Social CRM: Understanding and Connecting with Your Customers | SugarCon 2011
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One of the biggest challenges that businesses face in today's world is connecting with the people they do business with in the most effective way. The rapid development of social media today has created many online social networks and digital channels where individuals linger and provide valuable and relevant information that can improve the way you do business with them. Social CRM taps into these information sources and helps put it into the context of your daily activities. In this session, Jennifer Yim will provide an overview of the Sugar Connectors and how they can greatly facilitate following, engaging and managing conversations with current and potential customers and partners in order to improve your relationships with them. Presented at SugarCon 2011 by Jennifer Yim
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Social CRM: Understanding and Connecting with Your Customers | SugarCon 2011
- 2. Social CRM: Understanding and Connecting with Your Customers Jennifer Yim Product Management ©2011 SugarCRM Inc. All rights reserved.
- 3. Agenda Overview of Social features Activity Streams Facebook Twitter LinkedIn InsideView Hoover’s Zoominfo Demo 6.2 release schedule Q&A 4/1/11 3 ©2011 SugarCRM Inc. All rights reserved.
- 4. Sugar Activity Streams My Activity Stream dashlet Reply to and delete posts View user pictures Filter by My Favorites fka “My Sugar Feed” Administrative control Twitter feed Facebook news feed 4/1/11 4 ©2010 SugarCRM Inc. All rights reserved.
- 5. Twitter View Twitter feeds within module records Follow Twitter feed within My Activity Stream dashlet 4/1/11 5 ©2011 SugarCRM Inc. All rights reserved.
- 6. Facebook Follow Facebook News feed within My Activity Stream dashlet 4/1/11 6 ©2011 SugarCRM Inc. All rights reserved.
- 7. InsideView Sales intelligence solution Browse aggregated data from print and online media View social media data View international data Basic version built into Sugar (6.2.x) 4/1/11 ©2010 SugarCRM Inc. All rights reserved. 7
- 8. Hoover’s Bring in company data such as address, annual sales, total employees, phone numbers, description, synopsis 4/1/11 8 ©2011 SugarCRM Inc. All rights reserved.
- 9. Zoominfo Company Bring in company data, such as address and phone numbers, industry, website, annual revenue, company ticker Person Bring in businessperson data, such as current job title and company, biography, college/university, email address, phone numbers 4/1/11 9 ©2011 SugarCRM Inc. All rights reserved.
- 10. Demo 4/1/11 ©2011 SugarCRM Inc. All rights reserved. 10
- 11. Release Schedule On-Demand Upgrades SugarCon GA Weekly Betas Release Candidates April May June March 4/1/11 ©2010 SugarCRM Inc. All rights reserved. 11
- 12. Q&A Product Management: products@sugarcrm.com 4/1/11 12 ©2011 SugarCRM Inc. All rights reserved.
Editor's Notes
- One of the biggest challenges that businesses face in today's world is connecting with the people they do business with in the most effective way for each individual. The rapid development of social media today has created many online social networks and digital channels where individuals linger and provide valuable and relevant information that can help you do better business with them. Social CRM taps into these information sources and helps put it into context of your daily activities. In this session, Jennifer Yim will provide an overview of the Sugar Connectors and how they can greatly facilitate following, engaging and managing conversations with current and potential customers and partners in order to improve your relationships with them.
- Weekly Betas started with first Beta on March 16.Release Candidate is scheduled to be released mid-April.Reminder that the Release Candidates (bi-monthly) are GA-ready. On-demand Upgrades to first 6.2.x patch – June/July timeframe