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From the very beginning with Sugar 1.0 eight years ago, we have always designed the Sugar app first and foremost for the end users of the application. Simply put, the Sugar app needs to help our users get their job done.  From working with customers to monitoring key performance metrics, the purpose of Sugar is to help companies make the connections that matter.

“Users first” is our primary design focus because CRM applications have a long history of failed implementations due to a lack of adoption by the end users. Why is this? Because legacy CRM applications like Siebel and Salesforce.com have been traditionally designed for the buyer first, i.e.  management. We think this is the wrong approach and has led to frustrated users.  Our first design use case is around a customer representative getting ready to contact a customer and needing to prepare for the call, meeting or tweet. By ensuring the Sugar application is highly useful and useable for their end users,  managers can then rely on the forecast, pipeline and issue resolution insight coming out of their Sugar application.

Sugar 6.5 User Experience
Brand New UISugar 6.5 became GA (generally available) last week for all of our customers and partners.  As the latest update to Sugar 6, the 6.5 release brings a continued focus on updating the Sugar user experience.  The Sugar 6.5 release brings us three major improvements in this area:

  1. Fresh Look w/ New Navigation Bar
  2. Fast and Simple Search
  3. Sub-Second Screens with More AJAX

But frankly this is just the beginning.  This past year has been an exciting one as we have planned out a series of updates to the Sugar UX over the next several releases.  Many of our customers and partners had the opportunity to meet our UX team at SugarCon 2012 and get to know Wes Moran and Omair Ali.  These two guys are currently leading a major redesign of the Sugar user experience and the 6.5 release is the first release where their latest and greatest ideas have started to really take shape.  If you had the chance to participate in the SugarCon UX Lab, you will have seen the exciting direction we are going with Sugar in the future.

One of the things I am most excited about is the fanatic focus on user-centered design that these guys have brought to Sugar.  Wes and Omair are reaching out to the Sugar Community and engaging key stakeholders in a dialogue about “who are the users of Sugar?”, “what are their expectations and requirements?”, “how can they be more productive?”.  These interviews are then translated into a series of interactive prototypes that then guide our developers through the development process.  With the 6.5 release, this design/build process really kicked into gear.

Meet Omair
Sugar 6.5 brought one of the first major contributions from our new lead Interaction Designer at SugarCRM, Omair Ali.  Omair joined us last fall and took on the redesign of the Sugar Navigation Bar as his first major project.

Here are Omair’s thoughts about this project:

After some initial observations of users late last year, one common usability issue kept repeating itself: too much scrolling. Our usability labs found our users constantly scrolling to find relevant data. Prime real-estate was not being used in the best possible way.

Learning from these observations, we focused first on the navigation bar. A prime strip of screen real estate was given to the quick create icons, but rarely utilized. Users had to traverse across two separate navigation bars and lost even more precious screen real estate.  This was the first thing I wanted to change (and get right). The navigation bar is the most crucial element in working in any application. It shouldn’t be a task or take months to master!

Since Facebook, Google, LinkedIn, etc were impacting so much of our users’ perceptions on how an interface functions, I had to take this into consideration when coming up with a design solution for the updated 6.5 Navigation. The goal was to combine three navigation bars into one.

By introducing layered menus, we were able to trim 3 inches of fat from the top. The end result was a much more lean, functional navigation bar. 100% of our UX survey (54 partners and customers) preferred the 6.5 bar compared to the previous one. The new navigation bar also enabled primary functions to stay in focus even when scrolling on a long page.

Search and Faster Screens Round off the Release

In addition, an entirely new Search engine has been introduced in Sugar 6.5 built on the Lucene open source project.  This new full text search capability will deliver even more accurate searches that can scan across more data than ever before.  Simplifying search will make your users happier than ever with their Sugar.

And of course, the performance improvements made in Sugar 6.5 will put a smile on every user’s face.  With performance optimizations at both the UI and database layers, 6.5 is fast, fast, fast.

We are excited to bring you all of these exciting improvements and more in the Sugar 6.5 release.  Watch the Sugar 6.5 Demo and see what Sugar can do for you today.

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.

I arrived in Mexico to do a training last week and checked into the hotel just before sundown. Ordinarily this wouldn’t be a problem, but it appeared that all but two of the light bulbs in my room were burnt out, and neither of the functioning fixtures resided in the bathroom. Having severely underestimated the English fluency of Mexico City, instead of trying to invent a gesticulation for light bulb, I attempted to resolve this myself. Luckily for me no one nailed down the desk lamp, and, much to my delight, the outlet in the bathroom produced power. I deemed this solution “good enough” for three days and went to dinner. Following some sarcastic remark on my part, the new guy, of all people, admitted he thought his lights were broken too, but he called the front desk who clued him into this secret magic slot in which you place your key to release the power to the lights. This particularly amused me because I sized up this mysterious 80s car pullout ashtray looking slot thing for a solid two minutes, and dismissed it after I determined it wasn’t going to budge and was most certainly not a button!

This “damn I’m a stubborn idiot” moment made me wonder how many customer have a similar experience when trialing software. You see, my lamp relocation initiative did illuminate the important spaces in my room, and while a little unconventional, it got the job done. But if I wasn’t one of those people that snarkily remarks about random things all the time, I would have left this trip with an unjustified negative opinion on my accommodations. Considering the different approaches in play: asking for help vs. figuring it out yourself, where both parties would answer “yes” when asked if they can see in their room, how do you decipher the truly successful from the apathetic achievers?

