Tuesday, April 13th

Ballroom
The theme of this year’s SugarCon is “Evolve Your CRM”. In that spirit, SugarCRM welcomes author, filmmaker and population geneticist Spencer Wells to take us on an epic journey that spans the globe, using DNA to trace the migration routes of our ancient ancestors and revealing the incredible tapestry of human diversity created along the way.
Spencer Wells, Author, National Geographic
Spencer Wells, Author, National Geographic

This scientist, author, and documentary filmmaker has dedicated much of his career to studying humankind’s family tree and closing the gaps in our knowledge of human migration. Now a National Geographic Explorer-in-Residence, Spencer Wells is spearheading the Genographic Project, an extension of the work he began and documented in his first book and PBS film, The Journey of Man. His hope is that the project will capture an invaluable genetic snapshot of humanity before modern-day influences erase it forever.

Wells’ own journey of discovery began at the University of Texas, where he enrolled at 16, majored in biology, and graduated Phi Beta Kappa three years later. He then pursued his Ph.D. at Harvard University.

Wells conducted postdoctoral training at Stanford University’s School of Medicine with Luca Cavalli-Sforza, considered the “father of anthropological genetics.” It was there that Wells became committed to studying genomic diversity in indigenous populations and unraveling age-old mysteries about early human migration.

Pacific Heights

All too often, CRM is thought of as a product or tool, not a strategy. This mistaken assumption can lead companies astray. In this session, SugarCRM co-founder and vice president of products Clint Oram will provide a new framework for how companies should think about CRM. Based on years of experience working with companies of all sizes on CRM initiatives, Oram will distill the steps companies need to take to be successful in customer relations and how to avoid common pitfalls around CRM initiatives. At its heart, CRM is a strategy that demands a clear understanding of a company’s current state, and setting clear, quantifiable measurements for where they need to go.

Presentation Slides: CRM As A Strategy

Clint Oram, Co-Founder and VP of Products, SugarCRM
Clint Oram, Co-Founder and VP of Products, SugarCRM

Clint Oram is one of three co-founders of SugarCRM and co-led the product design and development as well as the customer services team through the first year of business. He is now responsible for Sugar product management and the Sugar Open Source community, including developer relations and Sugar’s community web site properties. Previously, Clint managed SugarCRM’s European operations, located in Dublin, Ireland.

Clint has spent over 15 years in the enterprise software industry. Prior to co-founding SugarCRM, Clint held a variety of professional services and product management roles at E.piphany, Octane Software, Hewlett Packard and PG&E. Clint holds a BS in Computer Science from Cal Poly San Luis Obispo and is a co-author of a software engineering patent.

Twin Peaks North

In this session Makara will cover a topic familiar to many SugarCRM implementors: deploying and managing many instances in the Cloud. From multiple clients and multiple departments to having development, test & staging environments, it seems suddenly everybody has their own instance. And then there is scaling, where SugarCRM requires a unique approach. Clouds such as VMware vCloud and Amazon EC2 enable deployments without waiting for hardware, but everything above the hardware is still left to do. Our speaker will cover the relevant issues, things to look out for, and demonstrate open source and managed solutions for automating deployment, scaling & management.

Presentation Slides: Deploying, Scaling, and Managing Many Instances of SugarCRM in the Cloud

Tobias Kunze Briseno, Chief Technology Officer, Makara
Tobias Kunze Briseno, Chief Technology Officer, Makara
With over 20 years of enterprise development and operations experience, Tobias drives application management and cloud computing technology for Makara. Previously he led Lycos' next-gen Platform Engineering division, growing Lycos' comparison shopping franchise including datacenter with 100+ servers based on OSS/LAMP.
Twin Peaks South
Dan Moore, Sr. Platform Strategy Advisor, Microsoft
Dan Moore, Sr. Platform Strategy Advisor, Microsoft

Dan Moore is a Senior Platform Strategy Advisor on the Cloud ISV Team at Microsoft, focused on building partnerships with ISVs towards the deployment of solutions on the Windows Azure Platform. Dan brings over 10 years of product development and marketing experience to bear on helping partners grow their business through partnering with Microsoft, previously in the consumer/entertainment segment and now in the SaaS ISV/cloud space. Dan got his start in technology through the music industry, producing records and soundtracks that eventually led to a contract role as a Sound Engineer for MSN in the mid 1990’s. He still operates his home studio for the occasional gig, and is actively performing around Seattle with his band of eight years.

Bhushan Nene, Principal Architect, Cloud ISV Team, Microsoft


Bhushan Nene, Principal Architect, Cloud ISV Team, Microsoft

Bhushan Nene is a Principal Architect in Cloud ISV Team at Microsoft. In his current role, he helps ISVs architect and design solutions Windows Azure Platform. He has over 15 years' experience developing enterprise applications. In 2008, he co-published 6 Office Business Applications for Office SharePoint Server 2007 (Microsoft Press) and authored several technical white papers as well. Bhushan can often be found speaking to developer and partner audiences regularly at Microsoft and partner events.

Napa
All leads are not created equal. Learn how to automate lead qualification and lead nurturing with SugarCRM and Pardot. This session will cover strategies on how to shorten the sales cycle with automated lead qualification processes; reduce marketing spend with lead nurturing; identify and prioritize qualified leads and align sales and marketing goals across the entire customer buying process.
Derek Grant, Vice President of Sales, Pardot
Derek Grant, Vice President of Sales, Pardot
Derek Grant is responsible for sales, business development, and partnerships at Pardot, the lead management automation vendor ranked number 1 in total cost of ownership by Forrester Research. Prior to his three-year tenure at Pardot, Derek spent seven years representing B2B technology and healthcare solutions, most recently as a Business Development executive at a Central Florida hospital. Prior to that, Derek served as a Regional Sales Representative at Datamaxx, where he sold enterprise software solutions to law enforcement and state criminal justice agencies. As the head of Pardot sales, Derek has played a major role in building Pardot's customer targeting and acquisition processes, propelling the brand to a leadership position in the marketing automation space. Derek holds a bachelor's degree from Florida State University and is a native of Tallahassee, Florida.
Sea Cliff
We have been trying for a very long time to get closer to our customers. Up until recently, we did this face to face, one on one and in small groups. Then the Internet and social media exploded. With Facebook, YouTube, Twitter, the channels to interact with prospects and customers expanded. Who are these new social customers and how can we use these technologies effectively? This session will define the new social customer – who they are, how they interact and how companies can engage with them.
Mitch Lieberman, VP of Strategic Solutions, SugarCRM
Mitch Lieberman, VP of Strategic Solutions, SugarCRM
Mitch Lieberman is a software industry veteran whose career spans 15 years with experience in software architecture and a broad spectrum of transactional business applications. Currently, with SugarCRM, he focuses his energy on customer satisfaction, with SugarCRM’s large enterprise customers and Fortune 1000 companies. Working with both internal as well as partner development teams he concentrates on establishing quick wins and high user adoption, leading to success. Prior to joining SugarCRM, Mr. Lieberman served as a Chief Architect for E.piphany where he also drove customer success by working with both Research and Development and Implementation teams to drive the strategy and design of Epiphany’s service-oriented products.
Telegraph
Simply stated, CRM is about attracting and retaining customers. These goals become more complex when you are competing against large financial services companies in the current economic climate. This session will describe how BancVue took on the big banks with the help of SugarCRM partner Levementum. The case study will detail how BancVue created a services-based architecture focused on four goals: grow core deposits, attract new customers, increase retention rates and boost profitability.
Geoff Mobisson, Managing Director, Technical Services, Levementum
Geoff Mobisson, Managing Director, Technical Services, Levementum
Geoffrey Mobisson is the founder and Managing Director of Levementum, a SugarCRM Gold partner. Geoff brings extensive leadership skills and more than a decade of CRM and Sales Operations experience to Levementum. Geoffrey’s experience in CRM has spanned multiple industries and multiple CRM platforms. Geoff has personally led several successful CRM and Change Management implementations for large and small global multi-channel sales organizations. Prior to his work at Levementum, Geoff was Executive Vice President and Founder of Dataweb Technologies, an Oracle Applications Consulting Firm. Geoff received a BS in Electrical Engineering from MIT and an MBA from the Harvard Graduate School of Business Administration.
Marina

