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CRM Made Social: Integrating Social Media Into Sugar

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Learn how Sugar brings together all the modern social networking tools into one application enabling you to better connect with prospects, customers and partners.Presented at SugarCon 2011 by Jan Sysmans, Sr Director Product Marketing, SugarCRM

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Page 1: CRM Made Social: Integrating Social Media Into Sugar
Page 2: CRM Made Social: Integrating Social Media Into Sugar

CRM Made Social: Integrating Social Media into Sugar

Jan Sysmans

Wednesday April 6 - 5:05 pm

©2011 SugarCRM Inc. All rights reserved.

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Agenda

History of CRM

Future of CRM

Using Sugar Studio

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A Brief History of CRM

©2010 SugarCRM Inc. All rights reserved.

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©2010 SugarCRM Inc. All rights reserved.

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©2010 SugarCRM Inc. All rights reserved.

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©2010 SugarCRM Inc. All rights reserved.

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©2010 SugarCRM Inc. All rights reserved.

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©2010 SugarCRM Inc. All rights reserved.

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©2010 SugarCRM Inc. All rights reserved.

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Really…These Are Your Father’s CRM

©2010 SugarCRM Inc. All rights reserved.

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CRM Made Simple

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Key Customer Benefits

Flexible Intuitive Open

Brings YOU a simplified UI

Works the way YOU work

Integrates with YOUR environment

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Global, Mobile, Social

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Just Like These New Media Sites

04/11/2023 ©2010 SugarCRM Inc. All rights reserved. 15

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I Want To Sell These Yellow Electric Scooters

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To Mark Hinkle at Cloud.com

04/11/2023 ©2011 SugarCRM Inc. All rights reserved. 17

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CRM of the Past

04/11/2023 18©2011 SugarCRM Inc. All rights reserved.

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CRM of the Future … Here Today

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Yellow Electric Scooter Opportunity

04/11/2023 ©2011 SugarCRM Inc. All rights reserved. 20

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SugarCRM = Social CRM

04/11/2023 21©2011 SugarCRM Inc. All rights reserved.

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LinkedIn

04/11/2023 22©2011 SugarCRM Inc. All rights reserved.

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Twitter

04/11/2023 23©2011 SugarCRM Inc. All rights reserved.

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Blog

04/11/2023 24©2011 SugarCRM Inc. All rights reserved.

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Social Profile / Sales Intelligence

04/11/2023 25©2011 SugarCRM Inc. All rights reserved.

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Email

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Document Sharing

04/11/2023 27©2011 SugarCRM Inc. All rights reserved.

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Online Meetings

04/11/2023 28©2011 SugarCRM Inc. All rights reserved.

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How Do You Do That?

04/11/2023 29©2011 SugarCRM Inc. All rights reserved.

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Cloud Connectors

04/11/2023 ©2011 SugarCRM Inc. All rights reserved. 30

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External Accounts

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Studio Configuration

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Studio Configuration: Contacts

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Studio Configuration: Contacts, Fields

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Studio Configuration: Contacts, Custom Field

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Studio Configuration: Contacts

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Studio Configuration: Layouts

04/11/2023 ©2011 SugarCRM Inc. All rights reserved. 37

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Studio Configuration: Edit View

04/11/2023 ©2011 SugarCRM Inc. All rights reserved. 38

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Configuration Result

04/11/2023 39©2011 SugarCRM Inc. All rights reserved.

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Possibilities Are Endless, All You Need Are

04/11/2023 ©2011 SugarCRM Inc. All rights reserved. 40

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Cloud Connectors, Studio, APIs, Imagination

04/11/2023 ©2011 SugarCRM Inc. All rights reserved. 41

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The Future of Business is Open

04/11/2023 42©2010 SugarCRM Inc. All rights reserved.

Collaboration Social

CloudMobile

SugarCRMOpen Platform

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04/11/202343©2011 SugarCRM Inc. All rights reserved.


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