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Full Power Collaboration with
IBM SmartCloud Engage and
         SugarCRM
Keith Brooks
 Director of Services, SAS Group
        Sasgroup-us.com

   kbrooks@sasgroup-us.com
Twitter and Skype: lotusevangelist
      about.me/keithbrooks




                           04/25/12   ©2012 SugarCRM Inc. All rights reserved.   2
The Plan

 The Players
 T e o dC m o lTae d
   h R a o m n rvl
                y   e
 A vnue in oa oaio
   de trs C lb rtn
              l




Tweet: #SCON12
                            04/25/12   ©2012 SugarCRM Inc. All rights reserved.   3
The Players - SugarCRM and IBM SmartCloud
 A c s IMS at lu E g g w h u e e
   c esB    m r o d n a e ito t v r
                C
  la in S g r R !
  e v g u aC M
 IMS at lu E g g M ein s
  B    m r o d n ae et g
          C
     H s ( ra a ds r O le etg
       ot et n t t n m e s
           c e     a ) in     in
     J in etg
      o me s in
     H lm e g in l in b t S g r sr a doh r
       o et s c d g oh u a ues n tes
         d    in  u
 IMS at lu F e
  B  m r o d ils
        C
     S ae n c lb rt o f s it b t S g r sr a doh r
       h r a d oa oa n il wh oh u a ues n te
                l   e   e
      p o ltru hB S atl d
       e p ho g IM m r o
          e            C u
     U l df s oIMS atl d
       p a il t B m r o
        o    e         C u
     A cs IMS atl d
       cesB m r o  C u




Tweet: #SCON12
                                04/25/12   ©2012 SugarCRM Inc. All rights reserved.   4
IBM SmartCloud Value
 Key Differentiators
 S oc ial: L vrg s akt a in sc l Unique Features
             eea e m re l d g o ia
                         e
  sf ae eh o g.
   o wr t n l y
     t        c o                   Free guest account: Invite
 E xtranet: Poid s sc r et n to guests and they get access to all
               rv e a eue x a e f
                            r     r
  w rin wh utm r a dp r es
    ok g it c s es n at r
                   o         n .    collaborative services.
 S torage: Poid s m im m5 m r Profile and contacts: Connect
              rv e a in u x oe
  c lb rtn trg , whn at iay with colleagues, business partners,
   oa oaio s a e it o r ic l
     l           o           if l
  l f s eim s
   o il iz l it
    we            .                 and customers and build project
                                    teams that span company
 Partners : Of s t rt p r e
               fr ine a d at r
                e    g e    n
                                    firewalls.
  slio s it o v u a dinuiv
   o tn wh bio s n tite
     u                              Communities: Create social
  b s es a e
   uin s vl .  u                    sharing spaces to collaborate and
 Integrated: Poid s to g t l
                rv e a h u hfl
                            uy      innovate on new ideas.
  ine rt st fic , vl - d sr e. Activities: Create lightweight,
    tga d e o rh a ea d ev s
           e           u       ic
                                        ad-hoc project team rooms to
                                        effectively manage projects and
                                        tasks.




 Tweet: #SCON12
                                             04/25/12   ©2012 SugarCRM Inc. All rights reserved.   5
The Players - We Can Do So Much
                  Together
 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
                                       04/25/12   ©2012 SugarCRM Inc. All rights reserved.   6
Tweet: #SCON12
                 04/25/12   ©2012 SugarCRM Inc. All rights reserved.   7
Picture from an IBM/Sugar presentation from 2011




Tweet: #SCON12
                 04/25/12       ©2012 SugarCRM Inc. All rights reserved.   8
The Plan

 T e l es
   h P yr
       a
 The Road C ommonly Traveled
 A vnue in oa oaio
   de trs C lb rtn
                l




Tweet: #SCON12
                            04/25/12   ©2012 SugarCRM Inc. All rights reserved.   9
The Road Commonly Traveled

                      IML ts o in
                       B ou D m o
                       A p aio Upgr de
                        p l tn
                          ic      a

                      IML ts o in
                       B ou D m o
                       A p aio Migr t
                        p l tn
                          ic      ae

                      IML ts o in
                       B ou D m o
                       A p aio In egr t
                        p l tn t a e
                          ic


Tweet: #SCON12
                              04/25/12   ©2012 SugarCRM Inc. All rights reserved.   10
IBM Lotus Domino Application Ingredients
L ts o in o e c s ma p aio s
 ou D m o l r ut p l tn
           d     o    ic
m y e isin sm o a o tee
 a b m s g o e r l fh s:
                  l
  •   D v e o il
       eic m bity
  •   W bb sd
       e ae
  •   I e rtn it oh r o tn
      n gaio wh te S lio s
       t               u
  •   D sb ad
       ah o rs
        Would you expect these
to work with that?
                         04/25/12                                              11

                                    ©2012 SugarCRM Inc. All rights reserved.




