Archives For SugarCRM

We’re excited to announce TOM. The Sale Closer. as the August 2013 SugarOutfitters App of the Month. TOM is a unique iPad app that uses advanced Constraint Management methods to help you to close your sales opportunities from SugarCRM in the most effective way. Join us for a live demo August 21st on the next Sugar Community Webinar.

Name, title and brief bio?

Simon is director of TOMfor BV and Partner & co-founder of BPI-Group BV.

BPI-Group BV is a management-consulting group specialized in strategy development and program management for complex (client related) business environments for Industry, ICT, Healthcare and Pharma. TOMfor BV is developer of the TOM APP combining the experience, processes and know-how of many years of sales and sales process engineering in software tools for all customer related processes. Simon is specialized in Sales and Business Management, process engineering based on TOC, LEAN and SixSigma.

When you designed and built this app, what problems were you looking to solve for SugarCRM users and how does TOM solve those problems?

We have seen that many Sales People have problems focusing on and eliminating the most important constraints in their sales campaigns. A lot of time is spent on issues, which are less important and at the end a major constraint is blocking their deal. A waste of precious sales effort and time, which cannot be spent on attractive business one can win.

This is why we created TOM. Our sales APPs combine professional Opportunity Management with TOC (Theory of Constraints from Dr Eli Goldratt, author of the Goal). They support Sales to identify and eliminate their sales Constraints. We implemented that in such a way that Sales and Business Managers get a view on their most frequent opportunity constraints. We help Sales focusing on winning their business and give management access to real time information to analyze the Constraints and eliminate the Root-Cause. This will add substantial value for both Sales and Business Management.

What unique or interesting ways does TOM make it easy for users to use?

We believe that CRM is necessary but not sufficient for a company to be successful in the future. CRM provides critical data for executives to manage their business. But Sales, one of the most important sources of this information doesn’t get much value from their CRM systems. Our objective is to add value to Sales make them benefit from and use CRM. We want to make it as easy as possible for sales to reach their goal, which means “Meet or exceed their sales target”. TOM will help sales with constraint based opportunity management navigating to the order and provides Executives with information they need to have to support sales in closing the most attractive business deals. This is why we believe TOM creates a breakthrough is Sales and Business management.

What attracted you to being a part of the SugarCRM ecosystem?

I’ve worked most of my corporate career for Hewlett-Packard in the period that HP endorsed open systems and focused on partners for creating value for customers. SugarCRM being an Open Source company does have the same philosophy and is easy to get access to. Beside that SugarCRM is one of the fastest growing companies with a large installed base.

For someone who wants to create their own SugarCRM apps, what resources would you recommend that helped you?

My recommendation would be to work with SugarCRM regional management and the SugarCRM partners and position the APP in line with the SugarCRM strategy to leverage on their marketing and messaging. In our case we did focus on adding value to the SugarCRM user by providing them with the necessary opportunity management and tracking tools.

What is your vision for TOM? What can we expect to see in the future?

We introduced the first version of TOM. We are planning to add extensions for Key Account Management and Product & Program Management in the near future.

Want to learn more?

Check out TOM. The Sale Closer. Available at a special discounted price for SugarCRM users at SugarOutfitters.

Larry Augustin

SugarCRM has been named a Visionary in the 2013 Magic Quadrant for Sales Force Automation published by Gartner(1). SugarCRM was recognized as a visionary software provider based on Gartner’s criteria, which notes that visionary companies “anticipate emerging/changing sales needs, and move the market ahead into areas where it hasn’t yet been.” (2).

We’re disrupting the CRM market, and we’re honored that Gartner has recognized us for our view of how CRM needs to change.

Sugar builds CRM that helps the customer-facing professional do their job better.  We turn our users into customer experts.  We focus on the real constituents of CRM: the individual customer and the individual user.  We help users do their job when engaging with customers.  We help the seller sell.

Historically, CRM has focused on the needs of management.  What did our sales people do today? How many meetings have they had?  How many calls did they make?  What is their forecast?  While answering those questions is important to management, those questions don’t help the seller do their job.

