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Mobile




   Sugar Mobile
2012-2013 Roadmap
Joseph Arruda
Senior Product Manager, SugarCRM




                      4/26/2012   ©2012 SugarCRM Inc. All rights reserved.   2
Getting to Here

 Growth in device market

 Mobile was a peripheral, but becoming an essential

 Making the experience

 New tech, new ideas




Tweet: #SCON12
Getting to There

             2010


        Sugar Mobile

    •   Built on Titanium               2012 -
    •   Connected mode only
    •   iPhone and Android
    •   Simple administration
                                  Project Nomad

              2011               • Replacement for previous
                                   solutions, but leverages best
                                   concepts from both of them
        Sugar Mobile             • Developed internally
                                 • iPhone, Android
            Plus                 • One UX across all devices
                                 • Simple but robust
                                   administration
    •   Built on iEnterprises
    •   Offline mode
    •   iPhone and Blackberry
    •   Complex administration




Tweet: #SCON12
Joint Technology – Mobile
Technology & Dependencies

Technology
       HTML5, Javascript:
       backbone.js, bootstrap, Phon
       egap
       Authentication:
          Oauth (v2)
          LDAP
                                        becomes
Depends On
       New REST API being
       developed for the Sugar 6.6
       release
          Removes need for a separate
          sync server component



Tweet: #SCON12
Joint Technology – Mobile
Devices & Delivery

 Devices:
       Phase 1: Apple iOS 5.1 or greater (includes
       iPhone 4)
       Phase 2: Android 2.3 or greater
       Mobile web browser compatibility

 Delivery:
       Apple App Store
       Android Market
       Direct download: SugarCRM.com
       Amazon Appstore (Android)




Tweet: #SCON12
What will Mobile look like?

 Coherent UX

 Sugar-driven layout

 Support the user with functionality

 Scalability

 Social CRM




Tweet: #SCON12
Mobile UX

 Content subject to change. Please feel free to provide feedback.




Tweet: #SCON12
Call Flow




Start at a Record Detail View   Phone# Selection   Call In Progress to Call

 Tweet: #SCON12
Call Flow (continued)




    Call Options   Edit Call Log   Log Call Confirm

Tweet: #SCON12
Related Records




                            Related Record
       Detail     Related   ListFunctions

Tweet: #SCON12
Create a relation




 Record Quick Actions   Associate Records   Confirm Association

Tweet: #SCON12
Creating an Opportunity




   List Detail   Quick Create   Create Item   Confirm Item Creation



Tweet: #SCON12
Message States




Tweet: #SCON12
Closing


Thank You!

For more information: products@sugarcrm.com

Joseph Arruda: jarruda@sugarcrm.com




Tweet: #SCON12
Submit Session Feedback
        Select the SugarCon Mobile App:
        1) Tap on this session
        2) Tap on survey
        3) Submit your feedback

*Prizes for attendees who submit session feedback using the Mobile App




                                               4/26/2012   ©2012 SugarCRM Inc. All rights reserved.   16
#SCON12




          4/26/2012   ©2012 SugarCRM Inc. All rights reserved.   17

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Mobile: Session 9: SugarCRM's Mobile Roadmap

  • 1. Mobile Sugar Mobile 2012-2013 Roadmap
  • 2. Joseph Arruda Senior Product Manager, SugarCRM 4/26/2012 ©2012 SugarCRM Inc. All rights reserved. 2
  • 3. Getting to Here  Growth in device market  Mobile was a peripheral, but becoming an essential  Making the experience  New tech, new ideas Tweet: #SCON12
  • 4. Getting to There 2010 Sugar Mobile • Built on Titanium 2012 - • Connected mode only • iPhone and Android • Simple administration Project Nomad 2011 • Replacement for previous solutions, but leverages best concepts from both of them Sugar Mobile • Developed internally • iPhone, Android Plus • One UX across all devices • Simple but robust administration • Built on iEnterprises • Offline mode • iPhone and Blackberry • Complex administration Tweet: #SCON12
  • 5. Joint Technology – Mobile Technology & Dependencies Technology HTML5, Javascript: backbone.js, bootstrap, Phon egap Authentication: Oauth (v2) LDAP becomes Depends On New REST API being developed for the Sugar 6.6 release Removes need for a separate sync server component Tweet: #SCON12
  • 6. Joint Technology – Mobile Devices & Delivery  Devices: Phase 1: Apple iOS 5.1 or greater (includes iPhone 4) Phase 2: Android 2.3 or greater Mobile web browser compatibility  Delivery: Apple App Store Android Market Direct download: SugarCRM.com Amazon Appstore (Android) Tweet: #SCON12
  • 7. What will Mobile look like?  Coherent UX  Sugar-driven layout  Support the user with functionality  Scalability  Social CRM Tweet: #SCON12
  • 8. Mobile UX  Content subject to change. Please feel free to provide feedback. Tweet: #SCON12
  • 9. Call Flow Start at a Record Detail View Phone# Selection Call In Progress to Call Tweet: #SCON12
  • 10. Call Flow (continued) Call Options Edit Call Log Log Call Confirm Tweet: #SCON12
  • 11. Related Records Related Record Detail Related ListFunctions Tweet: #SCON12
  • 12. Create a relation Record Quick Actions Associate Records Confirm Association Tweet: #SCON12
  • 13. Creating an Opportunity List Detail Quick Create Create Item Confirm Item Creation Tweet: #SCON12
  • 15. Closing Thank You! For more information: products@sugarcrm.com Joseph Arruda: jarruda@sugarcrm.com Tweet: #SCON12
  • 16. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback *Prizes for attendees who submit session feedback using the Mobile App 4/26/2012 ©2012 SugarCRM Inc. All rights reserved. 16
  • 17. #SCON12 4/26/2012 ©2012 SugarCRM Inc. All rights reserved. 17

Notas do Editor

  1. Growth in smart phone & tablet sales is already remarkable yet still gaining momentumMobile was a peripheral, but becoming an essential It’s not about recreating all features in a smaller form factor, but making a complimentary experienceNew open technologies are causing convergence of social networking, mobility and CRM into a real experience that feels more intuitive and a logical progression
  2. * that’s coherent and consistent across multiple devices* A UX that is has an overall design that can be coherent and consistent across multiple devices, and complimentary to the core app. A natural extension of the core app experience* Layouts metadata driven via Studio; no need for extra configuration at middleware layer, support custom fieldsClean activation process for multiple devices per usersupport functionality that helps the user succeed, not bombard them with flash* I18n (internationalization) – proper language support* Enterprise scalability; the experience should work as well at 10,000 users as it does at 10.* Social integration
  3. User clicks or swipe left to expose quick create