Your Slam Dunk on User Adoption

by Roxana Rangu on April 3, 2019

6 minute read

If you're still a non-mobile Sugar user, now's the time to up your game! Take a look at how you can increase user adoption and enrich your data with SugarCRM Mobile!

Thank you to everyone who participated in this meeting! Below is the video recording of the meeting, general notes as well as the questions & answers.

If you have questions about Sugar, please feel free to contact us.

Agenda

  • Recap of Last User Group Webinar
  • SugarCRM and W-Systems
  • Announcements
  • Feature Topic – Mobile Madness
  • Q&A

Last User Group Meeting

January 2019: The Ultimate SugarCRM Planning Guide for 2019

W-Systems Announcement

W-Systems has been awarded SugarCRM North American Partner of the Year for 2018. 

News Roundup

Sugar Releases: Sugar 8.3

  • Available for On-Premise deployments of Sugar
  • Changes Include:
    • Updates to Product Catalog including a Product Catalog Quick Picks Dashlet and ability to favorite Product Catalog records
    • Updates to Advanced Workflow including multi-layer module relationships for actions, enhanced process validation, an autosave function, and more
    • Ability to export all report types
  • Release Notes: Sugar 8.3

Sugar Releases: SugarCRM Mobile 6.4

SugarCRM Mobile 6.4 includes the ability to download quote PDFs when using Sugar 8.3 or higher, and the ability to attach files to records when offline.

Sugar Releases: SugarCRM Hint 5.0.2

  • SugarCRM Hint 5.0.2 includes Sugar Spring ‘19 (9.0.x) and fixes to issues identified in prior Hint releases.
  • Release Notes: SugarCRM Hint 5.0.2

Sugar Releases:  IBM Notes Plug-In 2.3.1

  • The Sugar Plug-in for IBM Notes 2.3.1 addresses issues found in previous issues. 
  • Release Notes: IBM Notes Plug-In 2.3.1

Sugar Releases: MS Outlook Plug-in for Sugar 2.6.3

  • SugarCRM has officially released the version 2.6.3 of the Sugar plug-in for Microsoft Outlook. It includes Sugar Spring ‘19 (9.0.x) support.
  • Release Notes: MS Plug-In for Sugar 2.6.3

SugarCRM Resources

Sugar Resources by SugarCRM

Sugar Resources by W-Systems

eBooks and White Papers

  • See all of our eBooks and White Papers on one page.
  • Recent eBooks and White Papers include:
    • Your Sales Lead Process is Half-Baked. Learn a Better Way.
    • The Dynamic Duo: SugarCRM + Act-On Marketing Automation
    • Best Practices for CRM User Adoption
    • 50 Things Your CRM Should Tell You About Your Customers
    • Solving the Sales-Marketing Conundrum

Sugar University Training

Sugar University has gone through a small revamp and now has divided their training into three major sections:

Your Slam Dunk on User Adoption


Sugar User Group Q&A

What if I don’t need all of that functionality?

That’s absolutely fine. You can have mobile access to whichever add-ons for Sugar you currently have a subscription to. 

Do the add-ons support multiple languages? Does wMobile support multiple languages?

At this time, no. The add-ons only include English language support.

When using wMaps, are you able to modify your route list "on the fly"?

Yes. From the map interface, you can drag the order of your stops in a different order. You also have the ability to add or remove records from your route list after you initially generated it.

Does wDocs work with all of the out-of-the-box modules or just accounts?

It works with all of the out-of-the-box and custom Sugar modules. wDocs includes very customizable document templates that we build or we can provide you with the instructions to build out.

What happens if I download the wMobile app but I don’t have any of the add-ons?

You can do that but it will have the same basic functionality as the standard SugarCRM Mobile app. The main benefit you get from our application is to be able to use these Sugar enhancements on mobile. 

How much is wMobile for SugarCRM?

We don’t actually charge anything for the app itself—anyone with a Sugar license can download the app and configure it to their instance. What we charge is for the wDocs, wMaps and Custom Buttons (part of wTools) add-ons. Those are the items that you would purchase rather than the application itself.

Do Custom Buttons only give quick access to wDocs and wMaps?

Custom Buttons offer shortcuts for various actions in Sugar. For instance, when sending a referral, we can set up a shortcut button to send out that referral from Sugar to another business unit or another person. It could also be just a shortcut for adding a new contact for an account record. They’re user-friendly configurable buttons that trigger actions in Sugar.

What is the release cycle for wMobile?

We will release new wMobile for Sugar updates as quickly as possible after SugarCRM releases updates for their standard mobile app and the SDK. 

Can you talk about the future DocuSign features for the app?

Sure. A future wMobile update will allow you to select documents from your Sugar instance and have them sent with DocuSign with just a few taps. We are, however, aiming to have feature-parity with our desktop version of the Sugar Connector to DocuSign.

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