineer

Suport: CSR, Help Desk, Support Mgmt

Campaigns / Leads Opportunities Cases

Lead Mgmt Lead Gen

Lead Scoring Lead Nurture

Sales Dev

Pipeline Mgmt

Oppty Mgmt

Terr Mgmt

Perf Mgmt

Fore-cast CPQ Ticket

Mgmt Call

Center

Self Service Portal

Workflow

Dashboard, Reporting, Analytics

Account and Contact Management

Collaboration : Broad Database Support : PIM (including plug-ins) : Document Repository : Personalization : Configuration and Customization Tools : Security and Roles : Project Mgmt : Integration Layer (API and ETL) [including plug-ins ] : Internationalization : System Management : Sandbox, Upgrade and Testing Process : Development Capabilities

WHAT’S NEW IN SUGAR? · 2015-11-16 · – Native tablet app now available for SugarCRM Mobile...

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