mobile cloud solutions for sugarcrm - connecting your field force - anywhere | sugarcon 2011
DESCRIPTION
What are the practical requirements for a mobile CRM solution? What does your field force demand - and expect? How do you mobilize large quantities of CRM data, offline, and maintain performance? How do you deal with the inevitable variety of device platforms in the field? The practical challenges of meeting employee expectations in relation to performance and availability are explored in this session, which draws on a decade of mobile CRM solution development and operation. Examples of a specific SugarCRM solution on several mobile platforms are shown to demonstrate best practice in action. Presented by Chris Hall, Commercial Director, LogicAppeal, at sugarCon 2011TRANSCRIPT
Mobile Cloud Solutions for SugarCRM
2011 SugarCRM Customer & Developer Conference
Connect your Field Force – anywhere!
Introduction
Mobile Solutions
SugarCRM Solutions
SAP Business One Solutions
Mobile Credentials
12-years mobile solutions experience
Device specific development Palm Windows Mobile
Device agnostic development Rhodes
All on-line/off-line solutions using synchronisation
“Mobile”
The Cloud
A provider's offering of abstracted Internet services is often called "The Cloud”.
Cloud computing is a general term for anything that involves delivering hosted services over the Internet.
RhoLogic operates a Private Cloud to deliver RhoLogic Mobile for SugarCRM as Software-as-a-Service (SaaS)
Requirements
Based on mainstream requirements from field staff or management during 12 years of
mobile development and operation
What is the need and what does that mean?
Field Force Requirements
Need
Availability and speed of operation
Off-line access. Provides for improved device interaction and counters Internet absence in regional areas, inside buildings, etc.
Off-line data volumes
CRM’s can contain significant data volumes. Challenges exist to achieve device performance when managing and retrieving data and initial data load.
Mix of devices (BYOD)
Not all employees have the same device. We need to accommodate choice (BYOD), ideally from a single code base.
Customisation Create a single application that adapts in real-time, with a single code base, to both Studio and Module Builder customisation.
Solution
Total solution therefore is a combination of on-line/off-line operation, capable of handling high volumes, running on several device types, with a dynamic, adaptable framework using a single code base.
Solution Requirements
Customization implies metadata. There is no point knowing what to show if we don’t know how to show it.
Offline implies local data. Local data has to get there/be maintained. 1Gb of data is tough on Blackberry with a 2.8 Mb browser limit.
Cross-platform and single code base implies standards. Browser is the key. Browser rendering handles device interpretation.
Architecture Requirements
Private Cloud, Multiple Tenants
Private Cloud, Single Tenant
Suitable for clients that have small numbers of users and cannot justify their own private environment.
Synchronization platform is hosted. This connects to each client’s SugarCRM instance. Devices in turn connect to the synchronization server.
Suitable for clients that have larger numbers of users or have a security requirement/desire to be segregated.
Synchronization platform can be hosted or on premise. Connection as per multi tenant example.
Sync
Sync
Development Requirements
Major cross-platform development frameworks.
Tools such as these required to develop using a single code base.
Rhomobile only framework to offer synchronization.
Comparison
How do 3 mainstream solutions compare in terms of requirements demanded by the field force. Where are the differences?
How do the mainstream solutions compare?
Solution ComparisonSugarCRM iEnterprises RhoLogic
Offline
Bulk Sync
Device Mix
Customization
N/A
Our Solution: Rhologic
Sales Support
Accounts, Contacts & Leads
Opportunities, Quotes & Products
Calls, Meetings, Schedule
Accounts, Contacts & Cases
Tasks & Notes
Calls, Meetings, Schedule
iPhone Blackberry Android
iPad
Demonstration
Contact Details
RhoLogicLevel 112 Waterloo Road,North Ryde, NSW 2113Australia
Phone: +61 2 8090-7312Fax: +61 2 9887-4010
Web: www.rhologic.comEmail: [email protected]