Presentación evento sugar crm en tu celular
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SugarCRM y GrowIT presentaron la estrategia móvil de la plataforma, disponible para BlackBerry, iPad, iPhone y Android
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Presentación evento sugar crm en tu celular
- 2. Agenda 9:00 hs – Presentación de SugarCRM y su estrategia móvil Claudia Sosa – Directora Comercial GrowIT 10:30 hs – Coffee Break 11:00 hs – Casos y ejemplos Claudia Sosa – Luis Szklar 11:30 hs – Conclusiones y Sorteo
- 3. GrowIT – Quiénes Somos GrowIT es una consultora especializada en brindar soluciones de negocio mediante la utilización de aplicaciones Open Source. Equipo de consultores especializados en SugarCRM y ProcessMaker BPM Más de 40 implementaciones en Argentina, Chile, México, Colombia, Uruguay y Panamá
- 4. GrowIT - Servicios Consultoría en mejores prácticas CRM y BPM Metodología que asegura el éxito del proyecto Implementación SugarCRM y ProcessMaker BPM Capacitación Soporte post-implementación
- 5. GrowIT – Aliados estratégicos
- 7. Objetivo de Mobile CRM “El principal valor de una estrategia de MobileCRM es su habilidad para acceder y actualizar información crítica mientras los empleados están fuera de la compañía” William Band Best Practices: The Right Way to Implement Mobile CRM
- 8. Ejemplos MobileCRM Automatización de Fuerza de Ventas Captura de datos en eventos / exposiciones Toma de datos en campo Reparaciones / Consulta de stock Dashboards y Análisis de datos
- 9. Mejores prácticas 1) Identificar los usuarios y las necesidades Analizar a los grupos de usuarios y su uso móvil Analizar las tareas y procesos Relevar los puntos de contacto con los clientes NO ignorar la cultura corporativa
- 10. Mejores prácticas 2) Determinar los objetivos del negocio Identificar los beneficios inmediatos Puntos de mejora en productividad Definición de casos de uso NO subestimar las necesidades offline NO crear soluciones complejas
- 11. Mejores prácticas 3) Definir la estrategia móvil Alinear con la estrategia empresaria Involucrar IT Delinear infraestructura, riesgos, administración Definir actualización remota NO subestimar la seguridad NO tener claro el roadmap
- 12. Mejores prácticas 4) Elegir la tecnología Experiencia usuario Performance Acceso online / offline Sincronización e integración NO tener soporte multiplataforma NO prever escalabilidad
- 13. Mejores prácticas 5) Implementación Definir alcance y equipo de trabajo Identificar al sponsor del proyecto Armar el plan de trabajo Desarrollar Probar NO tener soporte post-implementación NO prever entrenamiento
- 14. La estrategia móvil correcta Aplicaciones Browser Offline Aplicaciones Online
- 15. La estrategia móvil correcta Aplicaciones Browsers Offline Aplicaciones Online
- 16. La estrategia móvil correcta Aplicaciones Browsers Offline Aplicaciones Online
- 17. La estrategia móvil correcta Aplicaciones Online y Browsers Offline Aplicaciones Online
- 18. Consumo publicitario por sistema operativo – iPhone + Android Gaining USA Mobile Internet Usage Share While RIM + Windows Mobile + Palm Losing Share USA Mobile Internet Usage Share by Smartphone Opearting System 4/08 - 2/10 100% 3% 7% 12% 20% 80% 8% 14% 6% 42% 32% 23% 4% 17% 13% 19% 12% 60% 31% 2% 7% 27% 40% 46% 59% 60% 31% 51% 55% 44% 20% 29% 8% 6% 0% 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
- 19. Distribución por sistema operativo
- 20. Qué dispositivo? Market Share US Smartphones (May 2011) Palm other 2% 2% Windows Mobile 6% Android 38% BlackBerry 25% iPhone 27% Source: comScore May 2011
- 21. Qué tableta? OTROS 9,30% ANDROID 17,30% Apple Android APPLE Otros 73,40% Source: Gartner Septiembre 2011
- 22. SugarCRM como plataforma de negocios
- 23. Sugar Mobile Strategy Sugar Sugar Mobile Mobile Plus Browser Sugar Mobile ©2011 SugarCRM Inc. All rights reserved.