Our focus is on helping the seller sell, rather than enter data and forecast updates after the deal has happened. Sugar strips away the irrelevant data entry layers and user controls that impede sales productivity and ultimately CRM adoption.

Because we remain laser focused on delivering innovative solutions for the individual user first and what they need to do their job, we not only raise the bar on sales productivity, we also deliver real value to our customers. Sugar offers a price point that allows for the broad-based CRM adoption businesses require, to enable every customer facing professional to successfully engage their customers.

SugarCRM is disrupting the industry, delivering innovation while driving value for our customers.  It’s core to who we are. SugarCRM was one of the first commercial open source applications in the space – empowering organizations to deploy CRM broadly across the customer facing organization at great value and with more control over their CRM initiative. And, Sugar was one of the first CRM products to be available across multiple cloud environments – giving users the ultimate level of choice in deployment. Today, we are developing some of the most innovative, user-focused CRM products available across devices.

Not using Sugar and want visionary CRM for your business? Try SugarCRM for yourself for free.

CRM as a concept has been around for decades. The technology has changed with the times, and we have learned valuablel&l lessons from the successes and failures of past deployments. Today for example, cloud-based and mobile software developments have sped the time to deploy CRM, and lowered the cost to entry. On the user front, more intuitive, user-focused tools have made CRM initiatives increasingly more successful.

But it doesn’t stop there. There are many ways SugarCRM users can benefit from the lessons learned from previous CRM adopters.

Want to learn more about pitfalls to avoid with your CRM initiative? Are you in the SF bay area? Then join SugarCRM and Gold Partner Faye Business Systems for a live lunch-and-learn session at SugarCRM headquarters in Cupertino on Tuesday July 30.

We will talk about some common reasons for CRM failures, and how to avoid them in creating customized, cost-effective CRM your users will love.

We hope you can join us. Register today HERE as space is limited!

GetSatisfaction for SugarCRM is the July 2013 SugarCRM App of the Month. This plugin is about more than simply putting more data into your CRM. It is about integrating these special customer and potential customer interactions into the company’s systems and business processes. See for yourself at the live demo on the SugarCRM Community Webinar on July 17th at 11am EDT. To learn more about the GetSatisfaction SugarCRM plugin, you may contact DRI directly.

Name, title and brief bio?

Mitch Lieberman, Managing Partner DRI, USA

Mitch has successfully helped businesses of all sizes to understand the importance of technology and culture; it is about balance. The focus needs to remain on the problem, appropriate solutions, and getting jobs done. Mitch takes a modern, unique, but practical view of customer strategy, process improvement, and technology optimization achieved by creating tight alignment between business strategy, goals and objectives.

His own personal balance is that of a practical view on today, as well as, a strong belief on where we are headed, and how this applies to many different types of businesses, cultures, and geographies.

When you designed and built this app, what problems were you looking to solve for SugarCRM users and how does the GetSatisfaction plugin solve those problems?

Communities should be used to bridge the gap from social media conversation to digital interactions with a purpose. Today many organizations are trying to figure out how to leverage social conversations and these new connections to deliver a better customer experience. Customer communities are great way to accomplish this goal. As much as we would like to do it, taking the online conversations people are having about your company in Facebook and Twitter and dumping them into a CRM system without a considered process, just does not provide a whole lot of value. As you have learned with forums, your customers really do want to connect with you and while the basics have not changed, customers expect more as does your business.

What unique or interesting ways does the GetSatisfaction plugin make it easy for users to use?

Users do not think about the fact that it is being used, it feels like a natural extension to SugarCRM and the CRM process. Does a user think about the Internet connection when they log into the application? It just works and makes their lives easier. In this case, the user of the plug-in itself is the business and not only does it bridge the gap, technically, among service, sales and marketing it brings the organization to together to discuss more important topics like customer experience and customer satisfaction.

What attracted you to being a part of the SugarCRM ecosystem?

