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Today at JasperWorld in San Francisco, SugarCRM and Jaspersoft are announcing an enhanced alliance that will help bring even greater business intelligence (BI) solutions to our customers around the world.

From a technology perspective, this makes a lot of sense. CRM data is some of the most critical information in any enterprise. Adding the ability to perform even deeper analysis of CRM data, and to couple that data with other business data – is a no-brainer in terms of the insight and predictability it can give a business.

But I think it is important to note how well SugarCRM and Jaspersoft are aligned in terms of how we see the business technology world evolving. I had the chance to listen to Jaspersoft CEP Brian Gentile this morning as he kicked off the JasperWorld 2011 conference. Brian outlined four basic tenets of how technology solutions at the top of the stack are evolving. He noted that modern business tools need to have the following attributes (I am paraphrasing here):

  • Ubiquitous Access
  • A Pleasing, Simple User Experience
  • Powerful Customization
  • User-Generated Collaboration

When I heard this, all of the work we put in to enhancing our partnership made even more sense. While SugarCRM is focusing on the sales, marketing, support etc. side of business users and Jaspersoft focuses on the more generic data analysis side of things – we could not be in deeper agreement or more aligned in our vision.

First off, when it comes to ubiquitous access – Sugar is all over that. With the iPhone app and upcoming tools for other mobile platforms, it is now easier to access CRM data and analysis anytime, anywhere.

I think the amazing work the Sugar engineering team put into making Sugar 6 the most intuitive and modern user interface on the market speaks volumes about the importance we place on user experience.

Also, when it comes to powerful yet simple customization and personalization – no other CRM tool comes close to matching Sugar. From powerful yet simple UI changes, to building custom purpose-built applications with Module Builder and Sugar logic – there is no better platform for application customization than Sugar.

Finally, user-generated collaboration can mean a lot of things. Sugar has worked hard to foster a collaborative environment for our users. Between the Sugar feeds, integrations with web 2.0 tools like Box.net Twitter and LinkedIn, and our new IBM Lotus Live integration that powers online meetings and real-time document sharing, Sugar users can collaborate internally and externally in ways no other CRM can accommodate.

It is great to see that there are technology providers out there that really “get it” when it comes to the knowledge worker of tomorrow. For a generation that grew up online, the tools they use at work need to be powerful yet intuitive, connected and collaborative. We are proud to be able to offer not only that ability in Sugar but also in combined solutions with some great partners.

For people marketing some CRM tools, the job is easy. Well, easier, because most of the established CRM tools were purpose built around what we thought it meant to empower sales, marketing and support agents.

In a lot of ways, this made sense. We tried to hit as many business needs out of the box, and the rest was up to expensive consulting engagements and professional services projects to make a reality.

This is, pardon my French, a really crappy way of building software.

Here at SugarCRM, we have learned from the past mistakes of the application software industry in a lot of ways. Instead of playing “feature wars” with our competitors and thus overwhelming users with a ton of bells and whistles they may (or may not) really need – we are instead creating a highly intuitive platform for building applications they way YOU want to.

This is, really, a fundamental change. Out of the box software was very feature-driven in the past. Now, we want to give businesses tools to easily and quickly morph a blank canvas into a masterpiece of automation and information for their users.

I was reminded of this vision by a great example of how Sugar can be used for virtually anything. Barrett Powell uses Sugar to manage his Real Estate business – not his sales agents or contact center reps. Powell has flexed the Sugar platform to meet his unique processes, and integrated data and features from other systems, creating a very specialized deployment of Sugar that fits his needs perfectly.

For some users, straight SFA features will be perfect. For others, taking the tools we provide and quickly creating a new interaction platform is what makes sense. The best part is that regardless of the project – Sugar offers real value and benefits for the most simple, to the most sophisticated application deployment.

Does Santa Use SugarCRM?

Jan Sysmans —  December 20, 2010 — Leave a comment

I just wanted to share a little Sugar-themed holiday fun from our UK partner EnableIT.  This came from a listing on the SugarCRM LinkedIN group. I’ve also added a few of my own…

Signs that Santa Claus might be using SugarCRM:

  • Every year, without fail, he knows which leads to follow up, based on a selection criteria of naughty or nice.
  • His scheduling calendar ensures that he meets ALL his appointments on time and can plan the most efficient route based on those appointments.
  • His marketing schedule is bang on, meaning he doesn’t needlessly waste money out of season promoting services and products that won’t be taken up.
  • He has built up such a loyal customer base that THEY actually contact HIM well ahead of their deadlines to let him know what they want, to ensure he can get it rolled out on time.
  • Although he is meeting tight deadlines, his marketing methods are such that he can still find time to go out canvassing for new customers in shopping centres and other target areas.
  • He has streamlined the “letters to Santa” concept with fast, simple web-to-lead forms in Sugar.
  • He can check “Naughty or Nice” status of key contacts in real time, any time and anywhere using Sugar Mobile on his iPhone.

Would love to hear some of your own!

Santa Logs in to Sugar Pro to check real time updates to his Naughty/Nice Dashboard

Editor’s Note: The Sapient Salesman began as a series of internally-focused sales coaching pieces written by SugarCRM team member Erin Fetsko. While initially focused on “selling Sugar,” Erin’s advice and wisdom have proven useful to Sugar partners, and well, anyone in the business of sales. Thus, we are happy to add her insight to the Sugar corporate blog. You can read all of Erin’s musings at The Sapient Salesman.