- 24. Sugar Mobile Strategy Sugar Sugar Mobile Mobile Plus Browser Sugar Mobile ©2011 SugarCRM Inc. All rights reserved.
- 25. Sugar Mobile Strategy Sugar Sugar Mobile Mobile Plus Browser Sugar Mobile - Online - ©2011 SugarCRM Inc. All rights reserved.
- 26. La estrategia de SugarCRM Sugar Sugar Mobile Plus Mobile - Online y Browser Offline - Sugar Mobile - Online - ©2011 SugarCRM Inc. All rights reserved.
- 27. Ediciones SUGAR SUGAR SUGAR SUGAR MOBILE MOBILE MOBILE MOBILE BROWSER BROWSER BROWSER BROWSER SUGAR SUGAR SUGAR SUGAR MOBILE MOBILE MOBILE MOBILE SUGAR SUGAR SUGAR MOBILE PLUS MOBILE PLUS MOBILE PLUS
- 28. Sugar Mobile Browser Sugar Sugar Mobile Mobile Plus Browser Sugar Mobile Solución web basada en HTML5 Soporta todos los SO Android iPad, iPhone Blackberry Y también Windows, Nokia y Palm Soporta gráficos en iPad Incluída en todas las suscripciones 11/24/2011 ©2011 SugarCRM Inc. All rights reserved. 28
- 29. Sugar Mobile Browser: Soporte para todas las tabletas
- 30. Sugar Mobile Browser: Soporte para todos los dispositivos
- 31. Sugar Mobile Browser: Soporte para todos los dispositivos
- 32. Sugar Mobile Browser: Soporte para todos los dispositivos
- 33. Sugar Mobile Browser: Configurable desde el Estudio
- 34. Sugar Mobile Browser: Configurable desde el Estudio
- 35. Sugar Mobile Browser: Configurable desde el Estudio
- 36. Sugar Mobile Sugar Sugar Mobile Mobile Plus Browser Sugar Mobile - Online - Sugar Mobile para Android 11/24/2011 ©2011 SugarCRM Inc. All rights reserved. 36
- 37. Sugar Mobile para Android: Android Market
- 38. Sugar Mobile Sugar Sugar Mobile Mobile Plus Browser Sugar Mobile - Online - Sugar Mobile para Android Sugar Mobile para iPhone / iPad 11/24/2011 ©2011 SugarCRM Inc. All rights reserved. 38
- 39. Sugar Mobile para iPhone/iPad: Apple Store
- 40. Sugar Mobile Sugar Sugar Mobile Mobile Plus Browser Sugar Mobile - Online - Sugar Mobile para Android Sugar Mobile para iPhone Requiere conexión de red móvil No permite campos nuevos Permite módulos nuevos Incluida en todas las suscripciones 11/24/2011 ©2011 SugarCRM Inc. All rights reserved. 40
- 41. Sugar Mobile : Configurable desde el Admin
- 43. Sugar Mobile Plus - Topología
- 44. Sugar Mobile Plus Sugar Mobile Plus para Blackberry Sugar Mobile Plus para iPad Sugar Mobile Plus para iPhone Sugar Mobile Plus para Android próximamente Datos pregarcardos y sincronización offline No requiere conexión de red móvil Incluído a partir de Sugar Corporate 11/24/2011 ©2011 SugarCRM Inc. All rights reserved. 44
- 45. Sugar Mobile Plus: Background Mobile Plus deviene de Mobile Edge de iEnterprises Más de 5 años de vida Producto estable Carga de datos para uso Offline Sincronización automática Datos encriptados en el dispositivo Borrado remoto 11/24/2011 ©2011 SugarCRM Inc. All rights reserved. 45
- 46. Sugar Mobile Plus: Datos accesibles offline Siempre disponible para sincronizar Las actualizaciones son enviadas desde SugarCRM en forma automática 11/24/2011 ©2011 SugarCRM Inc. All rights reserved. 46
- 47. Sugar Mobile Plus: Capabilities Cuentas, Contactos, Actividades, Opor tunidades, Casos, Notas y Usuarios Se registran las llamadas entrantes y salientes y quedan almacenadas en Sugar Soporta campos nuevos Soporta módulos nuevos Da el control al cliente sin desarrollo de aplicaciones móviles 11/24/2011 ©2011 SugarCRM Inc. All rights reserved. 47
- 48. Sugar Mobile Plus: Integración PIM Email Calendario Tareas Teléfono Contactos 11/24/2011 ©2011 SugarCRM Inc. All rights reserved. 48
