Archives For sugarcon

Chrysler buildingDawn glides across Manhattan. The sky lightens as it tips across the cathedral towers of glass and steel and dips into the concrete canyons below. The trucks start to move as the darkness lets up, the cabs begin their shuffle from door to door and the hum that is humanity is about to pour forth on New York’s soon-to-be-teeming streets. It’s Monday in the Big Apple.

Good morning SugarCon 2013!

ballroomIn the quiet halls, salons and ballroom of the Waldorf-Astoria, Sugas and SugarCRM executives are moving about, setting the final touches on what they have been waiting for all year: to meet our customers, partners and prospects face-to-face and engage with the media and the industry analysts for a rousing interlude about creating great customer experiences and long-lasting relationships between people and the companies with whom they choose to do business. Every User. Every Customer. Every Time.

expo floorStay tuned here as we bring you the news and the buzz straight from the floor of this year’s exciting SugarCon. Follow us on Twitter @SugarCRM #SugarCon as we share the insights and talk of the show from the attendees themselves. It’s going to be a great day. Let’s get this party started!

–Jay Mejia, Director of Communications, SugarCRM

Editor’s Note: As we get closer to SugarCon, we wanted to introduce all of the contestants to this year’s App Throwdown, sponsored by SugarOutfitters. Over the next 2 weeks, we’ll have interviews from each of them on what they are showing for the Throwdown, helping you learn a bit more about it.

Bio ( Yours and the Organization you are representing ):

Jeff Bickart provides the architectural, technical direction and delivery for the solutions being developed for NEPO Systems. Prior to joining NEPO, Mr. Bickart was the Director of the Advanced Technology Group for TerreStar Networks, Inc., providing advanced application prototypes and proof of concepts for their services. His responsibilities included the Web 2.0 software development both for browser based solutions and mobile solutions. Mr. Bickart previously was the Director of Engineering for Visitar, Inc., a provider of SugarCRM and telecommunications solutions hosted in a SaaS environment. He has also held various engineering positions with Sun Microsystems. Mr. Bickart holds a B.S. in computer science from the University of Pittsburgh and an M.B.A. from George Mason University. You can read his blog at sugarcrm-dev.blogspot.com

NEPO Systems is a SugarCRM Gold Partner that provides premium hosting, support and module development for SugarCRM. Supporting commercial and Federal clients across the globe, NEPO Systems helps our customers with strategic Sugar consultation, implementation and maintenance that are aligned with the unique requirements and business objectives of each of our clients. We deliver high-quality, integrated solutions for traditional Sales Force Automation, Marketing Automation and Customer Support, as well as a variety of custom solutions utilizing the powerful SugarCRM framework.

What are you presenting at the App Throwdown?

Based on an initial client request, NEPO developed an integration with a popular SaaS time tracking application (Harvest), which has since been deployed in multiple Sugar instances (including our own). This simple, yet powerful integration can help professional service organizations more effectively track their employees time, manage billing and ensure that contractual obligations and SLA’s are being met. Our demonstration will show how companies can keep track of an employee’s time and generate invoices for their customers without ever leaving the Sugar environment.

What about your application do you feel brings something unique or different to the Sugar ecosystem?

Our application isn’t designed to demonstrate a specific uniqueness in its function, but rather to show off the flexibility and ease of the Sugar framework and the power of a real business application. This integration was developed within a couple days time and demonstrates the power that can be obtained by integrating two cloud-based applications.  This application is a powerful tool whose business is to provide professional services to its customers by helping companies to better manage time, costs, service contracts & SLA’s and billing, all directly from within Sugar.

What is the biggest takeaway you hope the audience takes away from your presentation?

The takeaway should be twofold. First, that companies who manage professional services organizations and need the ability to more effectively manage their employees time (for whatever reason), recognize that there is a best-of-breed integration that exists in the market today. And second, that Sugar should be viewed as a flexible platform that can be leveraged well-beyond the traditional CRM functions (e.g., “this is not your fathers CRM”).

What is the most exciting aspect of being a part of the Sugar App Throwdown?

We believe that this is a great venue for showcasing what a powerful tool SugarCRM can be for all different types of companies and users. Hopefully these brief 3-minute “demos” will help other Sugar users spark some creativity on how of how they can improve their own business processes and more deeply embed Sugar within their organizations.