I have been a part of the SugarCRM ecosystem longer than most; I have been part of the system (same login to SugarCRM.com ) for over 9 years. DRI has been a gold partner since 2005. I have taken a few breaks, but I keep coming back!

Are there any other apps you’d like to mention that you have either used or been involved with in the SugarCRM ecosystem?

We are actually seeing a lot of traction, in different regions with Act-On.

For someone who wants to create their own SugarCRM apps, what resources would you recommend that helped you?

Build the business case and bounce that off of business users. Technology is the easy part, once the business case is understood.

What is your vision for the GetSatisfaction plugin? What can we expect to see from DRI in the future?

A customer community allows you to collect and analyze data, derive insights about your customers that will then allow you to provide them with relevant, appropriate information at key points along the journey. Today’s forums, or customer communities, can be strongly linked to social networks in order to maximize insight, streamline campaigns, and drive organizational shift to bring your company into the social age. What you can expect from DRI is to focus on the whole customer experience, not just the sale, not just service, nor marketing – but how all the pieces connect, relate and solve the bigger questions of loyalty and satisfaction.

UPDATED 2013-06-19: Webinar moved to June 25th. Sorry for the inconvenience.

As many of you know, SugarCRM has run the App of the Month program for the past several years. Going forward, sugarcrm-aotm-sugaroutfittersSugarOutfitters and SugarCRM will be working together to feature the best apps every month. We’re really excited to work with SugarCRM on this program as finding the best apps in the SugarCRM ecosystem is already a big part of what we do!

Without further ado, DetectID Cloud for is the June 2013 SugarCRM App of the Month. The DetectID Cloud for SugarCRM helps ensure your SugarCRM SugarCRM data is safe and secure. They will give a live demo at the SugarCRM Community Webinar on June 25th at 11am EDT. To try out DetectID Cloud for SugarCRM, simply start a free trial today.

profile_DI_juneappofmonthYour name, title and brief bio?

Daniel Ingevaldson, CTO of Easy Solutions, Inc. I’m responsible for the overall technology strategy for Easy Solutions.

When you designed and built this app, what problems were you looking to solve for SugarCRM users and how does the DetectID Cloud for SugarCRM solve those problems?

Easy Solutions has been a market-leader in building security and anti-fraud technology for banks and other financial institutions for many years. We have helped our clients protect their systems and account holders from constant and deliberate attacks from highly skilled adversaries. One primary technology that banks rely upon to protect their users is “multi-factor authentication” (MFA), which basically means that users need something beyond a simple password to access their accounts. The use of MFA protects users from simple “phishing” attacks which are designed to trick users into supplying their username and password.

These problems don’t just affect big banks. There were almost 1,500 breaches of customer data publicly reported last year, and probably hundreds more that went unreported. In each of these events, personal information, account names, emails and/or passwords were stolen. Studies show that most users commonly reuse the same password for nearly every web site registration and many users are registered for hundreds. With the constant drumbeat of high-profile breaches, the circulation of hundreds of thousands of usernames and passwords in the online underground and the pervasive problem of extensive password reuse, nearly all cloud-based data is at risk.

Our goal with SugarCRM is to provide enabling technology for easy-to-use MFA for SugarCRM. The same technology that supports our financial services customers has been leveraged to provide SugarCRM users the extra security needed, without the extra hassle. With DetectID Cloud for SugarCRM, even if the user’s password has been stolen, it is not possible to access SugarCRM data.

What unique or interesting ways does your product make it easy for users to use?

DetectID Cloud for SugarCRM supports two types of MFA. The first is “device authentication”, which detects and fingerprints the user’s computer during the first login. After the device is enrolled and associated with a specific user account, every login thereafter will trigger a check to see if the enrolled computer is behind the login. If not, it will not be possible to login. The second approach is called “mobile one-time-password”, or mobile OTP. Mobile OTP allows users to login normally with a username or password and to enter a one-time-password from the Easy Solutions DetectID OTP iPhone or Android app. Mobile OTP turns any mobile device into a second factor. In both cases, if a password is stolen, account access is not allowed without the second factor.

