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Social Business and Social CRM



           Tom Schuster
         General Manager
 SugarCRM Europe, Middle East, Africa
Social Business


             GETTING STARTED
             • The business context
             • The essential characteristics
             • Getting started
             • A live example
             • Recommendation




10/17/2011       ©2011 SugarCRM Inc. All rights reserved.   2
Evolution of the Sales Landscape




 10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   3
Marketing: Complex Social Buying Model




 10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   4
Customer Service is Marketing




 10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   5
Start With the Customer




 10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   6
Put the customer at the center

                                                            CRM




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   7
CRM




                                      Customer
                                      Relationship
                                      Management


10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   8
CRM




CRM is about Customers




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   9
CRM is about Acquiring,
        Retaining and Growing
              Customers



             ©2011 SugarCRM Inc. All rights reserved.                 10
                                                             ©2009 SugarCRM Inc. All rights reserved.   05/08/09
10/17/2011                                              10
Enable the sales edge

     INNER CORE                                     SALES EDGE          CUSTOMERS


                                                           SALES



                                                          CUSTOMER
                                                           SERVICE



                                                     CALL CENTER




                                                          MARKETING


  10/17/2011   ©2011 SugarCRM Inc. All rights reserved.            11
Introducing Social CRM




 10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   12
CRM Made Social: Enable the customer edge
              SALES EDGE                                        CUSTOMERS


                SALES



              CUSTOMER
               SERVICE



              CALL CENTER




              MARKETING


 10/17/2011     ©2011 SugarCRM Inc. All rights reserved.   13
Social CRM




                                                                Social CRM is an
                                                                extension of, not a
                                                              replacement for, CRM




 10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   14
CRM made Simple




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   15   05/08/09
CRM Made Simple                                             Social CRM



                                         Intuitive


                                                Open


                                         Flexible


10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   16
6 Steps to Getting started with Social CRM

Step 1: Implement an Open CRM System
Step 2: Customise the user interface and processes
Step 3: Integrate the essential back end systems
Step 4: Implement a flexible infrastructure
Step 5: Provide collaboration tools
Step 6: Use the Social Tools of choice




 10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   17
Getting started with Social CRM                              Social CRM


Step 1: Implement an Open CRM System
Step 2: Customise the user interface and processes
Step 3: Integrate the essential back end systems
Step 4: Implement a flexible infrastructure
Step 5: Provide collaboration tools
Step 6: Use the Social Tools of choice




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   18
Social CRM
     Open

                                                    Technology
                                                         Open Systems
                                                         Users Have Control
                                                         Web Standards
                                                         Reasonable, predictable cost

                                                        Community
                                                         Hundreds of Extensions
                                                         Qualified Partners


10/17/2011   ©2011 SugarCRM Inc. All rights reserved.         19
Getting started with Social CRM                              Social CRM


Step 1: Implement an Open CRM System
Step 2: Customise the user interface and processes
Step 3: Integrate the essential back end systems
Step 4: Implement a flexible infrastructure
Step 5: Provide collaboration tools
Step 6: Use the Social Tools of choice




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   20
Social CRM
Intuitive

                                             For Users
                                                        Web 2.0 User Experience
                                                        Works the Way YOU Work

                                             For Administrators
                                                        Simple Customisation
                                                        Seamless Upgrades



10/17/2011   ©2011 SugarCRM Inc. All rights reserved.         21
Getting started with Social CRM

Step 1: Implement an Open CRM System
Step 2: Customise the user interface and processes
Step 3: Integrate the essential back end systems
Step 4: Implement a flexible infrastructure
Step 5: Provide collaboration tools
Step 6: Use the Social Tools of choice




 10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   22
360 Degree View of the Customer
CRM Activities                                                External data sources
• Customer Support                                                • ERP
• Marketing                                                       • Market Data
• Sales                                                           • HR




                              Specialised Tools
                                • Web Analysis
                                • Business Intelligence


 10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   23
IBM and SugarCRM: integrated offerings


        LotusLive                 TM



        LotusNotes


              SPSS




 10/17/2011          ©2011 SugarCRM Inc. All rights reserved.   24
Getting started with Social CRM

Step 1: Implement an Open CRM System
Step 2: Customise the user interface and processes
Step 3: Integrate the essential back end systems
Step 4: Implement a flexible infrastructure
Step 5: Provide collaboration tools
Step 6: Use the Social Tools of choice




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   25
SugarCRM: Run Anywhere




 RUN ANYWHERE
 • Any Device
 • Any Platform
 • Any Cloud


              On Site




 10/17/2011             ©2011 SugarCRM Inc. All rights reserved.   26
Expands SugarCRM’s Global Reach
  Sugar On-Demand + Sugar on IBM SmartCloud Enterprise