Looking at the other App Throwdown submissions, which one looks the most interesting and why?

We are looking forward seeing the Callinize application and its direct integration into a smartphone is a killer concept.

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Going to SugarCon next week? We hope you’re as excited as we are and ready to share your experiences on Twitter! Tweet about the conference with the #SugarCon hashtag and you’ll be entered to win an iPad mini, sponsored by Sugar partner and Social Analytics leader, NextPrinciples.

Guidelines to enter:

  • Follow @sugarcrm and @nextprinciples on Twitter
  • Tweet about SugarCon using the event hashtag #SugarCon
  • Must be physically present at the conference
  • Contest begins Tuesday, April 9th and ends Wednesday, April 10th at 4:30pm
  • NextPrinciples and SugarCRM employees are not eligible to participate

The iPad mini will be awarded to a contest participant with the highest “Influencer” score, based on the highest volume of tweets and retweets. The winner will be announced during the App Throwdown in the Grand Ballroom on Wednesday, April 10th from 4:30–5:30pm. The prize can be picked up at NextPrinciples’ sponsor booth, #207.

This contest is supported by the powerful social analytics and engagement platform provided by NextPrinciples. Visit nextprinciples.com/sugarcrm to see for yourselves.

Tip: Use our mobile app to tweet by sharing status updates or checking in to events on Twitter! Download the SugarCon mobile app here.

Editor’s Note: As we get closer to SugarCon, we wanted to introduce all of the contestants to this year’s App Throwdown, sponsored by SugarOutfitters. Over the next 2 weeks, we’ll have interviews from each of them on what they are showing for the Throwdown, helping you learn a bit more about it.

Bio ( Yours and the Organization you are representing ):

Blake Robertson is an avid member of the SugarCRM Developer community.   Blake Robertson started developing SugarCRM addons for the needs of his company Alertus Technologies for which Blake is the CTO and cofounder.  When he’s not developing next generation mass notification hardware/software, he enjoys working on open source projects. Most notably, he maintains YAAI an open source telephony integration between SugarCRM and Asterisk. Blake presented YAAI at the 2012 SugarCon AppThrowdown.  Since then, it’s become SugarCRM’s most widely deployed Telephony integration.

Callinize integrates your phone system and your CRM revolutionizing the way you’ll make and take calls.  Know exactly who’s calling before you pick up the phone.  Make calls without typing in digits and leave call notes without having to first search for the contact.  Where most CTI solutions are designed for Call Centers, Callinize is designed for SMBs.  Features such as our google chat inspired call note taker and smartphone apps bring the power of a call center to everyone..

What are you presenting at the App Throwdown?

I’m going to be presenting the most exciting and novel features of Callinize.

How often do you receive a call and have NO idea who it is? We all have. Callinize solves this problem. Callinize is an app that connects to your company’s CRM, pulls important customer information, and displays this information for all incoming calls on your mobile phone. During the call you can launch into our app that displays more actionable information and the ability to save notes.

What about your application do you feel brings something unique or different to the Sugar ecosystem? 

It’s the first CRM Telephony integration which works on a mobile phone.   CRM Telephony integrations have been primarily utilized by “Call Centers” or forward thinking companies that want to improve company productivity.  One of the biggest limitations of traditional telephony integrations is you had to be tethered to your desk / in front of your computer.  People just don’t work that way anymore! We’ve traded being tethered to our desk to being tethered to our mobile phone. Fortunately, the power of a call center now fits in the convenience of your pocket.

What is the biggest takeaway you hope the audience takes away from your presentation?

I hope that next time they get a call on their mobile phone and don’t recognize the number they’ll think of Callinize.  We bring the abundance of information in your CRM to your finger tips wherever you are.

And for those struggling to get CRM adoption throughout their company… if you provide your employees with tools like Callinize which take the chore out of getting information into and out of the system, your adoption will happen much more naturally.

What is the most exciting aspect of being a part of the Sugar App Throwdown?

Last year I presented yaai, the open source telephony integration, which is the foundation of Callinize.  The AppThrowdown really launched yaai’s userbase which in turn has attracted a community of developers from around the world.  Most notably, I met Callinize’s co founder, Patrick Hogan, right after my presentation at sugarcon.  We’ve been working together ever since and we wouldn’t be in this years AppThrowdown if it wasn’t for him. Looking forward to meeting other people to collaborate with and launching Callinize!

