4/12/10<br />©2010 SugarCRM Inc. All rights reserved.<br />1<br />
©2010 SugarCRM Inc. All rights reserved.<br />Sugar as a Business Application Framework<br />John Mertic<br />SugarCRM<br ...
Business Software<br />Common characteristics<br />Deals with interactions with their customers<br />Company information<b...
Business Software ( Developers Perspective )<br />Common characteristics<br />User authentication / management<br />ACLs /...
Why is SugarCRM suited for this task?<br />The CRM model defines most business activity<br />Every business haspeople they...
Why is SugarCRM suited for this task?<br />SugarCRM provides most of the common business application items you need<br />U...
4/12/10<br />©2010 SugarCRM Inc. All rights reserved.<br />7<br />Why not just use one of the million existing web framewo...
So let’s build a business application<br />Let’s build an application for Eastern Pools<br />They sell and service pools, ...
Eastern Pools needs<br />Management of both corporate customers and retail customers<br />See what products customers have...
Demo Time!<br />4/12/10<br />©2010 SugarCRM Inc. All rights reserved.<br />10<br />
Resources<br />4/13/10<br />©2010 SugarCRM Inc. All rights reserved.<br />11<br />http://developers.sugarcrm.com<br />Buy ...
Thanks for coming!<br />4/13/10<br />©2010 SugarCRM Inc. All rights reserved.<br />12<br />
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SugarCon 2010 - Sugar as a Business Application Framework

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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.

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SugarCon 2010 - Sugar as a Business Application Framework

  1. 1. 4/12/10<br />©2010 SugarCRM Inc. All rights reserved.<br />1<br />
  2. 2. ©2010 SugarCRM Inc. All rights reserved.<br />Sugar as a Business Application Framework<br />John Mertic<br />SugarCRM<br />4/12/10<br />2<br />
  3. 3. Business Software<br />Common characteristics<br />Deals with interactions with their customers<br />Company information<br />Contacts at the company and their information<br />Manages the growth and activity of their customers<br />Activity History ( Calls, Meetings, Emails, Services, etc )<br />Scheduling of upcoming calls or meetings<br />Forecasting of upcoming services needed<br />Provides reporting on their customers and services<br />Formal, structured reporting<br />Quick glance “dashboards”<br />Powerful searching capabilities<br />Simplifies communication between different areas in the company.<br />4/12/10<br />©2009 SugarCRM Inc. All rights reserved.<br />3<br />
  4. 4. Business Software ( Developers Perspective )<br />Common characteristics<br />User authentication / management<br />ACLs / Granular Security<br />User preference customization<br />Ability to group users together into teams<br />Track user actions<br />CRUD style user interface ( Create Retrieve Update Delete )<br />Support Import/Exporting of data<br />Customizable interface to accommodate future growth needs<br />4/12/10<br />©2009 SugarCRM Inc. All rights reserved.<br />4<br />
  5. 5. Why is SugarCRM suited for this task?<br />The CRM model defines most business activity<br />Every business haspeople they deal with ( clients, customers, accounts, etc )<br />Every business has stuff with those people ( calls, meetings, tasks, and emails ) to manage in relationship with their people ( customers, clients, accounts ).<br />SugarCRM is designed to be a team player with other applications and services<br />Extensive web services API<br />Connectors API<br />4/12/10<br />©2010 SugarCRM Inc. All rights reserved.<br />5<br />
  6. 6. Why is SugarCRM suited for this task?<br />SugarCRM provides most of the common business application items you need<br />User authentication/ACL<br />Teams<br />Import/Export<br />Easy to build CRUD interfaces ( metadata layer )<br />User tracking<br />Multiple language support<br />4/12/10<br />©2010 SugarCRM Inc. All rights reserved.<br />6<br />
  7. 7. 4/12/10<br />©2010 SugarCRM Inc. All rights reserved.<br />7<br />Why not just use one of the million existing web frameworks?<br />They solve the problem too generically<br />You’ll need to implement many features on your own <br />Why reinvent the wheel?<br />SugarCRM comes with all the basics out of the box<br />People Management (Accounts/Contacts) modules<br />Activity (Call/Meeting/Task) scheduling<br />User Management<br />Many customizations don’t even require custom coding.<br />
  8. 8. So let’s build a business application<br />Let’s build an application for Eastern Pools<br />They sell and service pools, hot tubs, and accessories.<br />Located in Barberton, Ohio, just in case you want to buy a hot tub <br />4/12/10<br />©2010 SugarCRM Inc. All rights reserved.<br />8<br />
  9. 9. Eastern Pools needs<br />Management of both corporate customers and retail customers<br />See what products customers have<br />See historically any work they have done for them<br />Scheduling of service appointments<br />Ability to generate quotes for corporate customers<br />Not see things that they aren’t using<br />But keep them around in the background just in case they grow to use them<br />4/12/10<br />©2010 SugarCRM Inc. All rights reserved.<br />9<br />
  10. 10. Demo Time!<br />4/12/10<br />©2010 SugarCRM Inc. All rights reserved.<br />10<br />
  11. 11. Resources<br />4/13/10<br />©2010 SugarCRM Inc. All rights reserved.<br />11<br />http://developers.sugarcrm.com<br />Buy my book!<br />
  12. 12. Thanks for coming!<br />4/13/10<br />©2010 SugarCRM Inc. All rights reserved.<br />12<br />

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