Social CRM: Understanding and Connecting with Your Customers
Jennifer Yim
Product Management
©2011 SugarCRM Inc. All rights reserved.
Agenda
Overview of Social featuresActivity StreamsFacebook TwitterLinkedInInsideViewHoover’sZoominfo
Demo6.2 release scheduleQ&A
04/08/2023 3©2011 SugarCRM Inc. All rights reserved.
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Sugar Activity Streams
My Activity Stream dashletReply to and delete postsView user picturesFilter by My Favorites
fka “My Sugar Feed”
Administrative control
Twitter feed
Facebook news feed
©2010 SugarCRM Inc. All rights reserved.
View Twitter feeds within module records
Follow Twitter feed within My Activity Stream dashlet
04/08/2023 5©2011 SugarCRM Inc. All rights reserved.
Follow Facebook News feed within My Activity Stream dashlet
04/08/2023 6©2011 SugarCRM Inc. All rights reserved.
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InsideView
Sales intelligence solutionBrowse aggregated data from print and online mediaView social media dataView international data
Basic version built into Sugar (6.2.x)
©2010 SugarCRM Inc. All rights reserved.
Hoover’s
Bring in company data such as address, annual sales, total employees, phone numbers, description, synopsis
04/08/2023 8©2011 SugarCRM Inc. All rights reserved.
Zoominfo
CompanyBring in company data, such as address and phone numbers, industry, website, annual revenue, company ticker
PersonBring in businessperson data, such as current job title and company, biography, college/university, email address, phone numbers
04/08/2023 9©2011 SugarCRM Inc. All rights reserved.
Demo
04/08/2023 ©2011 SugarCRM Inc. All rights reserved. 10
04/08/2023 ©2010 SugarCRM Inc. All rights reserved. 11
Release Schedule
Weekly Betas
Release Candidates
GA
March April May June
SugarCon On-Demand
Upgrades
