Agenda

• Last User Group Recorded Video Link
• SugarCRM News Roundup
• Upcoming SugarCRM Training
• Recap from SugarCon 2015
• SugarCRM Questions and Answers
• Next Meeting Training Topic Survey

Last Meeting

• March 2015: 10 CRM Best Practices

News Roundup

• SugarCon tool place in San Francisco on April 22, 23
• Sugar Mobile 2.5 was released
  • Support for dashboards
  • Ability to quick close activities
  • Ability to interact with the activity stream
  • Ability to search using the global search full-text index
  • Ability to configure start page
• Sugar Outlook Plug-in 2.0 was released

SugarCRM Resources

• SugarCRM Community - community.sugarcrm.com
• SugarCRM Support Main Page – support.sugarcrm.com
• SugarCRM eLearning - learningportal.sugarcrm.com
• SugarCRM on YouTube - youtube.com/user/DiscoverSugarCRM
• W-Systems SugarCRM Blog - w-systems.com/blog/sugarcrm
• W-Systems on Twitter - twitter.com/WSystemsCorp

Upcoming Training on Sugar University

• SugarCRM University Relaunched
• View the catalog at https://university.sugarcrm.com
• Upcoming Classes
  • May 21: Using Sugar Email
  • May 28: Managing Users, Team and Roles
  • June 4: Using Sugar Reports
  • June 16,17,18: SugarCRM Administration Essentials (LIVE)
  • July 13,14,15: Developer Essentials (LIVE)

SugarCon Recap

Sugar Roadmap – Q2’15

• Sugar 7.6
  • Enterprise Workflow
  • Role-Based Views
  • Calls/Meetings to SugarUX
  • New installs on Microsoft SQL
  • New installs on Oracle
• Mobile 2.5
  • Dashboards and Dashlets v1

Sugar Roadmap – Q3’15

• Sugar 7.7
  • Improved Global Search
  • Tagging
  • Knowledge Base to SugarUX
  • Upgrades on all platforms
• Mobile 2.6
  • Dashboards and Dashlets v2
  • Filters

Sugar Roadmap – Q4’15 / Q1’16

• Sugar 7.8
  • Inline Reporting
  • Quotes to SugarUX
  • Email and Calendar Sync
  • Sales Development Engine
    • Team-based ACLs
• Mobile 2.7+
  • Tagging
  • Mobile SDK v1
  • Offline Enhancements

Future

• Sugar
  • Customer Journey Builder
  • Notifications
  • Reports to SugarUX
  • Intelligent Relationship Management
  • Improved Activity Streams
  • More Modules to SugarUX
• Mobile
  • Quotes
  • Mobile SDK v2
  • Push Notifications

Our next meeting will highlight: To be determined