- 49. Sugar Mobile vs. Sugar Mobile Plus Características Sugar Mobile Sugar Mobile Plus Reportes Sí Próximamente Gráficos HTML5 Sí Próximamente Logging llamadas entrantes No Sí Logging llamadas salientes Sí Sí Archivo de mails entrantes No Sí Archivo de mails salientes Próximamente Sí Sincronización caledarios No Sí Mapas Sí Sí Notas No Sí Datos precargados No Sí Acceso offline No Sí 11/24/2011 ©2011 SugarCRM Inc. All rights reserved. 49
Hinweis der Redaktion
- Jan SysmansAnd the question now – we talked a little bit about the mobile industry and the trends we’ve seen there. From a strategy that companies should follow, anybody who is considering mobile CRM as part of their requirements, what we’re going to talk about here are the three different elements companies should look at.
- Jan SysmansThe first one is ubiquitous access for all browsers and tablets. Can you provide to your sales team and (00:14:00) everybody else that is using your CRM solution – can you provide them access on any late generation smart phone and any tablet?
- Jan SysmansThe second one, there are native applications. The beauty of the ubiquitous access on the smart phone using the mobile browser is that it uses the mobile browser, so it goes anywhere. But the flipside to that is that the overall UI experience is not optimized for every of the devices, so that’s where the native applications come into play. We have seen the huge increase in usage earlier in the slides we talked about, especially with iPad – iPhone and Android, the native apps that are coming there.
- Jan SysmansBut then the third one is the native application with Offline access and Offline sync. The key for that is that the Achilles Heel to using or accessing a CRM system from your mobile device still is network connectivity. You’re not going to find (00:15:00) 3G everywhere. You will have dark spots wherever you go, maybe on a train, maybe on a plane, maybe in a remote area in town or in the countryside. But secondarily, roaming charges are sometimes prohibitive of these access charges as well. And then tablets are coming both with a 3G signal and a Wifi signal so if you just have a Wifi tablet you really have a need for access to your CRM data with Offline as well there.
- Jan SysmansThe one that I find the most interesting was this one, which was the way the mobile Internet usage has changed based on the web. This is a slide Morgan Stanley did, comparing mobile Internet usage from 2008 till 2010. In less than two years where RIM and Windows Mobile were the dominant platforms, right now that is being surpassed (00:07:00) by Android and iOSiPhone, at least from a mobile Internet usage. I think that talks back to the prevalence of mobile apps. BlackBerry – I was a huge CrackBerry user, but, for me, my CrackBerry was my connection back to the rest of the company for email and SNS and other elements. But once I switched to the iPhone, I have noticed myself that I’m using my iPhone much more for browsing the web than I would ever have imagined doing that. John CariniAbsolutely. The larger screen certainly makes it a very nice experience to browse the web on an iPhone. You know, I must confess, though, I have both a BlackBerry and an iPhone and I tend to use my BlackBerry quite a bit for emails and calendar, and so on. And then, as you mentioned, I tend to use the (00:08:00)iPhone for web browsing, and this chart seems to indicate that the rest of the world is doing that as well.
