Learn how the SugarCRM integration with LotusLive drives social business and brings you "CRM Made Social." Get first hand insight on how this integration will benefit your organization and see how you can get started with SugarCRM and LotusLive today.

1. Driving Social Business from the Cloud
with SugarCRM on IBM LotusLive
Chris Bucholtz, SugarCRM Beverly DeWitt, IBM
Editor in Chief, CRM Program Director, LotusLive
Outsiders Partners

2. Driving Social Business from the Cloud
with SugarCRM on IBM LotusLive
Chris Bucholtz, Editor in Chief, SugarCRM

3. Agenda
Introduction to the Cloud, Social Business, and Social CRM
LotusLive Overview
SugarCRM and LotusLive Integration
Demo
Q&A
©2010 SugarCRM Inc. All rights reserved. 3

4. Some brief definitions
The Cloud:
A virtualized and distributed computing
environment and the software designed to take
advantage of it.
Social Business:
A business that has built a strategy around
leveraging social technologies and social media to
maximize the relationships with all company
stakeholders.
7/21/11 ©2010 SugarCRM Inc. All rights reserved. 4

5. Some definitions
Social CRM
A philosophy and a business strategy, supported by
a technology platform, business rules, workflow,
processes and social characteristics, designed to
engage the customer in a collaborative conversation in
order to provide mutually beneficial value in a trusted
and transparent business environment. It's the
company's response to the customer's ownership of the
conversation.
7/21/11 ©2010 SugarCRM Inc. All rights reserved. 5

6. Driving Social Business from the Cloud
with SugarCRM on IBM LotusLive
Beverly DeWitt, Program Director, IBM

7. A Social Business embraces networks of
people to create business value
Engaged
Transparent
Nimble
A Social Business solves business problems faster, smarter -- by
deepening client relationships, driving operational effectiveness and
optimizing their workforce

8. Social Business Leads Cloud
Adoption
Public cloud workload attractiveness for companies with 1,000+ employees
Currently Using Plan < 12 Months
Audio / Video / Web Conferencing 22% 9%
CRM / Sales Force Automation 18% 11%
WAN Capacity
16% 6%
e-mail
14% 6%
.
.
Development Environment 8% . 5%
Data Mining / Analytics 7% 5%
Test Environment Infrastructure 6% 4%
Transactional Databases
6% 3%
Source: IBM MAP Cloud Workload Adoption Survey, June/July 2009 , n: 731 , 9 countries: US, Canada ,UK, Germany, France, Italy, Japan, China & India,
©2010 SugarCRM Inc. All rights reserved. 8

9. IBM is the Leader in Social Business
IBM is innovating the Social Business space
– IBM introduced Social Business to the enterprise in
2007 (Lotus Connections)
“first-ever social software platform for business”†
– IBM enabled Social Business in the cloud in 2009
(LotusLive)
IBM is driving the revolution of Social Business
– Driving New Markets and New Solution Spaces: Social
Commerce, Web Analytics, Employee Sentiment
Analysis.
IBM delivers social business today - to customers
globally - large and small, across diverse industries
– IDC ranks IBM number one in worldwide market share
for social platform software for 2009 and 2010
† see http://www-03.ibm.com/press/us/en/pressrelease/20941.wss
©2010 SugarCRM Inc. All rights reserved.

10. My Network Communities
Activities Files
Meetings Events
Chat eMail
Charts Survey Forms
©2010 SugarCRM Inc. All rights reserved.