Looking at the other App Throwdown submissions, which one looks the most interesting and why?

I’m definitely interested in the harvest integration the campaign improvements!  Campaigns continue to be a pain point in my company.  It’s too hard for a sales person to use.

Editor’s Note: As we get closer to SugarCon, we wanted to introduce all of the contestants to this year’s App Throwdown, sponsored by SugarOutfitters. Over the next 2 weeks, we’ll have interviews from each of them on what they are showing for the Throwdown, helping you learn a bit more about it.

Bio ( Yours and the Organization you are representing ):

Endeavor:  Sugar’s only CPQ (Configure Price Quote) Partner.  We help companies sell more products and services by making the quote to order process fast, easy and accurate.  Formed in 2000 and located in Dallas Texas.

Sean Myers:  CoFounder & CEO

Vince Puente:  Sales Executive

What are you presenting at the App Throwdown?

Endeavor is presenting a CPQ process highlighting Mobility, Integration and Cloud.  In order to compete and win, sales people must respond quickly in all areas of the sales cycle.  With EndeavorCPQ, Sugar customers can be assured that their sales people and partners will deliver perfect quotes, no matter how complex, within 5 minutes of getting the request.   Because EndeavorCPQ is integrated with Sugar, Opportunities are updated and Forecasting is on demand and accurate.

What about your application do you feel brings something unique or different to the Sugar ecosystem?

Endeavor is the only CPQ company that has a direct integration with Sugar.  With its cloud based offerings and mobile delivery, Sugar customers can now provide all sales agents, resellers and partners a quoting portal that they need to sell more stuff.

What is the biggest takeaway you hope the audience takes away from your presentation?

EndeavorCPQ will help you Sell More Stuff by becoming easier to do business with.

What is the most exciting aspect of being a part of the Sugar App Throwdown?

The opportunity to compete with other vendors to demonstrate what is possible with Sugar to drive more business value.  Also, the format of the Throwdown fosters a fun environment at the end of a great week.

Looking at the other App Throwdown submissions, which one looks the most interesting and why?

Colosa – EndeavorCPQ automates the quote to order process for companies producing significant ROI with revenue and productivity gains.  Colosa has two Process Management products that we can’t wait to learn more about and we envision working with them.

Editor’s Note: As we get closer to SugarCon, we wanted to introduce all of the contestants to this year’s App Throwdown, sponsored by SugarOutfitters. Over the next 2 weeks, we’ll have interviews from each of them on what they are showing for the Throwdown, helping you learn a bit more about it.

Bio ( Yours and the Organization you are representing )

Epicom is one of Sugar’s leading North American gold partners and is located in Austin, TX. We focus on complex Sugar deployments, customizations, and integrations. I joined Epicom as a software engineer in 2011 and in January 2013 assumed my current role of Customer Advocate where I reach out to our current customers and keep them informed on best practices, perform training opportunities, help solve minor issues and offer solutions to client specific business issues.

What are you presenting at the App Throwdown?

I am presenting Epicom’s solution for integrating SugarCRM with FedEx.

What about your application do you feel brings something unique or different to the Sugar ecosystem?   

Epicom’s FedEx application allows Sugar users to maintain a handle on high volume shipping issues, in terms of product tracking, expenses and customer service.

What is the biggest takeaway you hope the audience takes away from your presentation?  

As I tell all the customers I work with, the main takeaway in dealing with Sugar is that no matter what issue you are having; YES! There is a solution with Sugar no matter what you are doing.  In this case, you can see how easy it is to now track packages and customer orders with Sugar.

What is the most exciting aspect of being a part of the Sugar App Throwdown?

I am very excited to see how I perform in a speaking engagement after spending 17 years as a computer nerd behind a keyboard.  I’ll either have an entertaining couple of minutes describing the FedEx application or I’ll freeze up, curl up in a ball and ask for my mother.  Either way, it should be very interesting.

Looking at the other App Throwdown submissions, which one looks the most interesting and why?

I’m looking forward to seeing Colosa’s ProcessMaker.  I’m always on the lookout for quality third party tools to help my customers.

