Full Power Collaboration with
IBM SmartCloud Engage and
SugarCRM
Keith Brooks
Director of Services, SAS Group
Sasgroup-us.com
kbrooks@sasgroup-us.com
Twitter and Skype: lotusevangelist
about.me/keithbrooks
3/21/2016
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The Plan
 The Players
 The Road Commonly Traveled
 Adventures in Collaboration
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The Players - SugarCRM and IBM SmartCloud
 Access IBM SmartCloud Engage without ever leaving
SugarCRM!
 IBM SmartCloud Engage Meetings
 Host (create and start) Online meetings
 Join meetings
 Hold meetings including both Sugar users and others
 IBM SmartCloud Files
 Share and collaborate on files with both Sugar users and
other people through IBM SmartCloud
 Upload files to IBM SmartCloud
 Access IBM SmartCloud
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IBM SmartCloud Value
Key Differentiators
 Social: Leverages market leading
social software technology.
 Extranet: Provides a secure extranet
for working with customers and
partners.
 Storage: Provides a minimum 5x more
collaboration storage, with no artificially
low file size limits.
 Partners: Offers integrated partner
solutions with obvious and intuitive
business value.
 Integrated: Provides a thoughtfully
integrated set of rich, value-add
services.
Unique Features
Free guest account: Invite
guests and they get access to all
collaborative services.
Profile and contacts: Connect
with colleagues, business
partners, and customers and build
project teams that span company
firewalls.
Communities: Create social
sharing spaces to collaborate and
innovate on new ideas.
Activities: Create lightweight,
ad-hoc project team rooms to
effectively manage projects and
tasks.
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The Players - We Can Do So Much Together
 SugarCRM for IBM SmartCloud places social business
capabilities into the hands of SugarCRM users
 IBM SmartCloud is a social business platform that
delivers cloud-based collaboration tools and social
networking services
 Sales, marketing, and support professionals can engage
with their prospects and customers more efficiently,
resulting in shortened sales cycles and increased customer
satisfaction and loyalty
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Picture from an IBM/Sugar presentation from 2011
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The Plan
 The Players
 The Road Commonly Traveled
 Adventures in Collaboration
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The Road Commonly Traveled
IBM Lotus Domino
Application Upgrade
IBM Lotus Domino
Application Migrate
IBM Lotus Domino
Application Integrate
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IBM Lotus Domino Application Ingredients
Lotus Domino older custom applications
may be missing some or all of these:
Device mobility
Web based
Integration with other Solutions
Dashboards
Would you expect these
to work with that?
3/21/2016
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IBM Lotus Domino Application Upgrade
 If the app is a Notes client app, make it into
a Web or Mobile app
 If you used iEnterprise you still can get
updates with Sugar integration
 Your app is probably not as bad/old as you
think
 It is usually cheaper to upgrade your
application then write a brand new one
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IBM Lotus Domino Application Migrate
Cold Turkey or Hot Backup?
Choose wisely - data or just the contacts
If you have more than basic text, you will
need a developer, especially if there are
attachments
Review the existing reports and views
Training, Encouragement and Evangelism
Go with a known product…like SugarCRM
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IBM Lotus Domino Application Integrate
You can integrate the old application into
SugarCRM
Best of Both Worlds
Extension to the Cloud with IBM SmartCloud
options
First step to moving away from on site IT
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The Plan
 The Players
 The Road Commonly Traveled
 Adventures in Collaboration
Tweet: #SCON12
3/21/2016
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Count the Ways
 Lotus Notes
IBM Sametime
 Lotus Domino
IBM Connections
 Cognos
IBM DB2
 CastIron
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A 3 Minute Cruise
10,000+ employees/agencies
Perpetual changes/updates
MANY Repeat customers
Started with FREE version
Utilize IBM SmartCloud for
meetings and storing files
Moving to full version for
support and deeper integration
Working with SugarCRM and
a local Business Partner
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1 Minute Manager
30 People in 15 States
Domino Application in Place
Wanted: Easier, Mobile,
Secure, Reporting
SugarCRM Enterprise to the rescue
IBM SmartCloud hosting their email.
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An Example of Integration
Marie Wallace:
http://allthingsanalytics.com/2012/01/02/i
bm-connections-sugarcrm-exploring-thepower-of-social-analytics/
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Review
Extending to the Cloud your existing
systems is easier than you think
Upgrade, Migrate or Integrate and expand
your horizons
Make your CRM simple to use not
impossible to learn
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References

Integrating Project Management with SugarCRM and IBM Connections
http://alanghamilton.com/integrating-project-management-with-sales-using-sugarcrmand-ibm-connections/?utm_source=rss&utm_medium=rss&utm_campaign=integratingproject-management-with-sales-using-sugarcrm-and-ibm-connections
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Submit Session Feedback
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*Prizes for attendees who submit session feedback using the Mobile App
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#SCON12
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