SugarCRM is one of the most used CRM applications on the planet. The application has spawned countless books, web sites, blog posts and tweets about interesting things one can do with the platform. This session will save you the time of trolling the web for interesting ideas about how to use SugarCRM and distill 10 of the coolest things you didn’t know you could do with Sugar.

Susie Williams, Director of System Services, SugarCRM
Susie Williams, Director of System Services, SugarCRM

Susie Williams is the Director of System Services at SugarCRM. Her responsibilities include management of the Authorized Learning Partner program, manager of the Sugar Sales Demo and Training environments, and Dir. of Internal and customer-facing training initiatives. She was also the podcast host for the first year and a half of Sugar’s “60 Second Snippets” series. Prior to joining SugarCRM, Susie managed the Worldwide Sales Engineering organization at WebEx Communications, and has been involved with CRM vendors and implementations at Aurum Software, the Baan Company, and iBEAM Broadcasting. She received her B.A. in Computer Science at U.C. San Diego.

Presidio
Few companies can afford the luxury of starting with a clean slate when deploying SugarCRM. In many cases, data needs to be migrated to SugarCRM from various, disparate data sources. This migration is not always a simple task and should not be overlooked – indeed, its success is key to a rapid and solid deployment of SugarCRM. This session will present a practical methodology and identify tools for integrating data to SugarCRM and illustrate the various steps using Talend, the leading open source data integration solution for data migration, synchronization, data quality, and analytics.
Parham Parvizi, Senior Technical Consultant, Talend
Parham Parvizi, Senior Technical Consultant, Talend
Parham Parvizi is the Lead Technical Principal in the U.S. for Talend. He joined Talend in January 2008 and he is also a part of Talend's development team. He has been involved with many successful projects with Talend's clients. Parham came to Talend from a hardware design company where he was the lead application engineer in designing the world’s first single chip RFID. Prior to this, Parham was a freelance consultant involved in many ETL and BI projects, where he has experience as a BI reporting manager and designing many data warehouses in various large enterprise companies.
Pacific Heights
If there is one area of the sales process where representatives most often fall down, it is the discovery process. How can sales reps more effectively uncover customer pain and align business issues with the buying process? In this session, Jan Sysmans will share how to define a proper discovery process across sales teams and how to reinforce that process within SugarCRM. The result: better forecasts, more sales and happier sales reps (and managers). Presentation Slides: Using Sugar to Discover Value
Jan Sysmans, Director of Product Marketing, SugarCRM
Jan Sysmans, Director of Product Marketing, SugarCRM
Jan Sysmans is Director of Product Marketing at SugarCRM where he focuses on developing and evangelizing SugarCRM’s open source and SaaS solutions in the marketplace. A recognized industry thought leader, Jan spent over five years at Webex where he focused on business continuity, ease of use and viral adoption of its products. Jan also served as Marketing Chair for the SaaS Executive Council, an industry initiative aimed at promoting Software-as-a-Service solutions. A native of Belgium, he received his BS from the EHSAL School of Business and his MBA from ICHEC-MIME in Brussels.
Twin Peaks North
For over 100 years, FamilySearch has assembled the world’s largest collection of genealogical records. In spite of our efforts, billions of genealogical records remain, many in danger of destruction. To economically preserve the world's heritage and facilitate research, FamilySearch must create a global network of communities consisting of commercial and non-profit organizations as well as individuals. Come see how FamilySearch has leveraged the expertise of Plus Consulting, SugarCRM, Drupal and the Cloud to begin to create a worldwide community portal and communication platform.
Ransom Love, Senior Vice President, FamilySearch International
Ransom Love, Senior Vice President, FamilySearch International
Ransom Love has more than 25 years of experience in the information technology industry. In 1994 he founded Caldera, one of the first companies focused on bringing Linux to the enterprise. He led Caldera through a remarkable period of growth, making strategic acquisitions, raising more than $130 million in capital, and taking the company public in 2000. In 2002, he was the catalyst behind the creation of UnitedLinux—an alliance of leading Linux companies—whose goal was to create an enterprise-class, industry-standard Linux operating system. His wide-ranging experience also includes product management positions at Novell and Sanyo Icon. Mr. Love holds an Executive MBA and a BA in International Relations from Brigham Young University.
Twin Peaks South
The definition of effective customer management has completely changed - gone are the days of transactional, point to point phone calls and emails. The relationship building process has become more open and participatory, and requires collaborative capabilities- an open environment of teams, communitities and forums. These methods dramatically improve the relationship that companies like yours can have with their customers and partners. This session with discuss this new approach and the underlying technology required to make it a reality.
Aaron Fulkerson, CEO, Mindtouch
Aaron Fulkerson, CEO, Mindtouch
As co-founder and CEO of MindTouch, Aaron, in less than three years, has grown a small open source project into one of the world's most popular and positioned it as #1 in open source collaboration (source: Sourceforge.net) with tens of millions of users globally and an impressive customer list of Fortune 500 corporations, government agencies and mid-market companies. Prior to co-founding MindTouch, Aaron was a member of Microsoft’s Advanced Strategies and Policies division and worked on distributed systems research. Previously he owned and operated a successful software and Information Technology consulting firm, Gurion Digital LLP. He has held senior positions at software startups, has helped to launch several non-profits and businesses outside the software industry. Aaron received his BS in Computer Science from the University of North Carolina—Chapel Hill. He resides in San Diego, CA with his wife and two children. You can find Aaron on LinkedIn and Twitter.
Presidio
If you are a successful business chances are you're already familiar with the CRM basics, and are most likely utilizing a CRM solution today to help your sales organization to operate more effectively and efficiently. But, what if you want to go beyond the basic efficiency gains? One of the easiest and most effective solutions is integrating your business's key communication mediums with your CRM. Whether it is phone, email, chat, or sms, integrating key communication systems like your phone system with your CRM can achieve considerable efficiency gains for your sales or service agents as well as managers. This presentation will investigate how integration of your phone system and CRM system can result in real, measurable business benefits. We will also investigate how improvements in technology make an integrated solution more feasible for even the small and medium sized business.
Aron Aicard, Senior Director of Product Management, Fonality
Aron Aicard, Senior Director of Product Management, Fonality
Mr. Aicard joined Fonality in the summer of 2009 to help with product and company growth. He is currently responsible for end-to-end product management, including research, product definition, project management, pricing/packaging, & quality assurance. He prides himself on his ability to make decisions that mutually benefit customers and Fonality. After many years of frustration with the status quo in the business telephony market, Mr. Aicard nearly abandoned the space to work in a more customer-centric industry. After learning more about Fonality, he found new hope in this market, left his previous employer of 10 years, and set a course to help Fonality reshape telephony as we once knew it. Prior to Fonality, Mr. Aicard held several positions at Inter-Tel, including Director of Product Management and Director of Product Marketing. For roughly 7 years, he helped steer the definition, implementation, positioning and strategic direction of Inter-Tel's line-up of converged IP telephony solutions, including phones, applications and core systems. In 2007, Inter-Tel merged with Mitel leading Mr. Aicard into his most recent role prior to Fonality. He led an international team responsible for product management functions globally for all applications in the new Mitel portfolio. Mr. Aicard participates regularly in presentations and industry panels within the IP telephony community, including trade shows such as Internet Telephony Expo and VoiceCon, and has been published multiple times in Internet Telephony Magazine.
Napa
As cloud computing continues to evolve, enterprise content management (ECM) is already reaping the benefits of a true cloud architecture. In this session, John Powell, CEO of Alfresco Software, will outline the keys to successful ECM cloud deployments with examples of real-world, enterprise-level implementations highlighting the advantages of moving content to the cloud as well as the hybrid architectures that many enterprises require.
John Powell, CEO, Alfresco
John Powell, CEO, Alfresco
John Powell is President and CEO of Alfresco and has 25 years of enterprise software sales and operations experience. Prior to Alfresco, John was responsible for running worldwide operations at Business Objects®. During his tenure, Business Objects grew at 50% per annum to $415m and a market capitalization in excess of $6B. Business Objects was subsequently acquired by SAP for $6.8B. Powell founded Business Objects UK in 1991, and built the UK organization and then the global organization into the most successful Business Intelligence player worldwide. Prior to joining Business Objects, Powell worked in sales management positions at Oracle® and Comshare®. He has a BS First Class from Birmingham University.
Sea Cliff

