This document discusses building a bridge between the SugarCRM and Joomla! systems to allow sharing of customer information between the CRM and portal. The bridge would leverage the strengths of both systems by avoiding duplicate data entry and allowing selective disclosure of customer data to different user groups. Key steps in building the bridge include developing a component for information exchange and an authentication plugin to integrate the user systems while maintaining separate user interfaces in each application.

1. SugarCRM - Joomla!
Bridge
Bas Vredeling

2. Advantages of a bridge
• Best of both worlds: use strengths of 2
pieces of software
• no double data
• disclose specific information to selected
users (ACL based disclosure)

3. Even more advantages!
• don’t update customer information yourself
• customer info quality increases
• generate traffic and content for your portal
• engage clients by letting them manage their
own data

4. Portal or CRM?
• Don’t recreate the SugarCRM user interface
• Which functions belong in a portal?
• Which users are allowed access?
• What information do I want to publish?

5. Building the bridge
• Component for information exchange
• Authentication plugin

6. Step 1: Information
Exchange