10/17/2011           ©2011 SugarCRM Inc. All rights reserved.   27
Getting started with Social CRM                              Social CRM


Step 1: Implement an Open CRM System
Step 2: Customise the user interface and processes
Step 3: Integrate the essential back end systems
Step 4: Implement a flexible infrastructure
Step 5: Provide collaboration tools
Step 6: Use the Social Tools of choice




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   28
Step 5: Provide collaboration tools




             Collaboration                                         Conferencing



10/17/2011         ©2011 SugarCRM Inc. All rights reserved.   29
Getting started with Social CRM                                Social CRM


Step 1: Implement an Open CRM System
Step 2: Customise the user interface and processes
Step 3: Integrate the essential back end systems
Step 4: Implement a flexible infrastructure
Step 5: Provide collaboration tools
Step 6: Use the Social Tools of choice




  10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   30
Twitter Feeds on Your Dashboard




10/17/2011    ©2011 SugarCRM Inc. All rights reserved.   31
LinkedIn Accounts




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   32
Google Maps integration




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   33
Question:

         What is the Social CRM interface
         of the future?
             Answer:

             The social networking site of
             choice
                         combined with

             The global leading open CRM
             system


10/17/2011         ©2011 SugarCRM Inc. All rights reserved.   34
Hillel Uses Social CRM to Connect with
College Students




 10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   35
Add additional fields before saving to Sugar




  10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   36
Enter Friend Details in Facebook




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   37
10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   38
Add Interactions in Sugar from Facebook




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   39
Match Event Attendees with Contacts in Sugar




  10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   40
Contact Profile Page




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   41
Write Comments to Facebook Wall from Sugar




 10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   42
Link Existing Contacts to Facebook Friends




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   43
Type the names of Facebook friends




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   44
Facebook Friend Request




 10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   45
Mobile Interactions




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.    46
“Our newly updated REACH database program
powered by Sugar Professional even features a
mobile application that allows students and
professionals to track their interactions and
relationship-building in the fast paced and
constantly changing world in which our college
students live.”

Wayne L. Firestone
President, Hillel: The Foundation for Jewish
Campus Life



10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   10/17/2011   47   ©2011 SugarCRM Inc. All rights reserved.   47
Components of a Social CRM
Conferencing                                                 Cloud

              •
              •
              •
              •




Collaboration                                                Community
10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   48
Social Business and social CRM

   Start with the customer

   Choose an Open CRM System

   Enable a flexible, Cloud 2.0 infrastructure

   Integrate Collaboration and conferencing

   Allow Users to use their social tools of choice




10/17/2011   ©2011 SugarCRM Inc. All rights reserved.   49
Microsoft                                                 The Sweeter Road
Oracle
SFDC




               ©2011 SugarCRM Inc. All rights reserved.           50
  10/17/2011                                                 50
Thank you


     Tom Schuster
tschuster@sugarcrm.com

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Social CRM and Social Business