Building a Social Business entails engaging customers via Social CRM to gain actionable insights so employees can leverage those insights into better experiences. Today, customers and employees are rigorously separated by a 'membrane,' limiting opportunities for learning and engagement. In this presentation, noted Social CRM thought leader Estaban Kolsky will tell you how to make that membrane porous; resulting in more effective employees and happier customers.

Presentation Slides: Your Company Must Be Social

Esteban Kolsky, Principal and Founder, Thinkjar
Esteban Kolsky, Principal and Founder, Thinkjar
Esteban Kolsky has over 22 years of experience in customer service and CRM consulting, research, and advisory services. Most recently he spent eight years at Gartner, focused on Customer Service and CRM research. While there he coined the terms for EFM (enterprise feedback management) and CIH (customer interaction hub). In addition, he researched and wrote on the social networking topics that led to today’s revolution and assisted Fortune 500 and Global 2,000 organizations in all aspects of their CRM deployments. Mr. Kolsky is currently advising vendors and organizations how to extend customer interactions from the CRM niche to the entire organization in their efforts to become Social Businesses.
Marina

What if sales, marketing and support reps loved their CRM system? What if it moved as fast as they did, reducing unnecessary steps and presenting a visually pleasing experience? This may sound heretical, but the bar is being raised at SugarCRM. Come join SugarCRM veteran Jason Nassi as he showcases some of the ways SugarCRM is making CRM not only simple and fast, but maybe even fun to use.

Presentation Slides: Navigating Sugar 6

Jason Nassi, Sr. Director of Product Management, SugarCRM
Jason Nassi, Sr. Director of Product Management, SugarCRM
Jason Nassi is the Senior Director of Product Management at SugarCRM. Prior to joining SugarCRM, Jason Nassi held a variety of technical support and engineering management positions at Netscape Communications, AOL, and Sun Microsystems. Jason holds a B.A from Brandeis University.
Telegraph

You have a system for almost everything you do in your business, but you probably don't have a marketing system. This session will give you practical advice on creating your marketing foundation and then building on it to generate consistent leads to grow your business. In addition to the strategic foundation you need, we'll discuss tactics for nurture marketing, referral marketing, installed base leverage and how to use the web and social media to amplify your message.

Daniel Kraus, President, Leading Results
Daniel Kraus, President, Leading Results
Dan Kraus is the president of Leading Results - a marketing services firm in the Boston area. They help small businesses to stop wasting money on marketing and start getting business building results through the use of a systematic and predictable marketing approach. Dan has spent over 20 years in technology marketing and sales and now works as a Duct Tape Marketing coach and as a fractional VP of Marketing for a number of small businesses. You can learn more about Dan and Leading Results at www.leadingresults.com or by email at dkraus@leadingresults.com.
Pacific Heights
Learn how to manage customer relationships effectively with the use of BPM technologies to help the business achieve its goals. This session will explain and demonstrate how SugarCRM and Bonita Open Solution work together in a real application. Among other features, you will learn how easy it is to define new business process with Bonita, how to connect them to SugarCRM through native and graphical connectors and how to turn your business process into smooth running applications.
Miguel Valeds-Faura, CEO, BonitaSoft
Miguel Valeds-Faura, CEO, BonitaSoft
Miguel Valdes Faura is the BonitaSoft CEO. Miguel co-founded the Bonita project in 2001 with the vision that BPM would become mainstream in every company's IT portfolio. Prior to BonitaSoft, Miguel was leading the BPM division at Bull. Miguel is a regular speaker at international conferences : JavaOne, Internet Global Congress, Open Source World Conference, javaHispano Conference, ObjectWebCon, COSGov, JavaBin.
Twin Peaks North
The open source market has matured, but still has a ways to go to reach its full potential for the enterprises that increasingly build their businesses on it. In this session, Matt Asay will give a "state of the union" update on open source, and will identify key areas that need to improve in order for enterprises to more fully leverage its disruptive power. Specifically, Asay will walk through how enterprises should approach the opportunities (and pitfalls) that open source and cloud computing provide.
Matt Asay, Chief Operating Officer, Canonical
Matt Asay, Chief Operating Officer, Canonical
Matt Asay has been involved with open source since 1998, and is one of the industry's leading open source business strategists. Asay is chief operating officer of Canonical, responsible for aligning strategic goals and operational activities, the optimization of day-to-day operations, and leadership of the company's marketing and back-office functions. Prior to Canonical Asay served as general manager, Americas, and vice president, Business Development, for open-source application leader Alfresco.
Presidio
In this session SIOS will cover a new SugarCRM offering for High Availability (HA) and Disaster Recovery (DR), leveraging the benefits of cloud computing. Take advance of cloud as your real-time failover instead of investing in expensive on-premise HA or DR server clusters. In this session you will learn about:
  • Cloud Security
  • High Availability via the Cloud
  • Disaster Recovery via the Cloud
  • Public Cloud use-cases
  • Deploying SugarCRM HA/DR
  • Application Monitoring & Real-time data replication
If you have mission-critical applications and associated business data, can you afford not to have a clear business continuity plan? And if you have a plan, can you afford not to consider the benefits of cloud computing such as: opex vs. capex, flexibility, time-to-market, and efficiency of resources?
Jim Kaskade, Chief of Cloud, SIOS Technology
Jim Kaskade, Chief of Cloud, SIOS Technology
Jim Kaskade is Chief Of Cloud at SIOS Technology and is responsible for SIOS’s global cloud strategy. Jim is a serial entrepreneur and CEO of 10 years. He is recognized in the Cloud Computing space, having founded, built and scaled one of the most advanced digital media SaaS companies which served over 10,000 enterprises. He’s founded four startups, two of which were sold to Fortune 1000 companies. He has also spent an additional 10 years building large enterprise data warehouse and data center infrastructure at companies including Teradata, NCR, and AT&T. SIOS is a recognized provider of Web application software and data center infrastructure, with a focus on the development and distribution of open source software.
Sea Cliff

