Case Study: SugarCRM Helps Promote the Australian Film Industry

Agenda
Integrating SugarCRM into your web site
Film Industry.
Medical Training company
IT company
SugarCon 2010 San Francisco, CA

Case Study - Film Industry
An organisation promoting the Australian Film industry
Charter of the organisation to promote Australian film and TV production services to the world.
The organisation has members
Information services are provided to members
Extensive data collection, dissemination and distribution amongst members.

What problems were we attempting to solve
Duplication of Member Data in multiple systems
Information distributed via manual processes eg email and mail outs
Information updates frequent and ad -hoc

Proposed solution
Store all information in SugarCRM
Create an online portal for members.
Members login to retrieve information

Solution - SugarCRM Customisations
SugarCRM is the central hub of information
New modules created to match structure of data
Accounts Members Production Contacts Location

Solution – Web site and Member’s portal
Web Site built using open source DotNetNuke CMS platform
Members portal created to restrict access to restricted content
Built a DNN Module calling the Core SugarCRM API.
.net technology integrating with PHP
Login authentication via SugarCRM contacts

Demo

Solution – Key features
Access to both Members information and production opportunities
Rich text editing within Sugar fields (Tiny MCE)
Tick boxes in Sugar to control fields that go in the portal
Turn off access via a contact type

Possible feature enhancements
Synchronisation of login credentials against DNN to provide more control of user experience
Workflow - Email notifications triggered on changes to data based on members preferences
Self updating of member information
Events module

Costs and benefits from the solution
Costs
SugarCRM – DNN Solution – 70 hrs
Web site build – 150hrs
Benefits
ROI of around 3 mths – Based on estimated labour savings
More timely distribution of information
Extends SugarCRM reach without incurring additional licensing costs

Case Study – Events
Medical training organisation – McCarthy Psychology
Provides courses for the medical profession
Required a better solution to manage the booking of courses

Solution Overview
Store all information in SugarCRM
Create an online portal for members.
Members login to browse and book training courses

Solution – SugarCRM Customisations
SugarCRM is the central hub of information
New modules created to match structure of data
Accounts Event Contacts Registrations Venues

Solution – Web portal
Web Site built using open source Drupal/Ubercart CMS platform
Drupal Module calling the Core SugarCRM API.
Login authentication via SugarCRM contacts
Events browsed and searched via the web site
Registrations
Paid for on line
Pushed back into Sugar
Contact records updated.

Event Listings

Event Booking

Case Study – Job System
IT company providing technical support
Functionality for clients to log jobs via company web site
Fully integrated with company’s core work management system
Workflow to manage communication
Client gets emails acknowledging successful loggin of a job
Account manager gets an email
Production team sees the new work request in their queue
Updates send to the client as the work is actioned.

Log work requests (cases)

View work requests (Cases)

Summary
3 Cases studies presented
Film industry
Events management
Job system management
Demonstrated the power of connecting SugarCRM with your web site
Inspired you to think creatively about how your organisation extend the use of SugarCRM

Loaded Technologies
Software development company with 22 people
Specialist SugarCRM integrator and partner since 2006
SugarCRM services include:
Scoping and requirements consulting
SugarCRM implementation and configuration
Customizations
Training
Hosting

Loaded Technologies
Contact Details:
Address: Level 10, 80 Arthur St, North Sydney, NSW 2060
Email: [email_address]
Phone: 61 2 99547272 or +61 411 484251

SugarCon 2010 San Francisco, CA

Case Study: SugarCRM Helps Promote the Australian Film Industry

by Mark Tallis on Apr 26, 2010

Accessibility

Categories

Upload Details

Usage Rights

2 Embeds 18

Statistics

Case Study: SugarCRM Helps Promote the Australian Film Industry — Presentation Transcript

http://www.slideshare.net	9
http://sugarcrm-australia.com.au	9