Building An Application On The SugarCRM Platform
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This document discusses building applications on the SugarCRM platform. It provides an overview of what SugarCRM is as a customer relationship management platform and why developers may want to build on it. Key benefits of the SugarCRM platform for developers include its modular design, MVC framework, metadata driven views, user authentication/access controls, integration capabilities via a web services API. The document then demonstrates building a sample conference management application that handles registration, sessions, speakers, and sponsors using SugarCRM's tools and capabilities.
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Building An Application On The SugarCRM Platform
- 1. Building An Application On The SugarCRM Platform John Mertic ©2011 SugarCRM Inc. All rights reserved. 7/22/11 1
- 2. Who Am I? John Mertic http://jmertic.wordpress.com Twitter: @jmertic jmertic@sugarcrm.com ( Work ) jmertic@php.net ( PHP ) Community Manager for SugarCRM http://www.sugarcrm.com Read our blog at http://developers.sugarcrm.com/wordpress 3/24/2011 @2011 SugarCRM Inc. All rights reserved. 2
- 3. My books 3/24/2011 @2011 SugarCRM Inc. All rights reserved. 3 http://amzn.to/enioPV http://t.co/UFRHNSO
- 4. What is SugarCRM? Why build on SugarCRM? Examples of building on SugarCRM
- 5. Customer Relationship Management What is CRM?
- 6. CRM is about Customers
- 7. CRM is about Growing andRetainingCustomers
- 9. $46M in financing from NEA, DFJ, & Walden Intl.
- 11. 800,000+ users on 80,000+systems
- 12. World’s 3rd largest CRM company (by user count)
- 14. Over 52% billings growth FY 2010 vs FY 2009
- 15. 7 consecutive quarters of record growth
- 16. More than 2,200 new customers in FY 20107/22/11 8 Copyright ©2011 SugarCRM Inc. All rights reserved.
- 17. 7/22/11 ©2011 SugarCRM Inc. All rights reserved. 9
- 18. 7/22/11 ©2011 SugarCRM Inc. All rights reserved. 10 Why build on Sugar? Source: http://www.flickr.com/photos/uwehermann/132244825
- 19. 7/22/11 ©2009 SugarCRM Inc. All rights reserved. 11 Source: http://www.flickr.com/photos/29158681@N00/1397602154 Business Software
- 20. Business Software ( Developers Perspective ) 7/22/11 ©2009 SugarCRM Inc. All rights reserved. 12 Source: http://www.flickr.com/photos/binary_koala/3038323360
- 21. Why not just use one of the million existing web frameworks? 7/22/11 ©2011 SugarCRM Inc. All rights reserved. 13
- 22. So what does SugarCRM give you?
- 23. 7/22/11 ©2011 SugarCRM Inc. All rights reserved. 15 Source: http://nl.wikipedia.org/wiki/Bestand:Puzzle-piece.jpg Modular Design
- 24. MVC Framework 7/22/11 ©2011 SugarCRM Inc. All rights reserved. 16
- 25. Metadata Driven Views 7/22/11 ©2011 SugarCRM Inc. All rights reserved. 17
- 26. User Authentication and Access Control 7/22/11 ©2011 SugarCRM Inc. All rights reserved. 18
- 27. External Services Integration 7/22/11 ©2011 SugarCRM Inc. All rights reserved. 19
- 28. Web Services API 7/22/11 ©2011 SugarCRM Inc. All rights reserved. 20
- 29. 7/26/11 ©2011 SugarCRM Inc. All rights reserved. 21 Ease of Administration Source: http://www.flickr.com/photos/44124284912@N01/428051636
- 30. 7/26/11 ©2011 SugarCRM Inc. All rights reserved. 22 Easy to use developer tools Source: http://www.flickr.com/photos/skistz/398429879
- 31. 7/22/11 ©2011 SugarCRM Inc. All rights reserved. 23 Upgrade safeness Source: http://www.flickr.com/photos/christianacare/5124005356
- 32. So let’s build a business application Let’s build an application to manage a conference 7/22/11 ©2011 SugarCRM Inc. All rights reserved. 24
- 33. MotivatiConneeds Manage attendees Handle incoming attendee registration Manage speakers Allow session submission from the web Manage the Call for Papers process Track session feedback Manage sponsors Still allow them to update the application easily in the future 7/22/11 ©2011 SugarCRM Inc. All rights reserved. 25
- 34. Demo Time! ©2011 SugarCRM Inc. All rights reserved. 7/22/11 26
- 35. Resources 7/22/11 ©2011 SugarCRM Inc. All rights reserved. 27 http://t.co/UFRHNSO http://www.sugarforge.org http://amzn.to/enioPV
- 36. 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 at http://developers.sugarcrm.com/wordpress/?p=2320 7/22/11 ©2009 SugarCRM Inc. All rights reserved. 28
- 37. Questions? Slides available on SlideShare 3/24/2011 @2011 SugarCRM Inc. All rights reserved. 29
Editor's Notes
- What is SugarCRM? – What is CRM, who we are, various flavors.Why Build on SugarCRM – Talk about the components that make this an attractive platform to build onExamples – Live demo of using Studio / MB with Sugar, then showing off an already built application.
- CRM stands for <CLICK> Customer<CLICK> Relationship <CLICK> Management
- So CRM is not about technology butall about Customers, YOUR Customers.
- CRM help YOU grown and retain YOUR customersSo, what are the different ways YOU grown and retain YOUR customers?
- SugarCRM is this solution. SugarCRM is worlds fastest growing CRM company<CLICK> we are the world’s leading provider of Open Source CRM solutions. We are financially secure and have been cash flow positive since September 2010. SugarCRM is a privately held company, backed by some of the best venture capital firms in world.<CLICK> SugarCRM has enourmous market traction. In fact, with over 7,000 customers world wide and over 700,000 end users, SugarCRM is the 3rd biggest CRM company according to a recent discussion we had with Gartner. Salesforce has 2.5M users, Microsoft Dynamics has over 1M users and SugarCRM is 3rd with over 700,000 users.<CLICK> SugarCRM has also seen some wonderful momentum in the 2010 with revenue growth of over 50% from FY 2009 to FY 2010.
- The CRM model defines most business activitySugarCRM is designed to be a team player with other applications and servicesSugarCRM provides most of the common business application items you needSugarCRM is built upon the tried and true LAMP platformEvery 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
- Deals with interactions with their customersManages the growth and activity of their customersProvides reporting on their customers and servicesSimplifies communication between different areas in the company.Makes manual processes and workflows faster and more automatic.
- User authentication / managementCRUD style user interface ( Create Retrieve Update Delete )Support Import/Exporting of dataCustomizable interface to accommodate future growth needs
- Studio, Module Builder, and such