What happens when social and mobile technologies become pervasive and persistent? Humans crave social interaction and now have the tools to be constantly connected regardless of space and time. Today, we’ve just begun to explore how simple self-publishing tools are interacting with early industries like journalism, PR, and marketing. Yet, despite these early advances, social technologies still have years to mature. During this presentation Jeremiah will answer: What happens when these technologies become pervasive and everywhere? How will websites change as a result of customers asserting their voices on every webpage? How will mobile technology fuel social behavior? This forward looking presentation will break down the trends that are coming from technology, their impact to business, and how customers will react. Attendees will walk away with a vision of the future as well as a plan to put into their long-term roadmap.

Jeremiah Owyang, Partner, Altimeter Group
Jeremiah Owyang, Partner, Altimeter Group
Jeremiah Owyang is an influential thought leader on web strategy, interactive marketing, and social technologies. He is experienced with emerging technologies that stem from the brand side, agency side, and industry analyst perspective. An accomplished speaker, Jeremiah has spoken all over the US as well as Asia and Europe and keynoted at prominent industry conferences including Internet Strategy Forum, Web 2.0 Expo, and SXSW. Previously, Jeremiah was a Senior Analyst at Forrester Research, focused on social computing for the interactive marketer. Prior to that, was the Director of Corporate Media Strategy at PodTech Network, a podcasting and online video startup. From 2005-2007 Jeremiah held the title of Manager of Global Web Marketing at Hitachi Data Systems and launched the community and blog program. He also served as the Intranet Architect at World Savings (now Wells Fargo) and was a user experience professional at Exodus Communications.
Telegraph

In this presentation on CRM best practices, Matthias Brueck shows how Roxtec was able to increase its productivity by 50 percent using SugarCRM across multiple countries. Roxtec, developer and producer of groundbreaking modular seals and turnkey solutions for cable and pipe seals, launched its CRM project in 2006. The goal was to install a user-friendly and affordable CRM system from a young and innovative company. It was also important to Roxtec to be able to modify the system themselves at any time. This presentation shows the implementation process, the successive enhancement of the functional scope for users and finally the incorporation of partner agencies and the successful collaboration across 200 CRM users in 16 countries.

Matthias Brueck, IT Manager Germany / Global CRM Support, Roxtec
Matthias Brueck, IT Manager Germany / Global CRM Support, Roxtec
Matthias Brueck is the IT Manager of Roxtec GmbH Hamburg and its sister company, GK Marine GmbH Ahrensburg. He is responsible for all company requirements having to do with hardware or software and the company website. After two years at the company, he launched a CRM project in 2006 with SugarCRM Professional working together with the sales director of Roxtec International AB from Sweden. Since then, as the manager of global CRM development, he has been responsible for expansion, training and support for 200 CRM users in 16 countries.
Marina

Great marketing campaign idea? Check. Snazzy HTML email? Check. Compelling Call to Action? Check. Great click-through rates? Check. Massive disconnect between sales and marketing? Check. All too often, marketing and sales are two ships passing in the night. In this session, Reem Bazzari will demonstrate how to create compelling marketing campaigns that deliver measurable value to sales. Topics will include set-up, execution and measurement of campaigns, we well as sales hand-off and response.

Reem Bazzari, Technical Marketing Manager, SugarCRM
Reem Bazzari, Technical Marketing Manager, SugarCRM
Reem Bazzari is a Technical Marketing Manager at SugarCRM. Her responsibilities include developing product training and demonstrations, as well as helping to guide SugarCRM’s product and competitive positioning. Previously, Reem helped to launch Sugar Exchange, SugarCRM’s commercial marketplace for partner extensions. Before joining SugarCRM, Reem worked in various marketing roles in the solar panel manufacturing and distribution industries. Reem holds a B.S. in Computer Science from Sonoma State University.
Twin Peaks South
Open Source software (OSS) is the backbone of Web and Mail services. Now web, communication, and business application are merging to a "Web desktop", which is going to be the next big battlefield for Google, Microsoft, hosters and telcos. The presentation explains why OSS-based messaging and groupware will be the starting point for the Web desktop, which can integrate telephone, business applications, social web services and simplify the aggregation of personal and business e-mail and contact information. OSS-based SaaS offerings will help all players in the food-chain: the software makers get a business-model that works, the service providers (hosters, telcos, carriers, ISPs) get higher volume and value offerings to sell, and customers get the cheap, ubiquitous communication tools that they desire. Moreover, only free and open software enables the next step of development -- enabling users to retain freedom and ownership of their data in the cloud.
Rafael Laguna, CEO and Co-Founder, Open-Xchange
Rafael Laguna, CEO and Co-Founder, Open-Xchange

Laguna was co-founder of Open-Xchange and chairman of the board until he took over responsibility as CEO in January 2008. Laguna was crucial to Open-Xchange’s extention to Software as a Service in 2006. He also formed the partnership with the world’s largest web host by known servers, 1&1 Internet AG.

Laguna worked as a business angel and consultant of software technology for several Venture Capital Funds. From 2002 to 2004, Laguna was crucial to the investment and the successful sale of SUSE Linux to Novell. From 2003 to 2006, he managed as chairman the turnaround of bäurer AG until its acquisition by Sage. Laguna acts as board member for asknet AG and comparis.ch.

Napa
Contivio.com’s Contact Center in the Cloud has revolutionized the market…if you have access to a browser and a headset, you can be up and running with an enterprise level contact center within minutes…including integration to any version of SugarCRM, whether vanilla or customized, hosted or on-premise! Delivered as a toolbar inside your browser or driven via any VoIP phone, Contivio.com provides inbound and outbound multi-channel (voice, email, fax, SMS and voice mail) capability with the advanced contact center functionality of million dollar systems yet is incredibly easy to maintain and support. Our patent protected “Angels” middleware is an intelligent suite of “robots” that learn how humans use software, providing unparalleled integration, IVR workflow and automation to any version of SugarCRM.
Simon Butler, Chairman & CEO, Contivio
Simon Butler, Chairman & CEO, Contivio

Simon has a strong history of growing and managing companies for value in the United States and Asia Pacific having held various "C" level positions within the corporate sector and partner positions in investment banking and private equity where he specialized in mergers, acquisitions and private equity placement. Over the past decade he has been operationally focused growing a number of technology firms to multi-million dollar EBIT lines and completing various trade sales.

