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SugarCRM - Your next business application framework ( LinuxTag 2010 )
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SugarCRM - Your next business application framework ( LinuxTag 2010 )

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SugarCRM is the world's leading provider of commercial open source CRM software, available in both an On-Demand and On-Premise version and comes with a GPLv3 license. What most people don't realize is …

SugarCRM is the world's leading provider of commercial open source CRM software, available in both an On-Demand and On-Premise version and comes with a GPLv3 license. What most people don't realize is that SugarCRM is also a very extensible and easy to use open source business application platform, enabling you to automate and manage your organization's processes with ease, building upon a powerful application framework tailor made for business applications. In this talk we'll explore the platform and what all it provides, and show how easy it is to customize and build upon it from the GUI as well as through writing PHP code.

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  • Every business has people they deal with ( clients, customers, accounts, etc )Every business has stuff with those people ( calls, meetings, tasks, and emails ) to manage in relationship with their people ( customers, clients, accounts ).Extensive web services APIConnectors API
  • Transcript

    • 1. SugarCRM - Your next business application framework
      John Mertic
      SugarCRM
      ©2010 SugarCRM Inc. All rights reserved.
      6/8/10
      1
    • 2. Agenda
      Why SugarCRM should be your next business application framework ( 20 minutes )
      Demo of a customized SugarCRM instance ( 20 minutes )
      Questions ( 20 minutes )
      6/8/10
      ©2010 SugarCRM Inc. All rights reserved.
      2
    • 3. Business Software
      Common characteristics
      Deals with interactions with their customers
      Manages the growth and activity of their customers
      Provides reporting on their customers and services
      Simplifies communication between different areas in the company.
      Makes manual processes and workflows faster and more automatic.
      6/8/10
      ©2009 SugarCRM Inc. All rights reserved.
      3
    • 4. Business Software ( Developers Perspective )
      Common characteristics
      User authentication / management
      CRUD style user interface ( Create Retrieve Update Delete )
      Support Import/Exporting of data
      Customizable interface to accommodate future growth needs
      6/8/10
      ©2009 SugarCRM Inc. All rights reserved.
      4
    • 5. Why is SugarCRM suited for this task?
      The CRM model defines most business activity
      SugarCRM is designed to be a team player with other applications and services
      SugarCRM provides most of the common business application items you need
      SugarCRM is built upon the tried and true LAMP platform
      6/8/10
      ©2010 SugarCRM Inc. All rights reserved.
      5
    • 6. 6/8/10
      ©2010 SugarCRM Inc. All rights reserved.
      6
    • 7. Why not just use one of the million existing web frameworks?
      They solve the problem too generically
      SugarCRM comes with all the basics out of the box
      Many customizations don’t even require custom coding.
      6/8/10
      ©2010 SugarCRM Inc. All rights reserved.
      7
    • 8. So let’s build a business application
      Let’s build an application for Eastern Pools
      They sell and service pools, hot tubs, and accessories.
      Located in Barberton, Ohio, USA, just in case you want to buy a hot tub 
      6/8/10
      ©2010 SugarCRM Inc. All rights reserved.
      8
    • 9. Eastern Pools needs
      Management of both corporate customers and retail customers ( B2B and B2C )
      See what products customers have
      See historically any work they have done for them
      Simple inventory management
      Track items on hand
      Scheduling of service appointments
      Manage service crews
      Not see things that they aren’t using
      But keep them around in the background just in case they grow to use them
      Still allow them to update the application easily in the future
      6/8/10
      ©2010 SugarCRM Inc. All rights reserved.
      9
    • 10. Demo Time!
      ©2010 SugarCRM Inc. All rights reserved.
      6/8/10
      10
    • 11. Resources
      6/8/10
      ©2010 SugarCRM Inc. All rights reserved.
      11
      http://developers.sugarcrm.com
      Buy my book!
    • 12. Thanks for coming!
      Slides available at
      Blog - http://jmertic.wordpress.com
      Twitter - @jmertic
      6/8/10
      ©2010 SugarCRM Inc. All rights reserved.
      12