15. Answer Three Fundamental Questions
How can we better understand the needs of
every individual customer?
How do we empower every user to engage
successfully with their customers?
How can we deliver a consistent
experience every time?
16. Answer Three Fundamental Questions
How can we better understand the needs of
every individual customer?
How do we empower every user to engage
successfully with their customers?
How can we deliver a consistent
experience every time?
every customer
every user
every time
18. Every Customer
Treat each customer as an individual
Make all of the customer’s information available
Deliver the customer’s information when it matters
19. Treat every customer as an individual by providing
users with the information they need when they
need to know it.
Every Customer
21. Every User
Help users do their job. Gather data
as a side-effect.
Deliver value to the user for every action
you ask them to take.
Help users decide what to do next.
22. Every User
Help every user in their day to day job, don’t force
them to enter information that doesn’t benefit
them, and help them understand what to do next.
24. Every Time
Every customer is important
Every user needs to be a customer expert
Every connection counts
25. Treat every customer as important, and make sure
every person in the company has the tools and
information to make every single customer
interaction seamless, consistent, and valuable.
Every Time
30. Sugar 7 Preview Highlights
Smart…
Single page access to business, online, and
social customer intelligence
Personalizable intelligence pane for surfacing relevant
external and internal customer data
Activity visualizations to help identify when to
engage customers
31. Sugar 7 Preview Highlights
Fast…
Powered by HTML5, optimized for tablets, phones, and
browser UX
Designed for the social user: filter, tag, and follow key
customer and deal activity
Inline editing, rapid access, and no UI latency
32. Sugar 7 Preview Highlights
Social…
Fully CRM integrated, searchable, in-context
activity streams
Document sharing in the context of doing business
Embedded activity intelligence engine to understand
what’s trending