Mobile: Session 9: SugarCRM's Mobile Roadmap
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Sugar Mobile is SugarCRM's mobile application platform. The document outlines Sugar Mobile's history and roadmap. It discusses moving from separate mobile solutions in 2010-2011 to an internally developed replacement called Project Nomad in 2012. Project Nomad will provide a unified experience across iPhone and Android using HTML5 and leverage the new Sugar 6.6 REST API. The mobile application will focus on key CRM functions like calls, tasks, and a coherent user experience.
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
Editor's Notes
- #2: 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
- #8: * 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
- #10: User clicks or swipe left to expose quick create