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Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011
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Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011

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The capabilities of SugarCRM can be extended when you can now send SMS to leads,contacts and accounts from detail view and list view manually or get SMS to be sent out to receipients based on the …

The capabilities of SugarCRM can be extended when you can now send SMS to leads,contacts and accounts from detail view and list view manually or get SMS to be sent out to receipients based on the workflow conditions. There are many business Scenarios for outgoing SMS such as Sending out SMS when high priority cases is created, Sending out SMS as reminder for appointments or before an event or even Sending out SMS to outbound sales person on the move so that they can call the customer/prospect at the shortest time.

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  • 1. Extend the Capabilities of SugarCRM Using Benny Ng ,Director BD, iZeno @ Sugar Con 2011
  • 2. Current Status - Short Message Service  ( SMS ) Page  <ul><li>SMS is the most widely used data application in the world, with 2.4 billion active users, or 74% of all mobile phone subscribers. </li></ul><ul><li>In 2008, 4.1 trillion SMS text messages were sent. </li></ul><ul><li>SMS is relatively popular in Europe, Asia and Australia and less so in North America. </li></ul><ul><li>(Wikipedia)  </li></ul>
  • 3. How do you use it for commerical? Page  <ul><li>There are some fantastic uses of SMS: </li></ul><ul><li>Your car is ready, please come by and pick it up, thank you for your business. </li></ul><ul><li>You are nearing the limit on your <insert many things>, would you like to add to the balance now? </li></ul><ul><li>We are running a special on double mocha lattes, please stop by, show the attached code </li></ul><ul><li>Here is your boarding card sir/madam, just use the attached QR code to board your flight.’ </li></ul><ul><li>Extracted from Mitch Lieberman Blog on Where Does SMS Fit in the [Social] World? </li></ul><ul><li>http://mjayliebs.wordpress.com/2011/02/27/where-does-sms-fit-in-the-social-world/ </li></ul>
  • 4. What Kind of SMS do I receive in Singapore? Page  <ul><li>Reaching out to members and customers on events </li></ul>
  • 5. How does folks in Asia use SMS? Page  <ul><li>Informative: Product Launch </li></ul>
  • 6. How does folks in Asia use SMS? Page 
  • 7. Key Business Benefits Page  <ul><li>Enhance sales person productivity and improve customer intimacy with Company/Sales person. </li></ul><ul><ul><li>SMS alerts to sales person on the move on assignment of leads for quick follow up. </li></ul></ul><ul><ul><li>Send thank you SMS after appointment with customers. </li></ul></ul><ul><ul><li>Send greeting to customer on their birthday via SMS . </li></ul></ul><ul><li>Increase customer satisfactions and lower churn rates. </li></ul><ul><ul><li>Keep customer informed of any updates to their cases/feedbacks. </li></ul></ul><ul><ul><li>Send reminders to customers on renewals/next service date. </li></ul></ul>Sales Customer Support <ul><li>Improve returns from Marketing campaigns </li></ul><ul><ul><li>send personalized SMS (for promotion,events) to targeted receiptents. </li></ul></ul><ul><ul><li>Eg. Sending SMS to leads where a call is made for the past 2 weeks . </li></ul></ul>Marketing <ul><li>Better collaboration among co-workers </li></ul><ul><ul><li>Task assignment and acceptance can be done viaSMS. </li></ul></ul><ul><ul><li>No need for mobile broadband access for people on the move. </li></ul></ul>Collaboration
  • 8. Overview <ul><li>iZeno SMS module allows you to send SMS within SugarCRM. </li></ul><ul><li>Features </li></ul><ul><ul><li>Create and send SMS to a single contact/leads from Detail view. </li></ul></ul><ul><ul><li>Create and send SMS to multiple contacts/leads from List view. </li></ul></ul><ul><ul><li>Send Quick Message to a phone number (like creating a email/task) </li></ul></ul><ul><ul><li>SMS Template Creation </li></ul></ul><ul><ul><li>SMS Campaigns using SugarCRM Campaign Module and Target Lists. </li></ul></ul><ul><ul><li>Campaign Statistics and Dashboards </li></ul></ul><ul><ul><li>Automated SMS alerts defined by workflows management. </li></ul></ul><ul><ul><li>Dynamic fields customisations in SMS Template </li></ul></ul>Page 
  • 9. Overview (Cont’d) <ul><li>Administrator ~ Available </li></ul><ul><ul><li>SMS Activity logs </li></ul></ul><ul><ul><li>Roles access Control </li></ul></ul><ul><ul><li>Field Selector ~ enables fields (standard/custom) to be the phone number as the SMS receipients. </li></ul></ul><ul><li>Advanced Features </li></ul><ul><ul><li>Available: Two-way SMS. (need to purchase Shortcode or Keyword) for most countries. </li></ul></ul><ul><ul><li>In the pipeline: integration with Twilio for 2 way SMS. (For US and Canada number only). </li></ul></ul>Page 
  • 10. Create and send SMS to single contact Page  <ul><li>Click to send SMS </li></ul><ul><ul><li>Click onto the mobile phone icon to trigger message sending box. </li></ul></ul><ul><ul><li>Message box shows you the number of characters in the SMS. </li></ul></ul>