In my experience people will deliver the polite response the first two times you inquire. Unveiling the truth requires you look past this empathy driven auto-reply and dig into the three levels of “really?”. No one wants to burden you with their baggage, but if you poke hard enough that phrase at the tip of their tongue will slip out. It might go something like:

How’s your room? “Fine”

So, everything okay? “Yup”

What do you think of the hotel? “Well I think they should seriously consider investing in light bulbs!!”

… and voila, an adaptation of the three levels of “why?” proves useful once again.

So this week, try to identify flailing customers before they drown. Use pointed questions to help better understand how they use the application today; not only will you then improve your appreciation for their needs and how Sugar may address them, but you’ll poise yourself to politely snatch away the shovel before they dig themselves an inescapable ditch.

Great news for SugarCRM from Down Under.

iTnews, Australia’s leading source of enterprise IT and telecoms news, just published ‘Which Clouds Play Nice‘, a 44-page technical study of the integration and extension options offered by the largest 20 software-as-a-service vendors serving the Australian enterprise market.  Brett Winterford, editor of iTnews, writes that this “groundbreaking study asks a series of essential questions for any organisation considering adoption of cloud solutions offered by Atlassian, Financial Force, Google, IBM/Lotus, Microsoft, MYOB, NetSuite, Oracle, Paycycle, Quicken, RightNow, Saasu, Salesforce.com, SuccessFactors, SugarCRM, Taleo and Xero.  Namely:

  1. Can I get my data in and out freely?
  2. Does it integrate natively with other systems?
  3. What third-party integrations are available?
  4. Can I write code to integrate with it?”

The ‘Which Clouds Play Nice‘ analysis has a wealth of information and is a must read for any IT decision maker, anywhere in the world, looking at implementing cloud services and more specifically cloud-based CRM services.  We were humbled and pleased to learn that SugarCRM came out on top of the CRM Scorecard, when compared to salesforce, Oracle on Demand, Microsoft Dynamics, RightNow and NetSuite.

You can download this exclusive research from the iTnews portal here.

By Andy Monshaw, General Manager, IBM Midmarket

Customer is king. Seems like a simple premise, but for most businesses, managing customer relationships is a means to an end – a way to reduce costs while increasing profitability. Customer Relationship Management, or CRM, allows businesses to solidify customer satisfaction, loyalty, and advocacy. Today’s challenge is how fast the right information can be put into the hands of those who need to know and know right now.

Today, cloud computing is creating new business opportunities in the world of CRM.  In fact, AMI Partners forecasts that in the U.S. alone, the SMB Cloud CRM market is set to triple by 2015.  Additionally, the global CRM applications market is expected to continue on this trajectory in 2011 with revenue approaching $18 billion on 7.6 percent year-over-year growth.

Through IBM SmartCloud, SugarCRM is making CRM on the cloud a reality for businesses of all sizes so clients can readily take advantage of these advanced capabilities in a matter of minutes and bring new efficiencies into their businesses.

True CRM brings together information from numerous data sources to give one, holistic view of customers. Also, methods for reaching customers are changing as social media channels are becoming more widely used by consumers. With the emergence of social business, consumers are empowered in more ways than ever before to access information that helps them make informed decisions on the products and services they choose to buy. As a result, organizations are rethinking the way they approach CRM and looking to the cloud to gain faster access to sales reports and data, as well as analytical tools to evaluate sales performance that would help deliver better consumer insight.

For any business looking to improve its customer relationship management, implementing a CRM system through the cloud is both efficient and cost effective. A CRM running in the cloud helps a company track data, such as orders, discounts, references, competitors and much more, without having to worry about any potential limitations of the underlying technology. The sky’s the limit!

Today’s small and medium-sized businesses are looking to the cloud to find answers about their customers. CRM running in the cloud makes it that much easier because at the end of the day, clients want innovative yet affordable technologies to make their business hum.

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.

It wasn’t until college that I realized I, in fact, had an accent. Turns out, like most Chicagoans, I tend to pronounce my A’s as in the word “at” even when the preferred pronunciation called for a softer a-sound. Listening to all the different dialects of the English language really made me realize how much I took some Midwestern-isms for granted. How confusing it must have been for all the international folks trying to discern why I kept dangling prepositions when I’d ask if they “want to come with?” During my recent trip to Jamaica, however, I got a taste of what it’s like on the receiving end of grammatically questionable verbiage. Patois is an English-lexified creole language with West African influences spoken primarily in Jamaica. If you aren’t familiar, patios sounds like what would happen if the micro-machine man read your kids text messages word for word… with a Jamaican accent; it’s certainly English, yet remarkably difficult to understand.

All this variety in English vernacular left me pondering: Is there more value in a language pack than we might give credit? And for that matter, how often do companies with international markets run into roadblocks with their software because it can’t support the necessary character sets?

Most of us sell primarily in one or two languages, to companies with offices using a single linguistic footprint, but how often do those same offices employ some foreign staffers? Would allowing employees to navigate Sugar in their native language save them money on training and increase the overall productivity of their staff? I’d say so!

Now I’m not suggesting you further complicate your discovery process with a deep inquiry into the heritage of each of the prospective users, but with 6.1 entering the spotlight it might be time to give language packs another look. So this week if you have cause to believe Sugar’s teed up for use in a bilingual office point out the value added by our internationalization efforts.

We’ve all received an email or document from someone that contained characters, or encoding, or some other bizarre excuse Windows assigned to why we couldn’t open it properly, and these kinds of road blocks throw a wrench in your productivity. Even if your prospects don’t see the need today, they can certainly relate to the time-suck that accompanies restrictive regional software. Remind them that should their business one day expand internationally or even inter-culturally, Sugar will accommodate their CRM needs and grow with them every step of the way.