Full Power Collaboration with IBM SmartCloud Engage and SugarCRM.

Full Power Collaboration withIBM SmartCloud Engage and

SugarCRM

04/21/23 ©2012 SugarCRM Inc. All rights reserved. 2

Keith BrooksDirector of Services, SAS Group

Sasgroup-us.com

[email protected] and Skype: lotusevangelist

about.me/keithbrooks

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The Plan

The Players The Road Commonly Traveled Adventures in Collaboration


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The Players - SugarCRM and IBM SmartCloud

Access IBM SmartCloud Engage without ever leaving SugarCRM!

IBM SmartCloud Engage MeetingsHost (create and start) Online meetings Join meetingsHold meetings including both Sugar users and others

IBM SmartCloud FilesShare and collaborate on files with both Sugar users

and other people through IBM SmartCloudUpload files to IBM SmartCloudAccess IBM SmartCloud


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IBM SmartCloud Value

Social: Leverages market leading social software technology.

Extranet: Provides a secure extranet for working with customers and partners.

Storage: Provides a minimum 5x more collaboration storage, with no artificially low file size limits.

Partners: Offers integrated partner solutions with obvious and intuitive business value.

Integrated: Provides a thoughtfully integrated set of rich, value-add services.


Free guest account: Invite guests and they get access to all collaborative services.Profile and contacts: Connect with colleagues, business partners, and customers and build project teams that span company firewalls.Communities: Create social sharing spaces to collaborate and innovate on new ideas.Activities: Create lightweight, ad-hoc project team rooms to effectively manage projects and tasks.

Unique FeaturesKey Differentiators

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The Players - We Can Do So Much Together


SugarCRM for IBM SmartCloud places social business capabilities into the hands of SugarCRM users

IBM SmartCloud is a social business platform that delivers cloud-based collaboration tools and social networking services

Sales, marketing, and support professionals can engage with their prospects and customers more efficiently, resulting in shortened sales cycles and increased customer satisfaction and loyalty

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Picture from an IBM/Sugar presentation from 2011

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The Plan



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The Road Commonly Traveled

IBM Lotus Domino Application Upgrade

IBM Lotus Domino Application Migrate

IBM Lotus Domino Application Integrate


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04/21/23

©2012 SugarCRM Inc. All rights reserved.

11

IBM Lotus Domino Application Ingredients

Lotus Domino older custom applications may be missing some or all of these:

Device mobilityWeb basedIntegration with other SolutionsDashboards Would you expect these

to work with that?

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IBM Lotus Domino Application Upgrade

If the app is a Notes client app, make it into a Web or Mobile app

If you used iEnterprise you still can get updates with Sugar integration

Your app is probably not as bad/old as you think

It is usually cheaper to upgrade your application then write a brand new one


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IBM Lotus Domino Application Migrate

Cold Turkey or Hot Backup?Choose wisely - data or just the contactsIf you have more than basic text, you will

need a developer, especially if there are attachments

Review the existing reports and viewsTraining, Encouragement and EvangelismGo with a known product…like

SugarCRM


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IBM Lotus Domino Application Integrate

You can integrate the old application into SugarCRM

Best of Both WorldsExtension to the Cloud with IBM SmartCloud

optionsFirst step to moving away from on site IT


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The Plan



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Count the Ways

Lotus Notes

Lotus Domino

Cognos

CastIron


IBM Sametime

IBM Connections

IBM DB2

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A 3 Minute Cruise


10,000+ employees/agenciesPerpetual changes/updatesMANY Repeat customersStarted with FREE versionUtilize IBM SmartCloud for meetings and storing filesMoving to full version for support and deeper integrationWorking with SugarCRM and a local Business Partner

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1 Minute Manager


30 People in 15 States

Domino Application in Place

Wanted: Easier, Mobile, Secure, Reporting

SugarCRM Enterprise to the rescueIBM SmartCloud hosting their email.

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An Example of Integration


Marie Wallace: http://allthingsanalytics.com/2012/01/02/ibm-connections-sugarcrm-exploring-the-power-of-social-analytics/

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Review

Extending to the Cloud your existing systems is easier than you think

Upgrade, Migrate or Integrate and expand your horizons

Make your CRM simple to use not impossible to learn


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References

Integrating Project Management with SugarCRM and IBM Connections http://alanghamilton.com/integrating-project-management-with-sales-using-sugarcrm-and-ibm-connections/?utm_source=rss&utm_medium=rss&utm_campaign=integrating-project-management-with-sales-using-sugarcrm-and-ibm-connections



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Full Power Collaboration with IBM SmartCloud Engage and SugarCRM.

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