Editor’s Note: As we get closer to SugarCon, we wanted to introduce all of the contestants to this year’s App Throwdown, sponsored by SugarOutfitters. Over the next 2 weeks, we’ll have interviews from each of them on what they are showing for the Throwdown, helping you learn a bit more about it.

Bio ( Yours and the Organization you are representing ):

Brian Reale is the Co-founder and CEO of Colosa.  Prior to founding Colosa in 2000, Brian co-founded Unete Telecomunicaciones (www.unete.bo), a long distance voice and data carrier in South America that Mr. Reale founded in 1997 and sold in 2000 to IFX Networks.   Brian also co-founded the company Spotless in 2006, an entertainment technology company where Mr. Reale continues as an outside Director.

Brian graduated magna cum laude from Duke University in 1993 and was awarded a Fulbright scholarship in linguistics in Ecuador in 1994.

Colosa is the developer of ProcessMaker, a leading open source Workflow and BPM software suite that makes it simple for companies to automate form-based approval driven processes and interconnect existing company systems. Colosa is headquartered in New York and has a partner network spread across 30 countries and on five continents. Hundreds of commercial customers including several Fortune 100 companies rely on ProcessMaker to run their processes. ProcessMaker is available in 17 different languages and our open source version has been downloaded over 500,000 times.

What are you presenting at the App Throwdown?

At SugarCon 2013 we will be introducing Colosa’s latest solution, ProcessMaker – SugarCRM Edition.  For the SugarCRM Edition of our ProcessMaker Business Process Management software, we rebuilt our software from the ground up as a SugarCRM loadable module.   This new product functions entirely in SugarCRM and consists of a full BPMN 2.0 process designer and an ultrafast workflow engine.  It will allow companies to visually design their workflows that force users to get approvals for certain types of actions such as giving a price discount or changing a contract template.  It can also be applied to complex lead assignment and routing.

At the throwdown, we will create a workflow in less than a minute by dragging and dropping icons onto the canvas.  We will then execute the workflow by routing the request from one user to the next in order to get an approval.

What about your application do you feel brings something unique or different to the Sugar ecosystem?

BPM + CRM is a very powerful combination, and it makes SugarCRM significantly more competitive for large enterprise applications.   Large SugarCRM enterprise customers often have a requirement where they need to ensure that users perform a process the same way every time or they want to require users to get certain types of approvals before performing certain actions in SugarCRM   Imagine a scenario where a client wants a sales person to get a manager’s approval anytime the sales person wants to close an opportunity with a discount of greater than 15%.  Today, there is no way in SugarCRM to enforce this type of approval process.  With the addition of the ProcessMaker BPM Module we can now visually create this process, automatically route the record to a manager when discount > 15% and then lock the record from certain edits until it is approved by the manager. This is just one example of  the power of BPM when added to CRM.

Now just think of SugarCRM partners and customers today that are building major platforms such as Call Centers, Automotive Management Applications, Medical Records Management Systems, E-Government platforms and more on SugarCRM.  All of these applications today require lots of programming of complex workflow rules and logic hooks.  With a visual BPM designer and workflow engine inside Sugar, this work becomes orders of magnitude easier.

What is the biggest takeaway you hope the audience takes away from your presentation?

The ProcessMaker BPM designer and engine that we are offering for SugarCRM opens up a world of new Enterprise opportunities for SugarCRM.  With ProcessMaker SugarCRM now has a full BPMN designer and engine which puts SugarCRM ahead of other CRMs that have historically beat Sugar when it comes to better process power such as Pegasystems, BPMOnline, and SalesForce – all of which have BPM engines and designers in their products.

What is the most exciting aspect of being a part of the Sugar App Throwdown?

SugarCRM is riding a great wave of success these days.  You’ve got some great top leadership, lots of momentum, and lots of buzz.  The Throwdownn is a way for us to both help generate more excitement and be part of the excitement.  We are specifically interested in showing that with our application SugarCRM can pick up more and bigger wins in enterprise applications.

Looking at the other App Throwdown submissions, which one looks the most interesting and why?

I like Callinize from  Alertus Technologies because it looked easy to understand and certainly seems to be useful for sales people that spend a lot of time on the road and on their cellphones.