- Jan SysmansThe one that I find the most interesting was this one, which was the way the mobile Internet usage has changed based on the web. This is a slide Morgan Stanley did, comparing mobile Internet usage from 2008 till 2010. In less than two years where RIM and Windows Mobile were the dominant platforms, right now that is being surpassed (00:07:00) by Android and iOSiPhone, at least from a mobile Internet usage. I think that talks back to the prevalence of mobile apps. BlackBerry – I was a huge CrackBerry user, but, for me, my CrackBerry was my connection back to the rest of the company for email and SNS and other elements. But once I switched to the iPhone, I have noticed myself that I’m using my iPhone much more for browsing the web than I would ever have imagined doing that. John CariniAbsolutely. The larger screen certainly makes it a very nice experience to browse the web on an iPhone. You know, I must confess, though, I have both a BlackBerry and an iPhone and I tend to use my BlackBerry quite a bit for emails and calendar, and so on. And then, as you mentioned, I tend to use the (00:08:00)iPhone for web browsing, and this chart seems to indicate that the rest of the world is doing that as well.
- Jan SysmansAnd what are the smart phones these days that people are looking at, John? John CariniIt’s a three-way race at the moment, with the major players being iPhone, Android and BlackBerry. Certainly, we’ve seen Android come in and take up a really huge market share very quickly, so that’s very important. I think iPhone also has a great position in the marketplace, and again they created the concept (00:06:00) that these applications should be ubiquitous and did a really good job of proliferating it in the marketplace. I wouldn’t write off Blackberry either, especially in the enterprise. Blackberry is a widely used corporate device. It’s also very popular in the consumer world as well and it’s – as you can see by the pie chart, it’s a three-way race at the moment, with Windows Mobile creeping in a little. Any comments from you on this slide, Jan?
- Jan SysmansAnd then there is another question somebody just asked us around market share of tablets and low and behold, there it is! John CariniDid you just put that slide in? How did that get there? Jan SysmansI miraculously made that happen, but thank you for asking this question because that’s where we are! I mean at this moment – and this is according to a study I found yesterday that PadGadget did last month, 82 percent of all tablets are iPad, Android is picking up quickly with nine percent, and then all others are behind there as well with nine percent. What do you think about Android? Is that the same as what you saw with the smart phones? Will the introduction of Honeycomb make a huge difference here as well and make the Android tablets omnipresent as well? John CariniI think (00:12:00) what this slide says is that here and now in 2011 the iPad is the primary tablet device, but I think it also says that the Android tablets are coming and they are creeping into the marketplace and perhaps 2012 is the year of the Android tablet. You can quote me on that, if you like, but that’s how I see things kind of coming together. Jan SysmansAnd then one thing here, another attendee on the conference mentioned that several companies are giving iPads to all of their sales team. I just want to let you know here at Sugar we recently provided all of our employees around the company with iPads for that specific reason as well. And so, John, later you will give a demo of SugarCRM on the iPad as well, no? (00:13:00) John CariniOh absolutely. Looking forward to it and, yeah, it’s great to have everybody here at Sugar using their iPads. I do believe it’s commonplace to see these iPads proliferate and these tablets proliferate through enterprise organizations like our own.
- JanSysmansAgain, the three-pronged strategy, we addressed that for smart phones and tablets with our Sugar Mobile Browser solution.
- JanSysmansThe Native App (00:20:00) solution, we addressed that with the Sugar Mobile solution.
- Jan Sysmans:And then Sugar Mobile Plus is the solution that includes Offline sync capabilities as well.
- Jan SysmansThe one that I find the most interesting was this one, which was the way the mobile Internet usage has changed based on the web. This is a slide Morgan Stanley did, comparing mobile Internet usage from 2008 till 2010. In less than two years where RIM and Windows Mobile were the dominant platforms, right now that is being surpassed (00:07:00) by Android and iOSiPhone, at least from a mobile Internet usage. I think that talks back to the prevalence of mobile apps. BlackBerry – I was a huge CrackBerry user, but, for me, my CrackBerry was my connection back to the rest of the company for email and SNS and other elements. But once I switched to the iPhone, I have noticed myself that I’m using my iPhone much more for browsing the web than I would ever have imagined doing that. John CariniAbsolutely. The larger screen certainly makes it a very nice experience to browse the web on an iPhone. You know, I must confess, though, I have both a BlackBerry and an iPhone and I tend to use my BlackBerry quite a bit for emails and calendar, and so on. And then, as you mentioned, I tend to use the (00:08:00)iPhone for web browsing, and this chart seems to indicate that the rest of the world is doing that as well.