Simon is the Executive Chairman and CEO of Contivio.com, Chairman of eOne Solutions (the largest global Microsoft Dynamics ISV with over 14,000 companies using its products) and is also a director of a number of other successful organizations. Simon holds bachelor degrees in Law and Commerce.

Pacific Heights

If there is one part of the sales process that leads to more frustration than any other, it is the sales forecast. How can sales managers create and deliver accurate sales forecast that deliver the predictability so desired by executives leadership? In this session, J.B. Bush, a recognized leader in sales performance management, will outline the proper steps sales leaders and sales reps need to take to remove the fiction from sales forecasts and deliver results as promised.

J.B. Bush, Managing Partner, ValueSelling Associates
J.B. Bush, Managing Partner, ValueSelling Associates
J.B. Bush has helped sales and marketing organizations around the world to achieve higher win rates and drive top-line revenue and productivity by mastering the ability to appropriately manage the dialog with prospects through the ValueSelling Framework®. Through workshops, keynote presentations, one-on-one consultation and coaching, JB has taught thousands of frontline sales representatives, managers and marketing teams to successfully conduct discovery sessions with their prospects and effectively manage their opportunities.
Marina

SugarCRM includes a workflow engine that enables users to automate key business processes inside their CRM system. These workflows can trigger alerts or assign tasks in order to make it easier for sales, marketing and support agents to perform their daily tasks in an optimal fashion. And of course, the flexible nature of SugarCRM allows users to dream up any number of custom workflows using the engine. Learn the basics of building workflows from Sugar Support Engineer Chris Raffle in this learning session.

Chris Raffle, Partner Support Supervisor, SugarCRM
Chris Raffle, Partner Support Supervisor, SugarCRM
Chris Raffle supervises the Partner Support team at SugarCRM and has been with the company since July 2007. His daily responsibilities entail dealing primarily with partners based in North and South America, while overseeing all aspects of the worldwide partner support. Prior to SugarCRM, Chris worked for Citizens Bank as a technical specialist supporting their online banking application. In addition, Chris also served as technical consultant for various companies in northeast Ohio and as a project manager for Xtrasource.
Telegraph
Achieving flexibility with cloud computing lowers risk in the short term by lowering TCO and accelerating time to market. Over the longer term, it preserves the agility companies need for future growth. In this session, Heath Flicker will talk about the efforts his company is making in bring SugarCRM customers to the Cloud, the benefits received and what other businesses need to consider when deploying CRM to the Cloud.
Heath Flicker, Managing Director, Plus Consulting
Heath Flicker, Managing Director, Plus Consulting
Heath Flicker has over 10 years of experience in the CRM field. He has worked in roles ranging from CRM project delivery, sales engineering, and strategic accounts. Currently, Heath is an Office Managing Partner and SugarCRM practice leader for Plus Consulting.
Twin Peaks South

How can companies overcome the critical last mile in CRM adoption? Learn how Riva's server-side integration between Exchange and SugarCRM bridges the last gap in user adoption.

By removing the limitations, problems and frustrations associated with installing, managing and supporting legacy Windows Outlook plug-ins, Riva Integration Server breaks through the CRM adoption barrier to allow companies to fully leverage their CRM deployment. See how Riva's advanced integration provides direct access to your SugarCRM opportunities, cases and quotes directly from ALL Exchange clients. See how Outlook, Microsoft Entourage, Outlook Web Access and BlackBerry and ActiveSync devices can natively support SugarCRM integration and interoperability with NO plug-ins.

Aldo Zanoni, CEO and Managing Director, Omni
Aldo Zanoni, CEO and Managing Director, Omni
Aldo Zanoni is the corporate visionary behind Omni's success. Since 1999, Omni has specialized in developing collaboration integration and management software. Riva Integration Server, the company's flagship product, delivers advanced, server-side integration for Microsoft Exchange and SugarCRM. As co-founder of three technology companies, Mr. Zanoni is a sought-after speaker at major technology trade shows globally and an effective CEO at Omni. Mr. Zanoni holds B.A. and B.Ed. degrees and has been a leader in the technology education field since first getting involved with technology in 1991.
Twin Peaks North

As one of the largest automobile manufacturers in the world, BMW is used to solving complex problems on a massive scale. In order to tackle its marketing and lead management challenges with over 100 dealers in Italy, BMW Italy turned to Open Symbol, a SugarCRM partner, to help solve lead collection, distribution and measurement. In this session, Open Symbol CEO Enrico Maggi will discuss how BMW Italy is using SugarCRM and Amazon EC2 to deliver highly available (and scalable) lead management services for its partner network.

Enrico Maggi, CEO and Co-Founder, OpenSymbol
Enrico Maggi, CEO and Co-Founder, OpenSymbol
Enrico Maggi is Co-Founder and CEO of Open Symbol, a technology consulting firm founded in 2004. Specializing in CRM, document management and open source technologies, Open Symbol is a CRM Gold Partner that has implemented customer management strategies for customers across southern Europe.
Presidio
Since its founding in 2004 SugarCRM has been widely used not only as a CRM application but as an enablement platform for a multitude of business processes. In this session, John Mertic, author of The Definitive Guide to SugarCRM, will explore using SugarCRM as a pure business application framework. John will explore SugarCRM’s MVC framework and how Sugar components work together. The session will conclude with a live example of adding new business logic to an existing module, showing how easy it is to do and how powerful Sugar can be as a business application framework.
John Mertic, Software Engineer, SugarCRM
John Mertic, Software Engineer, SugarCRM
John Mertic is a software engineer at SugarCRM, and has several years of experience with PHP web applications. At SugarCRM, he has specialized in data integration, mobile and user interface architecture. An avid writer, he has been published in php|architect, IBM Developerworks, and in the Apple Developer Connector, and is the author of the book The Definitive Guide to SugarCRM: Better Business Applications. He has also contributed to many open source projects, most notably the PHP project where is the creator and maintainer of the PHP Windows Installer.
Napa

The ubiquity of the web and now mobile applications notwithstanding, 80 percent of customer-to-business contacts still take place over the phone. When people need help, they pick up their phone. But when they do, they encounter at the other end of the call an Interactive Voice Response (IVR) system that embodies the opposite of customer care: they encounter customer abuse. The caller suffers through long prompts, is given menu options they don't care about, are made to wait, and then are often routed to the wrong agent. In this talk, Ahmed Bouzid will discuss how Angel.com's integration with SugarCRM has helped Angel.com implement Caller First™ applications – highly usable applications that put the needs of the caller as the highest consideration during the application’s design. The session will show examples of how call personalization shortens calls and increase first-call resolution when automating tasks that can be easily accomplished over the phone. It will also show how Angel.com’s integration with SugarCRM enables agents to efficiently handle callers by leveraging information during the routing process and by presenting agents with information retrieved from SugarCRM prior to routing the call. Finally, the session will explore how Angel.com’s newly launched reporting can help detect call pattern usage and how such information can inform the Voice User Interface designer make continual, incremental improvements to the application to optimize the application's usability.

