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Cloud



Take Advantage of the Cloud Connectors in
                  Sugar
Stéphane CALIMODIO
      Vincent ROLLIN

Co-Founder & CEO - @stephanecali
Co-Founder & CTO - @vincentrollin
http://www.synolia.com - @synolia




                       4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   2
   1st historical SugarCRM Partner in the World &
    SugarCRM leader in France since 2004




   Specialized in high added value CRM projects
    (250+ SugarCRM Customers) and modules
    development (20+ module on SugarForge and
    SugarExchange)

                                        April 2012

   Manage the French Sugar Community with
    40,000 users

   Active partner of Open+ developer program

   Member of European SugarCRM Alliance

    Tweet: #SCON12                                   4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   3
Operational Technologies for Real Business

     Provides standard          Provides standard
      technologies for          functionalities for
     cloud connectors              social CRM




        Provides new                Use standard
      functionalities for         technologies for
         social CRM               cloud connectors




Tweet: #SCON12              4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   4
Operational Technologies for Real Business




                 Communicate   Follow




                  Get up-to-
                               Retrieve
                    date




Tweet: #SCON12                            4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   5
Follow your community




               4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   6
1. Follow your community
 Use the activities stream dashlet to follow your
  community
 Standard connectors provided by SugarCRM :


 Connectors provided by partners:




Tweet: #SCON12                       4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   7
1. Follow your community
 Use widget connectors to have a look at the latest
  communications on social media from your prospects and
  customers and interact with them.




Tweet: #SCON12                      4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   8
Retrieve all your contacts profiles in one
                   place




                           4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   9
2. Retrieve all your contacts profiles in one
 place
 Synchronize your address book from Outlook or Lotus
  Notes (standard connectors provided by SugarCRM) or
  Gmail (connector provided                )




 Tweet: #SCON12                       4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   10
2. Retrieve all your contacts profiles in one
 place
 Import your contacts from LinkedIn, Google or Viadeo.




 Tweet: #SCON12                         4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   11
2. Retrieve all your contacts profiles in one
place
 Get access to your prospects using your contacts
  network




Tweet: #SCON12                     4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   12
2. Retrieve all your contacts profiles in one
place
 Get access to your prospects using your contacts
  network.




Tweet: #SCON12                     4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   13
Get up-to-date information




                  4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   14
3. Get up-to-date information
 Increase your sales capabilities with InsideView or Corporama by
  having real-time access to the latest business information for your
  customers and prospects




Tweet: #SCON12                                4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   15
3. Get up-to-date information
 Increase your sales capabilities with InsideView or Corporama by
  having real-time access to the latest business information for your
  customers and prospects




Tweet: #SCON12                                4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   16
3. Get up-to-date information
 Use Sugar Cloud Connectors to get the most up to date information
  from external source like Hoovers, Jigsaw, Zoominfo, Bureau Van
  Dijk and Dun & Bradstreet (provided by Synolia)




Tweet: #SCON12                              4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   17
3. Get up-to-date information
 Use Sugar Cloud Connectors to get the most up to date information
  from external source like Hoovers, Jigsaw, Zoominfo, Bureau Van
  Dijk and Dun & Bradstreet (provided by Synolia)




Tweet: #SCON12                              4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   18
Communicate with your customers more
               easily




                       4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   19
4. Communicate with your customers more
easily
 Easily launch one-to-one meetings on WebEx,
  GoToMeeting or Lotus Live.




Tweet: #SCON12                      4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   20
4. Communicate with your customers more
easily
 Create targeted email campaigns with Pardot or
  EmailVision Integration.