- Jan Sysmans:The Sugar Mobile Browser is included with all the Sugar subscriptions and (inaudible) solution that supports all smart phone OSs; it supports Charts on the iPad;
- JanSysmans:and it also supports all other tablets so if you have an Android or a BlackBerry Playbook or any of the Android tablets, you can access Sugar easily today using the Mobile Browser solution.
- JanSysmans:and it also supports all other tablets so if you have an Android or a BlackBerry Playbook or any of the Android tablets, you can access Sugar easily today using the Mobile Browser solution.
- JanSysmans:and it also supports all other tablets so if you have an Android or a BlackBerry Playbook or any of the Android tablets, you can access Sugar easily today using the Mobile Browser solution.
- JanSysmans:and it also supports all other tablets so if you have an Android or a BlackBerry Playbook or any of the Android tablets, you can access Sugar easily today using the Mobile Browser solution.
- JanSysmans:and it also supports all other tablets so if you have an Android or a BlackBerry Playbook or any of the Android tablets, you can access Sugar easily today using the Mobile Browser solution.
- JanSysmans:and it also supports all other tablets so if you have an Android or a BlackBerry Playbook or any of the Android tablets, you can access Sugar easily today using the Mobile Browser solution.
- JanSysmans:and it also supports all other tablets so if you have an Android or a BlackBerry Playbook or any of the Android tablets, you can access Sugar easily today using the Mobile Browser solution.
- Jan SysmansThe Sugar Mobile is available for Android
- JanSysmans:and it also supports all other tablets so if you have an Android or a BlackBerry Playbook or any of the Android tablets, you can access Sugar easily today using the Mobile Browser solution.
- Jan Sysmans…as well as for iPhone. And again, if you saw earlier in the industry slides we talked about, most mobile app usage today is (00:21:00)iPhone and Android, which is why we choose to focus on these two platforms. We released Sugar Mobile for iPhone last year and recently introduced Sugar Mobile for Android there as well.
- JanSysmans:and it also supports all other tablets so if you have an Android or a BlackBerry Playbook or any of the Android tablets, you can access Sugar easily today using the Mobile Browser solution.
- Jan SysmansAs we said earlier, these require network connectivity, but they are included with all of the subscriptions that Sugar has. John CariniThat’s a really important point there. If you are on any of our subscriptions, you are getting these rich apps. I don’t think you’ll see that in the marketplace, generally speaking. I think that usually it’s an extra charge and we are providing these rich client apps with any and all subscriptions. Jan SysmansNo, and that’s exactly as you said. Mobile CRM is an absolute requirement. It’s no longer a nice to have and it was nice to have maybe, but with the introduction of all of the native apps and (00:22:00) being able to easily optimize the view using a native application, it is an absolute – I believe it’s an absolute key requirement, so we’ve included it with all of our subscriptions for that very specific reason.
- JanSysmans:and it also supports all other tablets so if you have an Android or a BlackBerry Playbook or any of the Android tablets, you can access Sugar easily today using the Mobile Browser solution.
- JanSysmansSugar Mobile Plus, on the other hand, we are introducing – we’ve introduced that with the latest release of Sugar, but, John, you will talk a little bit that this is just not a solution that we just dreamt up and released three months ago. It’s something that has been under development for a long time now.
- JanSysmansSugar Mobile Plus, on the other hand, we are introducing – we’ve introduced that with the latest release of Sugar, but, John, you will talk a little bit that this is just not a solution that we just dreamt up and released three months ago. It’s something that has been under development for a long time now.