 Tweet: #SCON12
IBM Lotus Domino Application Upgrade

 I h a pis N ts ln a p m k it t a
  f e p a oe c t p , ae ino
   t              ie
  W bo M be p
    e r o ila p
 I o ue iE t pis yu t cn e
  f u sd ne re o s la g t
   y         r        il
  u d t wh u a ine rtn
   p ae it S g r tgaio
       s
 Y u a pis rb b n t s a /la yu
   o r p po a l o a b do s o
                y         d
  tin
  hk
 I uu l c ep rou ga e o r
  t say h a e t p rd yu
   is    l
  a p a n h n r a rn n w n
   p l t te w e ba d e o e
     ic io     it



Tweet: #SCON12
                               04/25/12   ©2012 SugarCRM Inc. All rights reserved.   12
IBM Lotus Domino Application Migrate
C lT re o H t akp
  o uky r o B cu ?
   d
C o s w e - d t o j th c nat
  h oe isl a r s te o t s
            y    a u          c
I o h v m r ta b s t tyu il
 f u ae oe h n aic e , o wl
  y                     x
 n e a ee p rep c l ifh r ae
  ed d vl e, s eiay tee r
           o         l
 a ah e t
  t c m ns
  t
R v w h eis grp r a dv w
  eie te x t e ot n ie s
              in     s
Ta in , E c ua e e t n E a g lm
  rin g n o rg m n a d vn e   is
Go with a known produc t…like S ugarC RM




Tweet: #SCON12
                            04/25/12   ©2012 SugarCRM Inc. All rights reserved.   13
IBM Lotus Domino Application Integrate

 Y uc nine rt teoda pic t nino
   o a tgae h l p l aio t
  S g rR
   u aC M
B s o B t W r s
   e t f oh ol d
 E tn io t teCo dw hIMS at lu
   xe s n o h lu it B    mr od
                             C
  otn
   pio s
 F s se t m v ga a f mo s eI
   irt tp o o in w y r
                     o n it T




Tweet: #SCON12
                           04/25/12   ©2012 SugarCRM Inc. All rights reserved.   14
The Plan

 T e l es
   h P yr
       a
 T e o dC m o lTae d
   h R a o m n rvl   y      e
 Adventures in C ollaboration




Tweet: #SCON12
                            04/25/12   ©2012 SugarCRM Inc. All rights reserved.   15
Count the Ways

 L ts oe
   ou N ts
                        IBM Sametime


                        IBM Connections

 L ts o in
   ou D m o
                        IBM DB2

C go
  ons


 C sI n
   a to
      r



Tweet: #SCON12
                                04/25/12   ©2012 SugarCRM Inc. All rights reserved.   16
A 3 Minute Cruise
                       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
                                 04/25/12   ©2012 SugarCRM Inc. All rights reserved.   17
1 Minute Manager

                     30 People in 15 States
                     Domino Application in Place
                     Wanted: Easier, Mobile,
                     Secure, Reporting

SugarCRM Enterprise to the rescue
IBM SmartCloud hosting their email.




Tweet: #SCON12
                                04/25/12   ©2012 SugarCRM Inc. All rights reserved.   18
An Example of Integration




                                               Marie Wallace:
                                               http://allthingsanalytics.com/2012/01/02/i
                                               bm-connections-sugarcrm-exploring-the-
                                               power-of-social-analytics/



Tweet: #SCON12
                                    04/25/12     ©2012 SugarCRM Inc. All rights reserved.   19
Review

E t d gt te l dyu eis gss m
  x n in o h Co o r x t yt s
    e          u        in   e
 is aie ta yu h k
   es rh n o tin
U ga e M rt o I e rt a dep n
   p rd , iga r t a n x a d
             e ng e
 yu h ro s
  o r oizn
M k yu C Ms p t ue o im os l
   ae o r R im l o s n t p sib
                e              e
 tl r
  oe n
     a