  • 11. Create and send SMS to multiple contacts Page  <ul><li>Step 1 </li></ul><ul><ul><li>Search and select the contacts to receive SMS. </li></ul></ul><ul><li>Step 2 </li></ul><ul><ul><li>Click onto the compose SMS action button. </li></ul></ul>
  • 12. Create and send SMS to multiple contacts Page  <ul><li>Step 3 </li></ul><ul><ul><li>Input SMS message to be sent to multiple conytacts. </li></ul></ul>
  • 13. Create and send SMS using SMS Templates Page  <ul><li>Select SMS Template to use </li></ul><ul><li>SMS Template allows insert of variables . </li></ul>
  • 14. Installation of SMS Module Page  <ul><li>Sign up for trials via this URL: http://www.izeno.com.sg/index.php/products/sms-solutions/sms-trial </li></ul><ul><li>You will be given a module to download with valid SMS credits worth of 2 USD. </li></ul><ul><li>Rates table for SMS is available at this URL: </li></ul><ul><li>http://www.izeno.com.sg/index.php/products/sms-solutions/sms-rate-table </li></ul><ul><li>Please make sure that your current system is running on Sugar 6. </li></ul><ul><li>Login as a admin user. </li></ul><ul><li>In the System sub-panel of the Administration Home page, click  Module Loader . </li></ul><ul><li>If you deployed the package, it is listed in the top panel and has already been made available to other users in your organization. You can uninstall it or disable it by clicking the appropriate button. </li></ul>
  • 15. Installation of SMS Module Page  <ul><li>Click  Browse  to navigate to the location of the module’s zip file on your local machine. </li></ul><ul><li>Select the filenaame: iZeno_SMS_Module.zip and then click  Open . </li></ul><ul><li>The path to the zip file displays in the Module field. </li></ul><ul><li>Click  Upload . The uploaded module displays in the bottom panel. </li></ul><ul><li>Click  Install . The license agreement displays on the screen. </li></ul>
  • 16. Configuration of SMS Module Page  <ul><li>In the Short Message Service sub-panel of the Administration Home page, click  SMS & Modules Relationship </li></ul><ul><li>Select the highlighted modules and click the arrow key to determine which existing modules can send SMS. </li></ul><ul><li>Click Save. System will prompt you to repair the module. </li></ul><ul><li>This is correct. Please proceed and execute. </li></ul>
  • 17. Configuration of SMS Module Page  <ul><li>In the Short Message Service sub-panel of the Administration Home page, click  Field Selector. </li></ul><ul><li>This will activate phone number fields in the module that can send out SMS. </li></ul><ul><li>Select the highlighted fields and click the arrow key to determine which existing field can send SMS. </li></ul><ul><li>We have selected Mobile here in this example. </li></ul><ul><li>Click Save. </li></ul>
  • 18. Sending SMS Campaign from SugarCRM Page  <ul><li>Using the Campaign Wizard </li></ul><ul><li>http://www.sugarcrm.com/crm/support/documentation/SugarProfessional/6.1/-docs-Application_Guides-Sugar_Professional_Application_Guide_6.1.0GA-Campaigns.html#1277195 </li></ul><ul><li>You can use the Campaign Wizard to guide you through the process of creating a campaign. </li></ul><ul><li>To create a campaign using the Campaign Wizard </li></ul><ul><li>1.From the Actions list on the Campaigns tab, select  Create Campaign (Wizard) . </li></ul><ul><li>Sugar displays the Campaign wizard on the screen. </li></ul><ul><ul><li>Select Type as SMS. </li></ul></ul>
  • 19. Sending SMS Campaign from SugarCRM Page  <ul><li>2. Enter Campaign name and other necessary information such as budget. </li></ul>
  • 20. Sending SMS Campaign from SugarCRM Page  <ul><li>3. Select Target List </li></ul>
  • 21. Sending SMS Campaign from SugarCRM Page  <ul><li>3. Select Target List </li></ul>
  • 22. Sending SMS Campaign from SugarCRM Page  <ul><li>4. Create marketing to determine date/time to send SMS blast to the selected target list. </li></ul>
  • 23. Sending SMS Campaign from SugarCRM Page  <ul><li>5. Finally send test SMS or schedule the actual SMS blast as per Email campaigns. </li></ul><ul><ul><li>Please note that you can view SMS queue in Email Queue (in Administration panel) </li></ul></ul>
  • 24. Sending SMS Campaign from SugarCRM Page  <ul><li>6. For 1 st time users, please setup the scheduler for SMS campaign. </li></ul>
  • 25. SMS Integration to Workflow management Page  <ul><li>Define the condition of workflow. </li></ul><ul><ul><li>Create alerts and actions to be taken when workflow is being triggered. </li></ul></ul><ul><ul><li>Eg. When a sales opportunity is being won, a SMS will be sent to the delivery team for processing. </li></ul></ul>
  • 26. 2 Way SMS? Page 
  • 27. Value Propositions of iZENO SMS Module for SugarCRM Page  <ul><li>Download ,install SMS module and purchase credits to start sending SMS. </li></ul><ul><li>Tight integration with SugarCRM Workflow, Core modules,custom modules,Campaign and role access. </li></ul><ul><li>Almost zero learning curve for existing SugarCRM users and administrators. </li></ul>QUICK TO IMPLEMENT INTEGRATED EASE OF USE
  • 28. Page  DEMO
  • 29. Page  ? Do You Have Any Questions? ? ? Need clarifications? Email To benny.ng@izeno.com
  • 30. THANK YOU VERY MUCH Page  LIVE DEMO NOW!!!

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