What attracted you to being a part of the SugarCRM ecosystem?

The ecosystem. SugarCRM has a fantastic community of integrators, hosting providers and app developers. SugarCRM customers are attracted to the platform because it gives them the power to tune their instance to their specific requirements. Easy Solutions is interested in providing MFA technology to all enterprise applications because they are all equally vulnerable to these basic attack types.

What is your vision for DetectID Cloud for SugarCRM? What can we expect to see from DetectID in the future?

DetectID Cloud is built upon robust enterprise-class technology that supports authentication for millions of online users. Our vision for DetectID Cloud is to continue to expand the capabilities of the solution to provide customers with additional types of MFA and additional flexibility to deploy the right combination and security and convenience that is right for their users.

We’re bringing the top Sugar highlights from the Twitterverse right here to the Sugar blog every Friday. Hear what Sugar fans tweeted this week! For more, join the conversation and follow us @sugarcrm

Harmen Baas tweeted, “Nu presentatie van Sugar7 door @sugarclint op CRM Acceleration 2013! #BrixCRM #SugarCRM pic.twitter.com/TK6LETwVTz”
https://twitter.com/HarmenBaas/status/340113475839868929

Mike Gee tweeted, “Just received my @SugarCRM Pre-Sales Engineer and Implementation Consultant certificates. I’m now qualified!”
https://twitter.com/EnableITmike/status/340433103942201344

Endeavor CPQ tweeted, “BIG HONOR! Congrats 2 our partners @SugarCRM RT @jmertic: SugarCRM Wins ISM 2013 Top 15 CRM Software Award… http://fb.me/Vw0EABjp
https://twitter.com/endeavortweets/status/339476813153710080

Jordan Moss tweeted, “@sugarclint I love this show almost as much as I love @sugarcrm! :) @AtcoreSystems #AllThingsAtcore”
https://twitter.com/jordanmoss_13/status/339376923031519232
(Regarding Shipping Wars, A&E’s hit reality tv show which uses Sugar’s customer uShip as its shipping marketplace)

Have a Sweet Friday!

Best,
Anshu Agarwal
VP of Marketing

We rolled out our new messaging platform back at SugarCon this year, with the “Every Customer, Every User, Every Time” message ringing loud and clear as a call to the CRM world. It’s pretty clear message, especially with end-users who have had to fight against the fails of technology for years and years. But how does this same question resonate in developer circles? Are they too far abstracted away from the user for the message to add value?

I had the privilege of being at the php|tek 2013 conference in Chicago two weeks ago, which is one of the prominent gatherings of the PHP community that we’ve sponsored for the last three years, and heard a great keynote from Andrew Nacin. As lead developer of the WordPress web publishing platform which is being used by millons of people worldwide, he’s observed front and center the challenges of building a self-hosted tool that needs to be as easy as possible to get up and running. There were some great themes that came up…

It speaks loud and clear to the developer world; making users fight against your application, especially in the first experiences the user has with it, is detrimental to adoption. Making the user need to go thru multiple confusing steps to get it up and running, having to install all sort of dependencies, or even needing to do non-trivial maintenance on the application, is way out of their realm; they don’t want to have to learn the internals of an application to be a successful user of it.

For example, telling every user that you need to be using the latest build of Chrome is a requirement, but that doesn’t help the user that is locked by corporate policy into using IE. Or saying that you need to install some specific library in order to install your application, which locks out the person trying to get it up and going on a shared host that doesn’t allow that. Dictating terms like that draws a clear line in the sand, which immediately ostracizes folks who don’t care about these details and just want “something that works”.

Where’s the lesson here? While trying to use the latest whiz-bang-hip thing is great, in the end if it’s not making a tangible different to your user then it doesn’t matter. Users want abstracted from technology, not having to be experts in it. Write every line of code with this thought in mind “Am I helping my user be productive and get the task done, every time?”.