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How do your users use Sugar Mobile?

Brenda Rossetto

Hi everyone, it's Brenda with SugarCRM here - I work on the documentation team and in particular, I document Sugar Mobile, among other products.

I'm curious to know how you and/or your users use the mobile app! What are your typical use cases? Sales reps making in-person visits to prospects, service agents making service calls to customers, or something else entirely?

I'd love to hear more about your industry and your specific usage of the app:

  • Which modules you use on mobile

  • Which additional mobile features (dashlets, SugarBPM processes, calendar, the brand new Doc Merge, etc.) you take advantage of

  • If you rely on offline mode much

  • If you use an SDK-customized version of the app or not

Include as little or as much detail as you like. Slight smile

I'd love to get your input so I can learn more about the ways the mobile app is being used. I'm interested to learn more perspectives and it also helps me understand how to frame the user guides (Android and iOS) and what types of use cases are worth walking through in help articles.

Thanks in advance for sharing!

-Brenda

Parents

  • Hi Brenda,

    here some quick fire answers from our side:

    Modules:

    Regarding the most important entities, we are mainly using Accounts, Contacts and Opportunities on Mobile. We will probably add Quotes to the mix soon, since we are shifting from a previously heavy use of opportunities only for the full product lifecycle to using Quotes and QLIs as well. Addtionally of course, calls and meetings - our SalesReps love the functionality of Speech to Text to fill in Description fields and making notes as well as the option to directly create a call in the app, when dialing directly from the app.

    Additional Features:

    Currently none of them, because we are not on a version with the system that supports most of those (still on 11.0).

    Offline Mode:

    We don't use it, since our users need to have VPN activated to access the system, that's why they only use the app  in online mode, anyway.

    SDK:

    Nope, we are using the app in standard version.

    Hope it helps!

    Best regards,

    Julia

Reply

  • Hi Brenda,

    here some quick fire answers from our side:

    Modules:

    Regarding the most important entities, we are mainly using Accounts, Contacts and Opportunities on Mobile. We will probably add Quotes to the mix soon, since we are shifting from a previously heavy use of opportunities only for the full product lifecycle to using Quotes and QLIs as well. Addtionally of course, calls and meetings - our SalesReps love the functionality of Speech to Text to fill in Description fields and making notes as well as the option to directly create a call in the app, when dialing directly from the app.

    Additional Features:

    Currently none of them, because we are not on a version with the system that supports most of those (still on 11.0).

    Offline Mode:

    We don't use it, since our users need to have VPN activated to access the system, that's why they only use the app  in online mode, anyway.

    SDK:

    Nope, we are using the app in standard version.

    Hope it helps!

    Best regards,

    Julia

Children
  • Sugar Employee Badge in reply to Julia Weinhold

    Hi Julia, thanks for all the input! Glad to hear the speech-to-text option is working well. As I was just saying to Mark above, I don't enjoy typing on a touch screen myself!

    Ah that makes sense - as VPN users, you don't have the choice but to use the app while online.

    Once you upgrade to a newer Sugar version, be sure to check out some of the mobile versions of the new features. There's some really cool stuff the team has released in the last year or so. It's been an exciting and busy year for me trying to keep up with documenting it all. Smiley