Sugar Online User Group - March 15, 2016

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Information about Sugar Online User Group - March 15, 2016

Published on March 16, 2016

Author: wsystemscorp


1. wMaps: Sugar Integration to Bing Maps Online User Group March 15, 2016

2. © W-Systems Corp. Agenda • Last User Group Recorded Video Link • SugarCRM Company and Sugar News Roundup • Upcoming Sugar Training • Feature Topic: Sugar Integration to Bing Maps • Sugar Q&A Session

3. © W-Systems Corp. Last Meeting Topic January 2016: Sugar Document Automation • Streaming Video Recording Link on our blog (Jan. Archive) • sugar-online-user-group-meeting-recap • Product Page: https://www.w-

4. © W-Systems Corp. News Roundup Relationship Analytics for Sugar with TrustSphere and Riva CRM Integration: More Data Does NOT Equal More Intelligence Streaming Video Recording Link on our blog (Feb. Archive) • analytics-in-sugar-with-trustsphere-and-riva-crm-

5. © W-Systems Corp. News Roundup • SugarCRM Closes Strong 2015 with a Record-Breaking Fourth Quarter – 81 percent year-over-year growth in ARR (annual recurring revenue) in the company’s enterprise business line. – 106 percent year-over-year increase in the average number of seats per new customer – 42 percent increase in number of customers worth more than $100K in ARR. – Record quarterly results in billings, backlog and total contract values 2015-record-breaking-fourth-quarter

6. © W-Systems Corp. News Roundup SugarCRM has published 40+ new knowledge base articles as well as giving some articles a refresh at in the following categories: knowledge-base-articles-published • Email • Process Author • Workflows • Troubleshooting • Platform Management • Developer • Health Check • More Goodies (Miscellaneous)

7. © W-Systems Corp. News Roundup SugarCon 2016 is June 13-16th 2016

8. © W-Systems Corp. News Roundup Sugar Plug-in for IBM Notes 2.1.3 New features and enhancements to existing features for Sugar Plug-in for IBM Notes 2.1.3. https://www.w- eases/sugar-plug-in-for-ibm-notes- 2.1.3/

9. © W-Systems Corp. News Roundup • SugarCRM Mobile 3.0.0 – iOS: – Android: android/

10. © W-Systems Corp. • Sugar • Sugar News Roundup

11. © W-Systems Corp. New wCare Module: Configure Global Search • Our newest addition to wCare is Configure Global Search which allows users to select specific fields that will be returned during Global Searches. • Administrators can set "default" fields for all users, each of which can then personalize their selections. • Blog Post: https://www.w- stomizing-the-sugar-global- search-feature • wCare Module Request Form:

12. © W-Systems Corp. SugarCRM Resources • SugarCRM Community (40+ New Knowledge Base Articles) – • SugarCRM Support Page – • SugarCRM eLearning – • SugarCRM on YouTube – • W-Systems SugarCRM Blog – • W-Systems on Twitter –

13. © W-Systems Corp. Upcoming Training on Sugar University • View the Sugar University catalog at • March 24 – Setting Up Your Dashboards up-your-dashboards/2016-03-24 • April 7 – Developing Custom Filters developing-custom-filters/2016-04-07 • Live Classrom Training Schedule Updated:

14. © W-Systems Corp.

15. © W-Systems Corp. wMaps Features Grid View 1. Search Sugar records by distance from postal code 2. Display a pushpin map of filtered Sugar records 3. Generate driving directions for filtered Sugar records Detail View 1. Show a map location of the current record 2. Generate driving directions to the current record 3. Show records closest to the current record 4. Send maps to mobile phone for interactive guidance

16. © W-Systems Corp. wMaps Use Case Demonstration: Search by Distance Search for Sugar records by distance from a postal code You are holding an event and would like to invite all customers within 50 miles from the event location. With wMaps you can filter accounts list view using a new Distance search option and specify distance from a postal code's center point. You can save the result set to a Sugar target list for marketing purposes.

17. © W-Systems Corp. wMaps Use Case Demonstration: Map Sugar Filtered Records Map a filtered set of records in a Sugar list view You would like to see the distribution of customers or prospects in a specific territory. With Sugar you can create a filter in the accounts module to list the customers in a specific territory. wMaps can display the result of that list as pushpins on a map.

18. © W-Systems Corp. wMaps Use Case Demonstration: Map Current Record You have a new prospective account and would like to get some geographic context and take a look at their office building. wMaps can produce a map that can be zoomed in all the way to the aerial photo detail of the building or location in question.

19. © W-Systems Corp. wMaps Use Case Demonstration: Generate Optimum Driving Directions Generate optimum driving directions for a selection of Sugar records. You are planning to travel in your sales territory and would like to plan the best sequence of account visits. From a filtered list in Sugar, select the specific accounts you would like to visit. wMaps can generate optimal directions and display the directions on a map. The directions can be emailed to your phone to integrate with maps on the phone.

20. © W-Systems Corp. wMaps Use Case Demonstration: Show Closest Records You are visiting a customer and would like to see a list of the closest prospective customers or other customers so you can plan some additional stops. wMaps will calculate the relative distance between the current record and all other records, and then show you the closest ones. From the list of closest records you can place them on a map or generate optimum driving directions.

21. © W-Systems Corp. wMaps Use Case Demonstration: Send to Mobile Device You have generated a map or directions and want to be able to send them to your own phone or a colleagues phone. Any wMap can be sent to your phone via email. In the top right of a map or directions screen there will be an Send via Email button. Press this link to generate an email with a link to the map that can be opened on your phone.

22. © W-Systems Corp. Availability and Pricing Availability • This module is available now for US English language instances either On-Demand or On-Premise version 7.6 and greater. • Currently a download directly from W-Systems; expected on Sugar Exchange Q3 of this year Pricing • $80 per user per year • Minimum of 10 licenses • Does not have to match the license count

23. © W-Systems Corp. SUGAR Q&A

24. © W-Systems Corp. Contact Information Host: Sarah Friedlander Garcia & Dennis Smith Email: & Office: (201) 760-2565 This event is being recorded. The recording will be posted on the W-Systems blog in the next day or two and a link included in our next newsletter

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