Tweet: #SCON12                       4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   21
Take Advantage of the Cloud Connectors in
                     Sugar

          Enhance your customer knowledge
           Develop your professional network
     Identify new partners prospects or customers
Improve the quality and relevance of your CRM database

     OPTIMIZE YOUR BUSINESS PERFORMANCE  BY
      INTEGRATING A SOCIAL DIMENSION TO YOUR
                   CRM SOLUTION




                                   4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   22
Submit Session Feedback
        Select the SugarCon Mobile App:
        1) Tap on this session
        2) Tap on survey
        3) Submit your feedback

*Prizes for attendees who submit session feedback using the Mobile App




                                               4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   23
#SCON12




          4/25/2012   ©2012 SugarCRM Inc. All rights reserved.   24

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Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

  • 1. Cloud Take Advantage of the Cloud Connectors in Sugar
  • 2. Stéphane CALIMODIO Vincent ROLLIN Co-Founder & CEO - @stephanecali Co-Founder & CTO - @vincentrollin http://www.synolia.com - @synolia 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 2
  • 3. 1st historical SugarCRM Partner in the World & SugarCRM leader in France since 2004  Specialized in high added value CRM projects (250+ SugarCRM Customers) and modules development (20+ module on SugarForge and SugarExchange) April 2012  Manage the French Sugar Community with 40,000 users  Active partner of Open+ developer program  Member of European SugarCRM Alliance Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 3
  • 4. Operational Technologies for Real Business Provides standard Provides standard technologies for functionalities for cloud connectors social CRM Provides new Use standard functionalities for technologies for social CRM cloud connectors Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 4
  • 5. Operational Technologies for Real Business Communicate Follow Get up-to- Retrieve date Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 5
  • 6. Follow your community 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 6
  • 7. 1. Follow your community  Use the activities stream dashlet to follow your community  Standard connectors provided by SugarCRM :  Connectors provided by partners: Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 7
  • 8. 1. Follow your community  Use widget connectors to have a look at the latest communications on social media from your prospects and customers and interact with them. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 8
  • 9. Retrieve all your contacts profiles in one place 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 9
  • 10. 2. Retrieve all your contacts profiles in one place  Synchronize your address book from Outlook or Lotus Notes (standard connectors provided by SugarCRM) or Gmail (connector provided ) Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 10
  • 11. 2. Retrieve all your contacts profiles in one place  Import your contacts from LinkedIn, Google or Viadeo. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 11
  • 12. 2. Retrieve all your contacts profiles in one place  Get access to your prospects using your contacts network Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 12
  • 13. 2. Retrieve all your contacts profiles in one place  Get access to your prospects using your contacts network. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 13
  • 14. Get up-to-date information 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 14
  • 15. 3. Get up-to-date information  Increase your sales capabilities with InsideView or Corporama by having real-time access to the latest business information for your customers and prospects Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 15
  • 16. 3. Get up-to-date information  Increase your sales capabilities with InsideView or Corporama by having real-time access to the latest business information for your customers and prospects Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 16
  • 17. 3. Get up-to-date information  Use Sugar Cloud Connectors to get the most up to date information from external source like Hoovers, Jigsaw, Zoominfo, Bureau Van Dijk and Dun & Bradstreet (provided by Synolia) Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 17
  • 18. 3. Get up-to-date information  Use Sugar Cloud Connectors to get the most up to date information from external source like Hoovers, Jigsaw, Zoominfo, Bureau Van Dijk and Dun & Bradstreet (provided by Synolia) Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 18
  • 19. Communicate with your customers more easily 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 19
  • 20. 4. Communicate with your customers more easily  Easily launch one-to-one meetings on WebEx, GoToMeeting or Lotus Live. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 20
  • 21. 4. Communicate with your customers more easily  Create targeted email campaigns with Pardot or EmailVision Integration. Tweet: #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 21
  • 22. Take Advantage of the Cloud Connectors in Sugar Enhance your customer knowledge Develop your professional network Identify new partners prospects or customers Improve the quality and relevance of your CRM database OPTIMIZE YOUR BUSINESS PERFORMANCE BY INTEGRATING A SOCIAL DIMENSION TO YOUR CRM SOLUTION 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 22
  • 23. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback *Prizes for attendees who submit session feedback using the Mobile App 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 23
  • 24. #SCON12 4/25/2012 ©2012 SugarCRM Inc. All rights reserved. 24