Ahmed Bouzid, Dir. Product Management, Angel.com
Ahmed Bouzid, Dir. Product Management, Angel.com
Dr. Ahmed Bouzid heads the Product group at Angel.com. He is tasked with the mission of providing Angel.com with the ability to deliver rich on-demand and fully hosted solutions that are highly usable. Dr. Bouzid has over 10 years of experience in the fields of Speech and Natural Language Processing industry and has written extensively on Voice User Interface design and Natural Language Processing. He is the author of "The Elements of VUI Style: A Practical Guide to Voice User Interface Design," slated for publication in April 2010.
Sea Cliff

Social CRM goes beyond adding some Web 2.0 features to existing Web 1.0 CRM products. Instead of simply extending the life cycle of the product with some weak linkages to the new world of Web 2.0 tools, mashups and services, Social CRM must leverage the power of social networking not only for attracting and retaining existing or potential customers but also to develop emerging, self-organizing, user-driven communities of consumers and completely change the way broadcast-oriented businesses are structured today. This session will focus on real world example of how three companies - Citroen, Galp and Benfica, Porto and Sporting Telecom - applied social principles to allow customers to create value for the organization and for themselves.

Diogo Rebelo, CEO, DRI
Diogo Rebelo, CEO, DRI
Diogo Rebelo is co-founder and CEO of DRI, a company specializing in open source solutions with a focus on CRM, Entreprise Content Management and Web 2.0 platforms. He is very passionate about Marketing, Web 2.0 and Open Source. He is a recognized evangelist for free software in Portugal and a frequent author, speaker and presenter on topics related to Open Source.
Pacific Heights

As companies graduate from managing their business via spreadsheets and emails, they often focus on two core processes to grow their business – customer management and sales process. Unfortunately, these two processes are not always aligned. The results can lead to poor user adoption, misplaced incentives and lots of manual processes, not to mention a reduced ROI on both investments. In this presentation sales performance expert J.B. Bush will describe how to meld CRM and sales processes into a cohesive strategy that drives higher performance in sales and better customer satisfaction.

J.B. Bush, Managing Partner, ValueSelling Associates
J.B. Bush, Managing Partner, ValueSelling Associates
J. B. Bush has helped sales and marketing organizations around the world to achieve higher win rates and drive top-line revenue and productivity by mastering the ability to appropriately manage the dialog with prospects through the ValueSelling Framework®. Through workshops, keynote presentations, one-on-one consultation and coaching, JB has taught thousands of frontline sales representatives, managers and marketing teams to successfully conduct discovery sessions with their prospects and effectively manage their opportunities.
Twin Peaks North

With the rising acceptance of cloud-based computing, the difficulty of funding, acquiring, configuring and maintaining IT infrastructure has eased significantly - opening the door for broader and simpler use of applications, like Business Intelligence, throughout an organization. Join Brian Gentile for an interactive discussion on the benefit of using BI in the Cloud and the possibilities for widespread use and improved business insight that can result.

Brian Gentile, CEO, Jaspersoft
Brian Gentile, CEO, Jaspersoft
Brian Gentile brings a successful 24-year track record to Jaspersoft, helping it to become the open source business intelligence market leader, measured by product downloads, production deployments of its software, number of registered community members, and of course commercial customers. Prior to Jaspersoft, Mr. Gentile was Executive Vice President and Chief Marketing Officer at Informatica Corporation, the industry-leading data integration software company, where he helped the company grow consistently and substantially. Previously, Mr. Gentile served as Executive Vice President and Chief Marketing Officer for Brio Software, a leading business intelligence software provider, where he was responsible for the company’s global market position and strategy, product marketing, corporate marketing and strategic partner relationships. Prior to Brio, as a Vice President at Sun Microsystems, Brian created Sun’s first-ever worldwide Developer Relations team and helped build the Sun and Java Developer Connection Programs, which reached over 2 million active members during his tenure. And prior to Sun, Brian led Apple’s Evangelism and Developer Relations team, enabling 10,000 independent software vendors to work closely and successfully with Apple’s products and technologies.
Twin Peaks South

Web-based applications have proven their ability to improve performance and reduce costs. Yet, for many companies, the problems of information silos and data integration not only persist, they have increased. The next generation of applications delivered over the Web will move beyond controlling cost to delivering a seamless experience for customers and business users. In this session, Mike Vetter, CEO of DataSync, will explore the implications of running your entire business in the cloud with the results that easily surpass the first generation of web applications.

Mike Vetter, CEO, DataSync
Mike Vetter, CEO, DataSync
Mike Vetter is the founder of DataSync, and currently serves as CEO. Mike is a business developer who is passionate about building great software to help businesses become more productive. In 2009, DataSync released its flagship product, DataSync Suite, to a large audience of developers and businesses. He is involved in building the team, driving growth, and shaping the vision and direction behind DataSync. Mike brings over ten years of experience in sales, marketing, project management, e-commerce, network security, and bank software implementation to the DataSync team. Mike enjoys all things outdoors, including mountain biking, surfing, and ice hockey. Mike grew up in Madison, SD and holds a B.S. from Dakota State University in e-commerce and computer security.
Presidio

Do you manage a high volume of geographically sensitive data in SugarCRM? Do you want to extend Sugar to create cool new views into your prospect and customer base? This presentation by SugarCRM customer Milsoft will show you how to develop valuable geographic functionality on your own with small changes to SugarCRM. In doing so, administrators and developers can deliver a whole new set of functionality that your company can use to its advantage.

Asa Kusuma, Business Development Web Programmer, Milsoft
Asa Kusuma, Business Development Web Programmer, Milsoft
Asa Kusuma is a web developer and Computer Science major at Abilene Christian University. Since 2006, he has developed web-based applications for Georgetown University, George Mason University, and Milsoft Utility Solutions. At George Mason University, he helped develop Zotero, a popular research tool used by many educational institutions. Asa blogs at asakusuma.com and is an active member of the SugarCRM development community.
Telegraph

Thomas Cook and Geovariances are two very different companies with a similar goal – exploring the world. Thomas Cook helps travelers explore the globe; Geovariances helps companies utilize geostatistics to aid in civil engineering, exploration and development projects. What both these firms also have in common is that they worked with SugarCRM Gold Partner Synolia to enhance the customer experience and get marketing, sales and support on the same page. Attend this session to learn how Thomas Cook and Geovariances are building better businesses with Sugar.

Stéphane Calimodio, Co-Founder & CRM Division Director, Synolia
Stéphane Calimodio, Co-Founder & CRM Division Director, Synolia
Stéphane Calimodio is Co-Founder and CRM Division Manager of Synolia, a SugarCRM Gold partner located in Lyon, France. Stéphane holds the distinction of being one of the first original SugarCRM community members and Synolia is the longest-serving SugarCRM partner in the world. In his nearly six years of involvement with the company, Stéphane has build a variety of popular Sugar extensions, including the first translation of the application into French and integrations with Twitter, Google and other popular web applications.
Marina

“If it is important, measure it”, the saying goes. This session will focus on what you should measure in Sugar and how. SugarCRM reporting expert Ryan Meeker will detail how to use and modify standard reports, create and share custom reports and take advantage of matrix reporting, run time filters and the Reports Wizard. Learn how to get the most out of the deep reporting capabilities inside Sugar, and come away from this session a power reports user.