- Jan SysmansSo the Sugar Mobile Plus is available for BlackBerry, iPad and iPhone and will be available for Android in Q4. This then covers the three platforms that we talked about earlier in the analysis – 87 percent of all smart phones are either Android, iPhone or BlackBerry, (00:23:00) and iPad being the dominant tablet platform at this moment, so the Sugar Mobile Plus solution will be available for all of those solutions. The nice thing here is that you can preload data. You have access to your data in an Offline mode, so you do not require network connectivity. John CariniThat’s really important. Sorry to interrupt, but the use case for that is you’re a salesperson and perhaps you are following accounts in a certain region. You can literally preload all of your accounts on your mobile device, including all the related Contacts, Activities, Opportunities and everything so that wherever you are literally within milliseconds you can access that data, so it’s very useful to have that preload and constant synchronization of data. Jan SysmansAnd then just to say – because we’ve seen already chat with customers asking availability, so that is (00:24:00) available with the Sugar Corporate, Sugar Enterprise and Sugar Ultimate Subscriptions, but it is available included in those subscriptions, but it’s available as an add-on for Sugar Professional as well.
- Jan SysmansAnd then, John, if you can talk a little bit more about the background of Sugar Mobile Plus, how long it has been in development and the number of customers that have been running on it, because I think this will very much install a lot of confidence with the people in the webinar today. John CariniAbsolutely. So Sugar Mobile Plus was originally developed as Mobile Edge by iEnterprises and, as such, the product has been in the marketplace for quite a long time. It was built over a five-year period. It’s a very stable product and it’s currently in use, in production by quite a number of Sugar customers today. That should instill quite a bit of confidence. It’s not a product that is half done. It’s completely done. It’s very robust and has very, (00:25:00) very deep functionality, reliable synchronization capabilities, and it’s a mature product today as it’s being offered from Sugar. Hopefully, everybody will jump on it because of that. We’ve stressed this Offline data load and sync and that’s one of the hallmarks of the solution. Again the ability to preload data and then have it on the device and have it always in sync, so – if you use BlackBerry email, for instance, you know that in the background you are always synchronizing that information and whenever you look at it there locally on the device it’s up to date. This is that but with your CRM information. I should point out also that the application is very secure and all data that is stored locally on the device is encrypted. (00:26:00) In both the case of iOS, iPad, iPhone and BlackBerry, it can be AES-encrypted, which is really pretty much the highest legally allowable encryption paradigm at this moment, and then the data transport mechanisms can be encrypted as well. If you really think about it, you are probably already using SugarCRM through a browser, and the same encryption technology that you use there for accessing the information is the encryption technology that can be used to actually access it from – or send and receive information from the mobile device as well. But just in case you do lose your device, we have remote wipe capabilities and that means that, if someone loses their device, we can literally send a kill from the admin console (00:27:00) and clear all the data out remotely from the device so that there is really no – even though the data is encrypted, it is now gone in addition to be encrypted and it doesn’t exist on the device, so it’s extremely secure. Jan SysmansOkay excellent. And a couple of questions have come around on availability of Sugar Mobile Plus. You said it was part of the Enterprise offering, but we’ve had to make some changes to make it fully fit on the Sugar brand, so Sugar Mobile Plus for BlackBerry, for iPhone and for iPad will be available to customers at the end of July. Is that correct? John CariniThat’s absolutely correct. Jan SysmansAnd so if customers wanted to learn more or see a beta, see a trial, is there anyplace where they can go today? John CariniThere are a few videos online. We’re planning (00:28:00) a beta in July at some point, but I would suggest you just hang on the line here and watch the demo. Jan SysmansExcellent, thank you. As you said, John, the videos are available on SugarCRM.com. Doing betas for iPhone and iPad is really hard due to the restrictions that are coming from Apple on giving pre-production licenses out there, so that’s something that is a very limited beta. But anybody who is on a BlackBerry, we would suggest you contact your SugarCRM representative to be added to the Sugar Mobile Plus for BlackBerry beta. That’s correct, John? John CariniYeah, I think it’s a very limited beta, but we’ll certainly entertain adding to that. I do think the app will be available very soon and hopefully (00:29:00) lots of people will adopt it and use it in production at that time.