  • 1. Social Business and Social CRM Tom Schuster General Manager SugarCRM Europe, Middle East, Africa
  • 2. Social Business GETTING STARTED • The business context • The essential characteristics • Getting started • A live example • Recommendation 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 2
  • 3. Evolution of the Sales Landscape 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 3
  • 4. Marketing: Complex Social Buying Model 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 4
  • 5. Customer Service is Marketing 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 5
  • 6. Start With the Customer 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 6
  • 7. Put the customer at the center CRM 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 7
  • 8. CRM Customer Relationship Management 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 8
  • 9. CRM CRM is about Customers 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 9
  • 10. CRM is about Acquiring, Retaining and Growing Customers ©2011 SugarCRM Inc. All rights reserved. 10 ©2009 SugarCRM Inc. All rights reserved. 05/08/09 10/17/2011 10
  • 11. Enable the sales edge INNER CORE SALES EDGE CUSTOMERS SALES CUSTOMER SERVICE CALL CENTER MARKETING 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 11
  • 12. Introducing Social CRM 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 12
  • 13. CRM Made Social: Enable the customer edge SALES EDGE CUSTOMERS SALES CUSTOMER SERVICE CALL CENTER MARKETING 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 13
  • 14. Social CRM Social CRM is an extension of, not a replacement for, CRM 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 14
  • 15. CRM made Simple 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 15 05/08/09
  • 16. CRM Made Simple Social CRM Intuitive Open Flexible 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 16
  • 17. 6 Steps to Getting started with Social CRM Step 1: Implement an Open CRM System Step 2: Customise the user interface and processes Step 3: Integrate the essential back end systems Step 4: Implement a flexible infrastructure Step 5: Provide collaboration tools Step 6: Use the Social Tools of choice 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 17
  • 18. Getting started with Social CRM Social CRM Step 1: Implement an Open CRM System Step 2: Customise the user interface and processes Step 3: Integrate the essential back end systems Step 4: Implement a flexible infrastructure Step 5: Provide collaboration tools Step 6: Use the Social Tools of choice 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 18
  • 19. Social CRM Open Technology Open Systems Users Have Control Web Standards Reasonable, predictable cost Community Hundreds of Extensions Qualified Partners 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 19
  • 20. Getting started with Social CRM Social CRM Step 1: Implement an Open CRM System Step 2: Customise the user interface and processes Step 3: Integrate the essential back end systems Step 4: Implement a flexible infrastructure Step 5: Provide collaboration tools Step 6: Use the Social Tools of choice 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 20
  • 21. Social CRM Intuitive For Users Web 2.0 User Experience Works the Way YOU Work For Administrators Simple Customisation Seamless Upgrades 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 21
  • 22. Getting started with Social CRM Step 1: Implement an Open CRM System Step 2: Customise the user interface and processes Step 3: Integrate the essential back end systems Step 4: Implement a flexible infrastructure Step 5: Provide collaboration tools Step 6: Use the Social Tools of choice 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 22
  • 23. 360 Degree View of the Customer CRM Activities External data sources • Customer Support • ERP • Marketing • Market Data • Sales • HR Specialised Tools • Web Analysis • Business Intelligence 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 23
  • 24. IBM and SugarCRM: integrated offerings LotusLive TM LotusNotes SPSS 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 24
  • 25. Getting started with Social CRM Step 1: Implement an Open CRM System Step 2: Customise the user interface and processes Step 3: Integrate the essential back end systems Step 4: Implement a flexible infrastructure Step 5: Provide collaboration tools Step 6: Use the Social Tools of choice 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 25
  • 26. SugarCRM: Run Anywhere RUN ANYWHERE • Any Device • Any Platform • Any Cloud On Site 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 26
  • 27. Expands SugarCRM’s Global Reach Sugar On-Demand + Sugar on IBM SmartCloud Enterprise 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 27
  • 28. Getting started with Social CRM Social CRM Step 1: Implement an Open CRM System Step 2: Customise the user interface and processes Step 3: Integrate the essential back end systems Step 4: Implement a flexible infrastructure Step 5: Provide collaboration tools Step 6: Use the Social Tools of choice 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 28
  • 29. Step 5: Provide collaboration tools Collaboration Conferencing 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 29
  • 30. Getting started with Social CRM Social CRM Step 1: Implement an Open CRM System Step 2: Customise the user interface and processes Step 3: Integrate the essential back end systems Step 4: Implement a flexible infrastructure Step 5: Provide collaboration tools Step 6: Use the Social Tools of choice 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 30
  • 31. Twitter Feeds on Your Dashboard 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 31
  • 32. LinkedIn Accounts 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 32
  • 33. Google Maps integration 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 33
  • 34. Question: What is the Social CRM interface of the future? Answer: The social networking site of choice combined with The global leading open CRM system 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 34
  • 35. Hillel Uses Social CRM to Connect with College Students 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 35
  • 36. Add additional fields before saving to Sugar 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 36
  • 37. Enter Friend Details in Facebook 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 37
  • 38. 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 38
  • 39. Add Interactions in Sugar from Facebook 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 39
  • 40. Match Event Attendees with Contacts in Sugar 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 40
  • 41. Contact Profile Page 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 41
  • 42. Write Comments to Facebook Wall from Sugar 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 42
  • 43. Link Existing Contacts to Facebook Friends 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 43
  • 44. Type the names of Facebook friends 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 44
  • 45. Facebook Friend Request 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 45
  • 46. Mobile Interactions 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 46
  • 47. “Our newly updated REACH database program powered by Sugar Professional even features a mobile application that allows students and professionals to track their interactions and relationship-building in the fast paced and constantly changing world in which our college students live.” Wayne L. Firestone President, Hillel: The Foundation for Jewish Campus Life 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 10/17/2011 47 ©2011 SugarCRM Inc. All rights reserved. 47
  • 48. Components of a Social CRM Conferencing Cloud • • • • Collaboration Community 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 48
  • 49. Social Business and social CRM Start with the customer Choose an Open CRM System Enable a flexible, Cloud 2.0 infrastructure Integrate Collaboration and conferencing Allow Users to use their social tools of choice 10/17/2011 ©2011 SugarCRM Inc. All rights reserved. 49
  • 50. Microsoft The Sweeter Road Oracle SFDC ©2011 SugarCRM Inc. All rights reserved. 50 10/17/2011 50
  • 51. Thank you Tom Schuster tschuster@sugarcrm.com