Ryan Meeker, Sales Operations Manager, SugarCRM
Ryan Meeker, Sales Operations Manager, SugarCRM
Ryan Meeker is a Sales Operations Manager at SugarCRM where he focuses on global sales processes, lead management and executive reporting. Previously, he managed the lead qualification team at the company. Ryan’s quantitative background and knowledge of SugarCRM has made him one of the most prolific and expert users of SugarCRM’s reporting functionality. Ryan began his career in accounting with KPMG after graduating with a degree in Business Management Economics from the University of California, Santa Cruz.
Sea Cliff

The intersection of the Social Web and Mobile Technology holds great promise for staying connected and nurturing relationships. The temptation is high to connect with thousands of professionals on major social networks. What an exciting time! But with exciting times come challenges -- starting with a strong feeling of amnesia. How often do we look at a someone’s profile and think, “How do I know this person? Why are we friends? And, who are all these other people?” This session will review various best practices you can use to manage massive amount of connections across several networks. As well as ways to maintain and rejuvenate relationships as needed.

Philippe Cases, President and CEO, Spoke Software
Philippe Cases, President and CEO, Spoke Software
Philippe Cases has spent over 16 years as a Venture Capitalist in Europe and then in the United States focused on Information Technology. One of his core investment focus was the intersection of the web, analytics and CRM with successful investments over time such as Rightpoint (acq. by Epiphany), Adknowledge (acq. by CMGI), Inquira and more recently Spoke Software. He also currently sits on the board of Jaspersoft, an Open Source Business Intelligence company, and VentureBeat, the technology blog about Tech Money and Innovation.
Napa

Formulating a Customer Relationship Management (CRM) strategy is a lot like dating. It can be fun but it can also be a lot of work to find the right match. What types of people are right for you? What types are clearly not worth your energy? Successful companies need to figure out whom to target and what attracts customers to you have. This session will examine how to build successful CRM relationships where both partners work toward the best possible understanding of the other and themselves. It will show how properly formulated CRM initiatives reap understanding not only of your customers, but also of your business. And how advancing both of these goals will lead to the most productive, satisfying and enduring customer relationships.

Greg Nelson, Director of Customer Engagement, agencyQ
Greg Nelson, Director of Customer Engagement, agencyQ
Greg Nelson is head of the customer engagement and loyalty practice at agencyQ, a full-service digital marketing agency based in Washington, DC. Greg offers his vast experience in conceptualizing and implementing ROI driven integrated marketing programs for Q’s clients. He has helped companies such as Nextel, US Airways, Carlson Hospitality Worldwide, MCI, Delta, Fedex Kinko’s and Revolution Health develop CRM initiatives that build customer relationships, drive market share and increase brand loyalty. He is a graduate the Cornell School of Hotel Administration.
Marina

The nature of sales organizations are changing due to the Web, open source and cloud computing. Gone are the days of pure outbound marketing where cold calling and push marketing were the norm. Under the new model, inbound marketing and leads are creating a new set of opportunities and challenges for the sales manager. In this session, Vince Randazzo will share his experience managing a high-volume, inbound-focused sales organization and how his team uses Sugar to manage and optimize every phase of this new selling process.

Vince Randazzo, Sales Manager, Inside Sales, SugarCRM
Vince Randazzo, Sales Manager, Inside Sales, SugarCRM

Vince Randazzo is a Manager of Inside Sales at SugarCRM where he is responsible for managing high-volume sales operations. Previously, he helped manage SugarCRM’s customer advocacy team where he worked with hundreds of SugarCRM customers to make sure they were getting the most from their CRM investments. Vince brings over 12 years of experience to SugarCRM, including roles at Pillar Data Systems, IronPort Systems and Verisign. He graduated with a BS from San Jose State University.

Pacific Heights

This presentation will demonstrate how Informer software delivers immediate insights into Contacts, Leads and Prospects, enabling SugarCRM users across the organization to monitor business performance as the data is changing. How? Informer delivers real-time access to multiple data sources, allowing organizations to quickly and easily link data in a SugarCRM database to data in other databases from a single point of Web-based access for ad hoc reporting, report customization and comprehensive analysis.

Andrea Dawkins, R&D Programmer, Entrinsik
Andrea Dawkins, R&D Programmer, Entrinsik
Andrea Dawkins is currently a R&D Programmer for Entrinsik. She received her Master of Science degree in Computer Science from North Carolina State University. Andrea has developed several custom modules in Sugar to handle Entrinsik-specific operations and Entrinsik’s own Informer software is used for reporting, which easily links Sugar’s MySQL database to various other internal data sources. Her experience includes User Interface Design, Google Web Toolkit, Web Development, Business Intelligence, Reporting, Analytics, Multivalue Databases, Hibernate, SQL, Java, PHP, CSS, HTML, JavaScript, Photoshop and Flash.
Twin Peaks South

SugarCRM's Open Cloud provides a powerful on-demand CRM platform. But what if you want to connect your SugarCRM On-demand implementation with another application running in a different cloud?

This is just what SugarCRM partner iNet Process set out to do with SugarCRM running in Sugar Open Cloud, and KnowledgeTreeLive, running in Amazon EC2. In this presentation, we’ll talk about how the power and flexibility of the SugarCRM module architecture, coupled with the extensibility afforded by KnowledgeTree’s web services layer made it possible to connect these applications.

Now, users of SugarCRM On-Demand can gain visibility into their KnowledgeTreeLive document repository through one seamless interface that streamlines their daily sales activities. See first-hand how easy it is to create a cloud mashup and how business users can benefit from integrated CRM and document management software.

Daniel Chalef, CEO, KnowledgeTree
Daniel Chalef, CEO, KnowledgeTree
Daniel's 14-year career in technology spans senior management, business analysis and engineering positions at software, Internet and telecommunications companies. Prior to leading the commercialization and growth of KnowledgeTree, Daniel was CTO and board member at Jam Warehouse, a South African systems integrator. While there, Daniel led enterprise content management and workflow software implementation projects for premiere global retailers and consumer goods companies including Tesco PLC, Britvic PLC, and Foschini Group. Daniel is a graduate of the University of Cape Town, with an honors degree in business science and information systems. Follow Daniel's regular blog posts on content management and open source software. Follow Daniel on Twitter: @danielchalef.
Lionel Fernandes, iNet Process


Lionel Fernandes, iNet Process

Lionel Fernandes is the co-founder of iNet Process, a SugarCRM Gold partner based in Paris, France. iNet Process is an active member of the SugarCRM community, and Lionel managed the conception and creation of some of the most popular plugins on SugarForge, including iNetDocs and iNetGoogleMaps. Prior to founding iNet Process, Lionel worked for Ernst & Young. He has masters degrees in Finance/Economics and Information Systems.