- Jan SysmansRegarding the Offline sync and access to your Offline data, I just want to stress again that the powerful – number one, the encryption capabilities that your data is encrypted, but, number two, the fact that your data is stored locally in an encrypted way on your device gives you immediate access to the data so you do not have the delay that you would have with an application that requires connectivity of data. You literally have access to your data at all times. One of the questions we hear all the time, John, is when does the syncing happen? Does it have to be automatic or how does syncing work? John CariniI think from the users’ perspective, they don’t need to worry about it. The application is polling for changes in the background and it’s (00:30:00) just always up to date. So from the users’ perspective, there is really no syncing to do. It’s always talking to SugarCRM and getting the latest information from SugarCRM. The reverse is true as well if you edit data or create new data on the mobile device itself. It’s pretty much immediately transmitted to SugarCRM, provided you have wireless coverage, and when you’re not in wireless coverage everything is just cued up. Perhaps you’re on a plane. You can use the application on the plane, for instance, and when you get off the plane it will just sync everything up and you’ll be up to date in just a minute or so.
- Jan SysmansOkay. So looking back at the features and functionality capabilities of Sugar Mobile and Sugar Mobile Plus, can you talk a little bit more here on the elements that are included with the solution and specifically around (00:31:00) the ability of custom fields and object support as well as the mobile layout? John CariniYou know pretty much the whole interface is customizable, right? We list here Accounts, Contacts, Opportunities, Cases, Notes, Users, and the fact that you can log calls and archive mail and there is integration into the PIM and all that. But I think the thing to keep in mind is that the entire Mobile layout is configurable. If you want just Accounts, Contacts, Activities and two custom modules from within Sugar, you can do that. And then within Accounts, Contacts, Activities and Custom, if you would like only certain information to be put out on the mobile devices, you can actually pick and choose what fields within those modules are displayed on the mobile device and that includes (00:32:00) custom fields. It’s listed down here that it has full support for custom fields and custom objects. It’s almost unlimited and the entire interface is completely customizable.
- John CariniOne thing too I’ll point out here is the PIM integration. I’ll try to show a little bit of this, but this is one of the important features, I believe, of what I would call rich apps that are on the device so that’s the capability to integrate with the native apps on the device, so the ability dial the phone right from the device. On the BlackBerry, it even has the capability to – after receiving a call, it will actually recognize who called you and then it will turn around and ask you if you would like to offer – or offer you the capability to log the call. It can take messages from the BlackBerry inbox, for instance, literally (00:33:00) click one button and then have it sent to SugarCRM right from the inbox. It can schedule calendar items on the native calendar and then have that go into SugarCRM. Basically, it’s one with the device and you are able to use the native features and functions of the device in conjunction with Sugar Mobile Plus.
- Jan SysmansAnd then back again around the specific elements that are in Sugar Mobile Plus that are not in Sugar Mobile, which has to do with preloading Offline sync capabilities as well as encrypting a copy of your CRM data locally on the device and then remote wipe capabilities. Before we go into a demo, John, I wanted to talk a little bit more about the ability for customers to create custom mobile solutions with Sugar. Can you talk more about that? John CariniSure. Well, as I mentioned before, virtually the entire (00:34:00) look and feel of the application is configurable by you. You can go into really what is an administration console and pick and choose exactly what you would like on the mobile device. Maybe you have a special application where you have some custom module and you’re selling widgets in your custom module and you want to track inventory or something of the widgets that are in your stores. You can literally create a custom module to that affect inside of Sugar using the Module Builder and create your fields on the forms, including the keyword lists and everything, and then turn around and publish that to the mobile application as well; not only that, but then preload the data so that perhaps you want to preload all the stores and all the (00:35:00) widget inventory for all the stores. You can literally do that and what you’ve really done is you’ve built a custom mobile solution using Sugar Module Builder and Sugar Mobile Plus.