Tweet: #SCON12
                          04/25/12   ©2012 SugarCRM Inc. All rights reserved.   20
References

   I e rtgPo c M n g m n wh u aC Ma dIMC n etn
     n ga
      t in rj t aa e e t it S g rR n B o n c s
                e                                io
    ht:/ l g a iln o / t rtgpo c m n g m n- it- a suin - u acma d
     t /a h mt .c mine a - rj t a a e e t hsl - s gsg rr - n -
      p an       o       g in    e-          w   e
    ib - o n c n/um o re s&t _m d m s&t _cm a n t rtgpo c
      mc n et s t _suc=r um e iu =r um a p ig =ine a - rj t
              io ?           s           s             g in   e-
    m n g m n- it- a suin - u acma dib - o nc n
      a a e e t hsl - s gsg rr - n - mc n et s
               w    e                        io




Tweet: #SCON12
                                           04/25/12   ©2012 SugarCRM Inc. All rights reserved.   21
Submit Session Feedback
     S e le c t th e S u g arC o n M o b ile Ap p :
     • T po tiss s io
        a n h es n
     • T po s re
        a n uv y
     • S b it o re d a k
         u m y u fe b c

*Pizso a e d e wosb it es nf d ak s gte o ilA p
  re f t n es h u m ssio e b c uin h M be p
      rt                    e




                                         04/25/12   ©2012 SugarCRM Inc. All rights reserved.   22
#S C O N 1 2




               04/25/12   ©2012 SugarCRM Inc. All rights reserved.   23

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IBM SmartCloud and SugarCRM Integration