Remember the days when you vehemently opposed getting a smart phone? You hated how your husband couldn’t seem to leave it alone for a entire meal and you vowed to forgo the hyper-connectivity in favor of actual human interaction. Remember teasing everyone about how their blackberry was simply too big for your dainty pockets? Going on to preach how the last thing you need is to give your mom another reason to criticize your purse-free lifestyle. And really, who needs that much access anyway? You’re online all day, when you’re out, it’s because you need to put the Internet down!

… okay, maybe that was just me …

Well, 11 days ago I caved and got a smart phone and I’ll begrudgingly admit, I’m hooked. But not for the perpetual email access and reliable phone call reasons you might think. I’ve come to realize that despite their functionality border-lining on excessive, these phones aren’t themselves evil.

Okay, DUH! But many people have the same stick-in-the-mud attitude toward software. Even I, who generally advocates loudly for the excessive use of technology, found myself irrationally, passionately, cynically advocating for the status quo.

As technical salespeople, we too soon forget how scary change can be, but as they say: with great risk comes great reward. When you find yourself up against a prospect whose breezed thru the sales cycle, the guy who saw the demo – loved it, understands the value prop , and has the budget to buy, only to find them suddenly coming up with wildly off the wall objections at contract time, remember they might just be afraid to change. As soon as they sign, they get to start realizing all the great benefits you’ve promised and maybe they just aren’t ready to be home every day for dinner. Who knows “the wife” might be a sub par chef.

Remind them of the last time they took a technological leap that seemed excessive or risky or one that forced them to break a bad habit, and ask them if they would ever go back to the old way. You don’t see VCRs, answering machines or phone books  giving DVRs, voicemail and Facebook a run for their money anymore. So why should Rolodexes, spreadsheets and Post-it notes continue to blockade your prospects road to CRM success?

In fact, less than a week after seeing the shiny new world the flashlight app on my Droid illuminated, I’ve already talked my never-had-a-text-plan-in-her-life mother into getting one too. So I guess the moral of the story this week is: I’m a hypocrite. (Just kidding.) Seriously tho, you may find that once your most stubborn prospects allow themselves to try Sugar, they won’t only improve their own processes (and your bottom line), they just might turn into your biggest advocates.

Two of the biggest trends in CRM over the past couple of years have been mobile access and the addition of social media channels. While these technology trends were developing, more and more small and midsize companies around the world were discovering that thanks to open source and the cloud – they could now afford to add the benefits of CRM to their businesses.

Now, all of these technology and business trends are converging in the latest release of Sugar 6. The latest and greatest from the people that pioneered “CRM Made Simple” are at it again, this time adding Global, Mobile and Social capabilities to Sugar 6.

On the global front, 13 new language packs make it easier than ever for companies around the world to get up and running quickly with a best in class CRM system. Sugar will continue to add these fully supported language and currency translations – which no longer require downloading and installing or updating. Just select your language and currency from the drop down list at startup – and you’re good to go!

More and more workers are looking to gain access to data and do their jobs more effectively while away from the office. SugarCRM has answered this call with a new Sugar Mobile application for the iPhone. This native application captures the sleek look and feel of iPhone resident applications, and is fully integrated with the iPhone features. This means you can click to call, and log that call in Sugar in seconds. Click on an address to jump to the google map of that location. With Sugar Mobile – all of your data and connections are just a click away at all times.

Social media is a hot topic, and adding social channels to your CRM system can give you an edge in the market. With the latest edition of Sugar 6, you can quickly check the Twitter streams of contacts and accounts with the new Twitter Connector. And a new integration with social collaboration vendor Qontext makes it easier to collaborate in real time with co-workers and customers in a cool new social media friendly manner.

So there you have it – new Global, Mobile and Social tools – right inside the most intuitive, flexible and open CRM system on the planet.

Check out these new features for yourself by grabbing your own Free Trial of Sugar 6 today.

It is a common scenario – you have hours to kill on a cross-country flight. it is the perfect time to update and view some iof your most pressing opportunities, contacts and accounts in your CRM system. There’s just one problem – the plane has no wifi, and you are using an on-demand version of SugarCRM.

The issue of excellent, customized mobile and offline access has been solved by SugarCRM partner RhoLogic (a division of Logic Appeal) has developed its new RhoLogic Mobile for Sugar – a cross-platform mobile CRM extension that offers users offline access to their SugarCRM data.

The RhoLogic product works in a cloud-based manner. This means that users do not need to worry about running the technology on any hardware apart from the devices themselves. For now, RhoLogic for Sugar is available at the AppStore for iPhones and at the Android Apps Marketplace. Again, this is a cross platform tool – so firms do not have to decide on only one device for all users in order to power a company-wide mobile CRM strategy.

The offline access through the Sync server is really cool. It uses a lite local database to maintain a large data set on the use’s’ device – but does not take forever to load up. Not yet enjoying the power of Sugar 6?  That’s OK – as the RhoLogic for Sugar works with Sugar 5.5 as well.

To boot, users of Sugar’s existing Mobile Studio capabilities to streamline or customize mobile views into Sugar already know how to use RhoLogic for Sugar. The tool uses the same interface – and all Mobile Studio commands are replicated through RhoLogic – so users can quickly, easily and instantly crate and deploy mobile customizations to their Sugar deployment.

The product is available today – check out the RhoLogic web site for more info.