Presidio

HTML, CSS and JavaScript are quickly becoming the default development languages for creating native mobile applications. By Using Appcelerator's Titanium, developers can use their web skills to extend Sugar's applications to the iPhone, iPad, Android mobile platforms, as well as Windows and Linux on the desktop. This session will focus on the technology trends powering this move and how developers and users can benefits from the move to native applications on mobile devices.

Jeff Haynie, CEO, Appcelerator
Jeff Haynie, CEO, Appcelerator
Jeff Haynie is co-founder and CEO of Appcelerator. Jeff is a long-time serial entrepreneur, technologist and blogger. Previously, Jeff was Co-founder and CTO of Vocalocity, a software provider in the communications arena and before that, CTO of eHatchery, a digital incubator and off-shoot of Bill Gross' idealab!. Jeff has worked on numerous standard committees such as IETF and W3C as well as core contributor to a number of important open source technologies such as JBoss and OpenVXI. Jeff served with distinction in the U.S. Navy. Jeff blogs at http://blog.jeffhaynie.us and can be found on twitter @jhaynie.
Napa

CPX Interactive has customized and extended SugarCRM from its core Customer Relationship Management features to include Supplier Relationship Management, Proprietary Transactional Workflows, Internal Controls, Integration with Financial Systems (Epicor), Business Intelligence Systems (Pentaho) and Proprietary Systems (CPX adROIt ad server). These enhancements have made Sugar the primary operational system for all CPX employees worldwide. The session will review the CPX system and will focus on how and why CPX chose to enhance SugarCRM as opposed to implementing or building an alternative solution. The session will also include several guidelines for other companies to utilize in implementing SugarCRM as a Transactional Platform.

Sid Fein, Executive Vice President, Technology, CPX Interactive
Sid Fein, Executive Vice President, Technology, CPX Interactive
Sid has over twenty years of experience in implementing technical solutions at organizations including Siemens Corporation, Itochu International, Town Sports International/New York Sports Clubs and Columbia House. He has led multi-national development teams in building massive web-based applications. At CPX Interactive, Sid has led a multi-year development of an ad serve which can serve more than 100,000 targeted ads per second. Sid holds a Bachelor of Science in Technology and Marketing from NYU and an Executive MBA from Hofstra University.
Sea Cliff

SugarCRM’s Expert Panel will wrap up the first day of the Social CRM track with a discussion on how companies can apply cutting edge ideas in social media to their current customer management practices. The panel will focus on new products, services and companies the experts find exciting, which efforts miss the mark when it comes to social engagement and how the next generation of CRM will look completely different than the current form. Audience participation and tweets welcome!

Martin Schneider, Director of Marketing, SugarCRM
Martin Schneider, Director of Marketing, SugarCRM

Martin Schneider is Director of Marketing at SugarCRM. In his role, Martin handles competitive intelligence, marketing positioning and analyst relations. Prior to joining SugarCRM, Martin held the position of senior analyst with technology industry research firm the 451 Group, headquartered in NYC. Martin covered the CRM landscape for the 451, analyzing and consulting on such topics as Software-as-a-Service, business intelligence and open source applications. Martin also covered the CRM space as news editor with CRM Magazine in New York.


Esteban Kolsky, Principal and Founder, Thinkjar

Esteban Kolsky has over 22 years of experience in customer service and CRM consulting, research, and advisory services. Most recently he spent eight years at Gartner, focused on Customer Service and CRM research. While there he coined the terms for EFM (enterprise feedback management) and CIH (customer interaction hub). In addition, he researched and wrote on the social networking topics that led to today’s revolution and assisted Fortune 500 and Global 2,000 organizations in all aspects of their CRM deployments. Mr. Kolsky is currently advising vendors and organization how to extend customer interactions from the CRM niche to the entire organization in their efforts to become Social Businesses.


Jeremiah Owyang, Partner, Altimeter Group

Jeremiah Owyang is an influential thought leader on web strategy, interactive marketing, and social technologies. He is experienced with emerging technologies that stem from the brand side, agency side, and industry analyst perspective. An accomplished speaker, Jeremiah has spoken all over the US as well as Asia and Europe and keynoted at prominent industry conferences including Internet Strategy Forum, Web 2.0 Expo, and SXSW.


Sameer Patel, Partner, Sovos Group

Sameer Patel is a founding partner at the Sovos Group - a consulting firm that helps leading organizations accelerate employee, customer and partner performance via the strategic use of social and collaborative approaches and technology.

Sameer has spent a decade managing engagements for large organizations helping them define and execute sustainable programs that drive lead generation, business partner network optimization, sales and marketing operational effectiveness, customer acquisition and employee productivity.

He has worked with well known organizations such as BitTorrent, Ingres, Sun Microsystems, KPMG, McKessonHBOC, WR Wrigley Jr. Co., The Sabre Group, Grupo Televisa (Mx), and Cardinal Health.


Diogo Rebelo, CEO, DRI

Diogo Rebelo is co-founder and CEO of DRI, a company specializing in open source solutions with a focus on CRM, Entreprise Content Management and Web 2.0 platforms. He is very passionate about Marketing, Web 2.0 and Open Source. He is a recognized evangelist for free software in Portugal and a frequent author, speaker and presenter on topics related to Open Source.

Telegraph

This session will cover how to plan, develop and deploy a SugarCRM-powered Portal to achieve your business objectives. Customer self-service, customer satisfaction surveys and Partner Relationship Management can all be implemented through a portal integrated with SugarCRM. Going further, it is possible to rapidly develop robust, customer-facing, web applications using the SugarCRM platform and a portal. Examples of portal projects Lampada Global has delivered include a paternity testing system, equipment provisioning systems and an enterprise ergonomic testing solution. Come to this session to learn how to efficiently deliver services to your customers and partners through a SugarCRM-powered Portal.

David O'Keefe, CEO, LampadaCRM
David O'Keefe, CEO, LampadaCRM

David O'Keefe has been working with SugarCRM since 2005, building Lampada Global into a leader among open source systems integrators worldwide, specialized in SugarCRM. Since 2005, Lampada has delivered more than 130 projects to customers in the US, Brazil, Canada, Europe and Australia.

Twin Peaks North
A customer purchase of software is about 'value'; not open or closed source; nor open or closed clouds. In this session, we will examine how open source is not an end unto itself but a possible means to an end, from a vendor perspective. We will also see how customer purcase decisions are fundamentally about the 'value' they derive or don't derive from a purchase. Open source and open cloud, is but incidental in the purchase process and decision.
Navin Nagiah, President & CEO, Dotnetnuke
Navin Nagiah, President & CEO, Dotnetnuke
Navin is a senior business executive with extensive marketing, strategy, and operational experience in high-technology enterprises in the United States, Europe, and Asia. Prior to joining DNN Corp., Navin served as President and CEO of CIGNEX, an open source ECM company, and was the founder, president, and CEO of Xisource, a San Francisco-based enterprise software company with offices in London and Mumbai. Before Xisource, he was one of the founding employees of Internet Securities Inc., where he set up the company’s operations in India, China, Hong Kong, and Southeast Asia, and was the managing director for Asia at the time of the company's $60 million merger with Euromoney (LSE Symbol: ERM). Navin also has extensive experience as a board member/advisor of pre-IPO companies and holds a Master's degree in electrical engineering from Kansas State University.
SugarCon 2010