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Cloud Take Advantage of the Cloud Connectors in Sugar

Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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Page 1: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

Cloud

Take Advantage of the Cloud Connectors in Sugar

Page 2: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

Stéphane CALIMODIOVincent ROLLIN

Co-Founder & CEO - @stephanecaliCo-Founder & CTO - @vincentrollinhttp://www.synolia.com - @synolia

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Page 3: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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1st historical SugarCRM Partner in the World & SugarCRM leader in France since 2004

Specialized in high added value CRM projects (250+ SugarCRM Customers) and modules development (20+ module on SugarForge and SugarExchange)

Manage the French Sugar Community with 40,000 users

Active partner of Open+ developer program

Member of European SugarCRM Alliance

04/18/2023 ©2012 SugarCRM Inc. All rights reserved. 3

April 2012

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Operational Technologies for Real Business

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Provides standard

functionalities for social CRM

Provides standard

technologies for cloud

connectors

Provides new functionalities for social CRM

Use standard technologies for

cloud connectors

Page 5: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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Enablement

Loyalty

Prospection

Follow

RetrieveGet up-to-date

Communicate

Operational Technologies for Real Business

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Page 6: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

Follow your community

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Page 7: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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1. Follow your community

Use the activities stream dashlet to follow your community

Standard connectors provided by SugarCRM :

Connectors provided by partners:

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Page 8: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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1. Follow your community Use widget connectors to have a look at the latest

communications on social media from your prospects and customers and interact with them.

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Page 9: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

Retrieve all your contacts profiles in one place

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Page 10: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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2. Retrieve all your contacts profiles in one place

Synchronize your address book from Outlook or Lotus Notes (standard connectors provided by SugarCRM) or Gmail (connector provided )

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Page 11: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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2. Retrieve all your contacts profiles in one place

Import your contacts from LinkedIn, Google or Viadeo.

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Page 12: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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Get access to your prospects using your contacts network

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2. Retrieve all your contacts profiles in one place

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Get access to your prospects using your contacts network.

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2. Retrieve all your contacts profiles in one place

Page 14: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

Get up-to-date information

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Page 15: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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3. Get up-to-date information

Increase your sales capabilities with InsideView or Corporama by having real-time access to the latest business information for your customers and prospects

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Page 16: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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3. Get up-to-date information

Increase your sales capabilities with InsideView or Corporama by having real-time access to the latest business information for your customers and prospects

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Page 17: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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3. Get up-to-date information

Use Sugar Cloud Connectors to get the most up to date information from external source like Hoovers, Jigsaw, Zoominfo, Bureau Van Dijk and Dun & Bradstreet (provided by Synolia)

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Page 18: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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3. Get up-to-date information

Use Sugar Cloud Connectors to get the most up to date information from external source like Hoovers, Jigsaw, Zoominfo, Bureau Van Dijk and Dun & Bradstreet (provided by Synolia)

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Communicate with your customers more easily

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Page 20: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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4. Communicate with your customers more easily Easily launch one-to-one meetings on WebEx,

GoToMeeting or Lotus Live.

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Page 21: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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4. Communicate with your customers more easily Create targeted email campaigns with Pardot or

EmailVision Integration.

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Page 22: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

Enhance your customer knowledge Develop your professional network

Identify new partners prospects or customers Improve the quality and relevance of your CRM database

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Take Advantage of the Cloud Connectors in Sugar

OPTIMIZE YOUR BUSINESS PERFORMANCE BY INTEGRATING A SOCIAL DIMENSION TO YOUR CRM

SOLUTION

Page 23: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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Submit Session Feedback

Select the SugarCon Mobile App: 1) Tap on this session2) Tap on survey3) Submit your feedback

*Prizes for attendees who submit session feedback using the Mobile App

Page 24: Cloud: Session 6: Take Advantage of the Cloud Connectors in Sugar

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#SCON12