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SugarCon 2010 - Sugar as a Business Application Framework
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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 …

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

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