linuxtag 2011 - using sugarcrm when you aren't doing crm examples of sugarcrm as a platform
DESCRIPTION
Most people see SugarCRM and think it can only work for one kind of use case, where a company is interested in managing it's clients and customers. But SugarCRM is more than a CRM application; it's a application framework where you can build any kind of business or organization application on top of. And best of all, it's available under the AGPLv3 license, making the source code available to everyone.In this talk, I will demo several different customizations done that stretch SugarCRM past it's CRM boundaries and show it's ability as a flexible, PHP based, rapid application development platform.TRANSCRIPT
©2011 SugarCRM Inc. All rights reserved.
Using SugarCRM when you aren't doing CRM Examples of SugarCRM as a platform
John Mertic
Community Manager
Who Am I?
John MerticContact Info
http://jmertic.wordpress.comTwitter: @[email protected] ( SugarCRM )[email protected] ( PHP )
Community Manager for SugarCRM
http://www.sugarcrm.comhttp://www.sugarforge.org
3/24/2011 @2011 SugarCRM Inc. All rights reserved. 2
Buy my book!http://amzn.to/enioPV
Agenda
What is CRM?
Where CRM is going?
Case Studies
Customer Relationship Management
What is CRM?
What is CRM?
CRM is about Customers
What is CRM?
CRM is about Growing and Retaining Customers
Where is CRM going?
x AnythingRelationship Management
Where is CRM going?
xRM is about Connections
Where is CRM going?
xRM is about Building and Fostering Connections
StoryCorps is an independent nonprofit whose mission is to provide Americans of all backgrounds and beliefs with the opportunity to record, share, and preserve the stories of our lives.
Since 2003, StoryCorps has collected and archived more than 30,000 interviews from more than 60,000 participants. Each conversation is recorded on a free CD to share, and is preserved at the American Folklife Center at the Library of Congress.
Case Study 1 - StoryCorps
Default language definitions in SugarCRM are sales-related.
NGOs don’t “sell,” we reach out to communities, form partnerships and perform mission-driven services.Is there a general or universal lexicon that could better serve the NGO community?
What did they do? Customize the language stringsCustomizing SugarCRM to fit the language used within your organization, is critical to the success of your implementation, and it’s easy to do!
Original
• Account (module)• Opportunity (module)• Sales Stage (field)
StoryCorps
• Organization• Partnership• Status
Strategy for Customizations
Founded in 1988, The Robin Hood Foundation targets poverty in New York City through the unique approach of applying sound investment principles to philanthropy.
Robin Hood gives 100% of every donation to New Yorkers in need. It plays an active role in improving the effectiveness of the organizations it funds through Management Assistance programs and uses a Metrics-based approach to measure their success.
Case Study 2 - The Robin Hood Foundation
Custom Language files for appropriate labeling
Grants Management
Robin Hood Grantee
Individual Grants Roll Up to A Grantee
A Core Grant Record
Grants Management – Grant Rollup
Payments Roll Up to A Core Grant
A Payment Record
Grants Management
What does this mean about SugarCRM?
SugarCRM is a platform for Building and Fostering
Connections
Resources
04/12/2023 ©2011 SugarCRM Inc. All rights reserved. 18
http://www.sugarforge.org
Buy my book!http://amzn.to/enioPV
04/12/2023 ©2009 SugarCRM Inc. All rights reserved. 19
SugarCRM Community
Join the Monthly Community Webinar
When: 3rd Wednesday of each month at 15:00 GMT
Where: WebEx ( http://bit.ly/iJANYC )
More information athttp://developers.sugarcrm.com/wordpress/?p=2320
Questions?
@2011 SugarCRM Inc. All rights reserved.3/24/2011 20