  • 1. Full Power Collaboration with IBM SmartCloud Engage and SugarCRM
  • 2. Keith Brooks Director of Services, SAS Group Sasgroup-us.com kbrooks@sasgroup-us.com Twitter and Skype: lotusevangelist about.me/keithbrooks 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 2
  • 3. The Plan  The Players  T e o dC m o lTae d h R a o m n rvl y e  A vnue in oa oaio de trs C lb rtn l Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 3
  • 4. The Players - SugarCRM and IBM SmartCloud  A c s IMS at lu E g g w h u e e c esB m r o d n a e ito t v r C la in S g r R ! e v g u aC M  IMS at lu E g g M ein s B m r o d n ae et g C  H s ( ra a ds r O le etg ot et n t t n m e s c e a ) in in  J in etg o me s in  H lm e g in l in b t S g r sr a doh r o et s c d g oh u a ues n tes d in u  IMS at lu F e B m r o d ils C  S ae n c lb rt o f s it b t S g r sr a doh r h r a d oa oa n il wh oh u a ues n te l e e p o ltru hB S atl d e p ho g IM m r o e C u  U l df s oIMS atl d p a il t B m r o o e C u  A cs IMS atl d cesB m r o C u Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 4
  • 5. IBM SmartCloud Value Key Differentiators  S oc ial: L vrg s akt a in sc l Unique Features eea e m re l d g o ia e sf ae eh o g. o wr t n l y t c o Free guest account: Invite  E xtranet: Poid s sc r et n to guests and they get access to all rv e a eue x a e f r r w rin wh utm r a dp r es ok g it c s es n at r o n . collaborative services.  S torage: Poid s m im m5 m r Profile and contacts: Connect rv e a in u x oe c lb rtn trg , whn at iay with colleagues, business partners, oa oaio s a e it o r ic l l o if l l f s eim s o il iz l it we . and customers and build project teams that span company  Partners : Of s t rt p r e fr ine a d at r e g e n firewalls. slio s it o v u a dinuiv o tn wh bio s n tite u Communities: Create social b s es a e uin s vl . u sharing spaces to collaborate and  Integrated: Poid s to g t l rv e a h u hfl uy innovate on new ideas. ine rt st fic , vl - d sr e. Activities: Create lightweight, tga d e o rh a ea d ev s e u ic ad-hoc project team rooms to effectively manage projects and tasks. Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 5
  • 6. The Players - We Can Do So Much Together  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 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 6
  • 7. Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 7
  • 8. Picture from an IBM/Sugar presentation from 2011 Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 8
  • 9. The Plan  T e l es h P yr a  The Road C ommonly Traveled  A vnue in oa oaio de trs C lb rtn l Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 9
  • 10. The Road Commonly Traveled IML ts o in B ou D m o A p aio Upgr de p l tn ic a IML ts o in B ou D m o A p aio Migr t p l tn ic ae IML ts o in B ou D m o A p aio In egr t p l tn t a e ic Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 10
  • 11. IBM Lotus Domino Application Ingredients L ts o in o e c s ma p aio s ou D m o l r ut p l tn d o ic m y e isin sm o a o tee a b m s g o e r l fh s: l • D v e o il eic m bity • W bb sd e ae • I e rtn it oh r o tn n gaio wh te S lio s t u • D sb ad ah o rs Would you expect these to work with that? 04/25/12 11 ©2012 SugarCRM Inc. All rights reserved. Tweet: #SCON12
  • 12. IBM Lotus Domino Application Upgrade  I h a pis N ts ln a p m k it t a f e p a oe c t p , ae ino t ie W bo M be p e r o ila p  I o ue iE t pis yu t cn e f u sd ne re o s la g t y r il u d t wh u a ine rtn p ae it S g r tgaio s  Y u a pis rb b n t s a /la yu o r p po a l o a b do s o y d tin hk  I uu l c ep rou ga e o r t say h a e t p rd yu is l a p a n h n r a rn n w n p l t te w e ba d e o e ic io it Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 12
  • 13. IBM Lotus Domino Application Migrate C lT re o H t akp o uky r o B cu ? d C o s w e - d t o j th c nat h oe isl a r s te o t s y a u c I o h v m r ta b s t tyu il f u ae oe h n aic e , o wl y x n e a ee p rep c l ifh r ae ed d vl e, s eiay tee r o l a ah e t t c m ns t R v w h eis grp r a dv w eie te x t e ot n ie s in s Ta in , E c ua e e t n E a g lm rin g n o rg m n a d vn e is Go with a known produc t…like S ugarC RM Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 13
  • 14. IBM Lotus Domino Application Integrate  Y uc nine rt teoda pic t nino o a tgae h l p l aio t S g rR u aC M B s o B t W r s e t f oh ol d  E tn io t teCo dw hIMS at lu xe s n o h lu it B mr od C otn pio s  F s se t m v ga a f mo s eI irt tp o o in w y r o n it T Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 14
  • 15. The Plan  T e l es h P yr a  T e o dC m o lTae d h R a o m n rvl y e  Adventures in C ollaboration Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 15
  • 16. Count the Ways  L ts oe ou N ts IBM Sametime IBM Connections  L ts o in ou D m o IBM DB2 C go ons  C sI n a to r Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 16
  • 17. A 3 Minute Cruise 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 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 17
  • 18. 1 Minute Manager 30 People in 15 States Domino Application in Place Wanted: Easier, Mobile, Secure, Reporting SugarCRM Enterprise to the rescue IBM SmartCloud hosting their email. Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 18
  • 19. An Example of Integration Marie Wallace: http://allthingsanalytics.com/2012/01/02/i bm-connections-sugarcrm-exploring-the- power-of-social-analytics/ Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 19
  • 20. Review E t d gt te l dyu eis gss m x n in o h Co o r x t yt s e u in e is aie ta yu h k es rh n o tin U ga e M rt o I e rt a dep n p rd , iga r t a n x a d e ng e yu h ro s o r oizn M k yu C Ms p t ue o im os l ae o r R im l o s n t p sib e e tl r oe n a Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 20
  • 21. References  I e rtgPo c M n g m n wh u aC Ma dIMC n etn n ga t in rj t aa e e t it S g rR n B o n c s e io ht:/ l g a iln o / t rtgpo c m n g m n- it- a suin - u acma d t /a h mt .c mine a - rj t a a e e t hsl - s gsg rr - n - p an o g in e- w e ib - o n c n/um o re s&t _m d m s&t _cm a n t rtgpo c mc n et s t _suc=r um e iu =r um a p ig =ine a - rj t io ? s s g in e- m n g m n- it- a suin - u acma dib - o nc n a a e e t hsl - s gsg rr - n - mc n et s w e io Tweet: #SCON12 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 21
  • 22. Submit Session Feedback S e le c t th e S u g arC o n M o b ile Ap p : • T po tiss s io a n h es n • T po s re a n uv y • S b it o re d a k u m y u fe b c *Pizso a e d e wosb it es nf d ak s gte o ilA p re f t n es h u m ssio e b c uin h M be p rt e 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 22
  • 23. #S C O N 1 2 04/25/12 ©2012 SugarCRM Inc. All rights reserved. 23