11. LotusLive Portfolio of Offerings
LotusLive collaboration suite
Starting at $10 per/user/month
Meetings Collaboration Messaging
LotusLive Meetings LotusLive Engage LotusLive Notes
A full-featured, easy to use An integrated set of tools for Full-featured e-mail,
Web conferencing service calendaring, contact
file sharing, web
management and instant
conferencing, instant messaging – via a browser
messaging, social or Notes client from the IBM
networking and cloud
communities
Starting at $7 Starting at $8 Starting at $5
user/month user/month user/month
LotusLive Events LotusLive LotusLive iNotes
Provides tools to create, Connections Essential Web mail,
manage and conduct large- Integrates your business calendar and contact
scale webinars for up to 999 network with file sharing, management.
attendees
instant messaging, social
networking and
communities.
Starting at $79 named Starting at $6 Starting at $3
host user/month user/month
Prices are USD
©2010 SugarCRM Inc. All rights reserved. 11

12. LotusLive Customers
Social Business Solutions
Working with Clients
• 700 translators collaborate with
200 clients by sharing documents
Operational Efficiency in LotusLive for translation
• Helping 24 franchisees operate
as one business -- one that is
connected, informed, and
cohesive
Customer Service
Loan Processing
• Connecting product
• Applications returned development with clients
within 24-48 hours – to transform customer
compared to 7 – 10 days service.
increases revenue and
client satisfaction
Social Business on
Cloud
©2010 SugarCRM Inc. All rights reserved.

13. Leveraging Existing Investments: An
Extensible Open Integration Platform
 Open Rest APIs and extension points make LotusLive a flexible SaaS platform
 ISV and customers can integrate LotusLive services in their own applications, surfacing the social experience
 Partner applications can be integrated into LotusLive
 Customers benefit from integrated collaborative business processes

14. Infusion of social business capability in
business processes
Integrated Integrated Integrated Integrated
Selling Commerce eSigning Logistics
Integrated Integrated Integrated Integrated
Doc Editing File Viewer Communications Archiving
©2010 SugarCRM Inc. All rights reserved.

15. LotusLive Value
Key Differentiators Unique Features
Social: LotusLive leverages market Free guest account: Invite guests
leading social software technology. and they get access to all
Extranet: LotusLive provides a secure collaborative services.
extranet for working with customers Profile and contacts: Connect with
and partners. colleagues, business partners, and
Storage: LotusLive provides a customers and build project teams
minimum 5x more collaboration that span company firewalls.
storage, with no artificially low file size Communities: Create social sharing
limits. spaces to collaborate and innovate on
Partner: LotusLive offers integrated new ideas.
partner solutions with obvious and Activities: Create lightweight, ad-hoc
intuitive business value. project team rooms to effectively
Integrated: LotusLive provides a manage projects and tasks.
thoughtfully integrated set of rich,
value-add services.

16. +
 SugarCRM for LotusLive places social Target Market
business capabilities into the hands of • Clients looking to increase customer retention,
SugarCRM users attract new customers and maintain
competitive advantage
 LotusLive is a social business platform that
delivers cloud-based collaboration tools and
social networking services
Advantage
 Sales, marketing, and support professionals • Open collaboration among employees and with
external parties such as customers and partners
can engage with their prospects and
customers more efficiently, resulting in
shortened sales cycles and increased
customer satisfaction and loyalty
Special Offer / Price Point
• SugarCRM customers can receive a no-charge
subscription to LotusLive Engage
• LotusLive customers can receive three months
free with a 12 month SugarCRM subscription
©2010 SugarCRM Inc. All rights reserved.

17. SugarCRM for LotusLive Demo
Jennifer Yim, Sr. Product Manager, SugarCRM

18. SugarCRM for LotusLive – Feature Overview
Access LotusLive without ever leaving Sugar!
LotusLive Meetings
Host (create and start) LotusLive meetings
Join LotusLive meetings
Hold meetings including both Sugar users and other people
LotusLive Files
Share and collaborate on files with both Sugar users and
other people through LotusLive
Upload files to LotusLive
Access LotusLive
©2010 SugarCRM Inc. All rights reserved.

19. Other SugarCRM-IBM Software Integrations &
Supported Technologies
Lotus Notes
Lotus Domino
Cognos
CastIron
©2010 SugarCRM Inc. All rights reserved.

20. Q&A
©2010 SugarCRM Inc. All rights reserved.

21. Social Business Summary
Work more closely with your customers by using LotusLive and SugarCRM
together
•Increase customer retention and maintain customer advantage
•Intuitively pool collective intelligence
•Foster innovation that outpaces your competition
Get Social. D o B us ines s .