LinuxTag 2011 - Using SugarCRM when you aren't doing CRM Examples of SugarCRM as a platform

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Most people see SugarCRM and think it can only work for one kind of use case, where a company is interested in managing it's clients and customers. But SugarCRM is more than a CRM application; it's a application framework where you can build any kind of business or organization application on top of. And best of all, it's available under the AGPLv3 license, making the source code available to everyone. In this talk, I will demo several different customizations done that stretch SugarCRM past it's CRM boundaries and show it's ability as a flexible, PHP based, rapid application development platform.

Technology Education Business

Using SugarCRM when you aren't doing CRM Examples of SugarCRM as a platform John Mertic Community Manager ©2011 SugarCRM Inc. All rights reserved.

Who Am I? John Mertic Contact Info http://jmertic.wordpress.com Twitter: @jmertic jmertic@sugarcrm.com ( SugarCRM ) jmertic@php.net ( PHP ) Community Manager for SugarCRM http://www.sugarcrm.com http://www.sugarforge.org 3/24/2011 @2011 SugarCRM Inc. All rights reserved. 2 Buy my book! http://amzn.to/enioPV

Agenda What is CRM? Where CRM is going? Case Studies

Customer Relationship Management What is CRM?

What is CRM? CRM is about Growing andRetainingCustomers

Where is CRM going? xAnything Relationship Management

Where is CRM going? xRMis about Connections

Where is CRM going? xRMis about Building andFostering Connections

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Default language definitions in SugarCRM are sales-related. NGOs don’t “sell,” we reach out to communities, form partnerships and perform mission-driven services. Is there a general or universal lexicon that could better serve the NGO community? What did they do? Customize the language strings Customizing SugarCRM to fit the language used within your organization, is critical to the success of your implementation, and it’s easy to do! Original ,[object Object]

Sales Stage (field)StoryCorps ,[object Object]

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Custom Language files for appropriate labeling Grants Management Robin Hood Grantee

Individual Grants Roll Up to A Grantee A Core Grant Record Grants Management – Grant Rollup

Payments Roll Up to A Core Grant A Payment Record Grants Management

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LinuxTag 2011 - Using SugarCRM when you aren't doing CRM Examples of SugarCRM as a platform

2. Who Am I? John Mertic Contact Info http://jmertic.wordpress.com Twitter: @jmertic jmertic@sugarcrm.com ( SugarCRM ) jmertic@php.net ( PHP ) Community Manager for SugarCRM http://www.sugarcrm.com http://www.sugarforge.org 3/24/2011 @2011 SugarCRM Inc. All rights reserved. 2 Buy my book! http://amzn.to/enioPV

3. Agenda What is CRM? Where CRM is going? Case Studies

4. Customer Relationship Management What is CRM?

5. What is CRM? CRM is about Customers

6. What is CRM? CRM is about Growing andRetainingCustomers

7. Where is CRM going? xAnything Relationship Management

8. Where is CRM going? xRMis about Connections

9. Where is CRM going? xRMis about Building andFostering Connections

10. StoryCorps is an independent nonprofit whose mission is to provide Americans of all backgrounds and beliefs with the opportunity to record, share, and preserve the stories of our lives. Since 2003, StoryCorps has collected and archived more than 30,000 interviews from more than 60,000 participants. Each conversation is recorded on a free CD to share, and is preserved at the American Folklife Center at the Library of Congress. Case Study 1 - StoryCorps

11.

12. Opportunity (module)

13.

14. Partnership

15. StatusStrategy for Customizations

16.

17. Founded in 1988, The Robin Hood Foundation targets poverty in New York City through the unique approach of applying sound investment principles to philanthropy. Robin Hood gives 100% of every donation to New Yorkers in need. It plays an active role in improving the effectiveness of the organizations it funds through Management Assistance programs and uses a Metrics-based approach to measure their success. Case Study 2 - The Robin Hood Foundation

18. Custom Language files for appropriate labeling Grants Management Robin Hood Grantee

19. Individual Grants Roll Up to A Grantee A Core Grant Record Grants Management – Grant Rollup

20. Payments Roll Up to A Core Grant A Payment Record Grants Management

21. What does this mean about SugarCRM? SugarCRM is a platform for Building andFostering Connections

23. SugarCRM Community Join the Monthly Community Webinar When: 3rd Wednesday of each month at 15:00 GMT Where: WebEx ( http://bit.ly/iJANYC ) More information at http://developers.sugarcrm.com/wordpress/?p=2320 5/12/11 ©2009 SugarCRM Inc. All rights reserved. 19

Editor's Notes

And <CLICK> first, I want to get all ofYOU on the same page on what CRM is,The <CLICK> we discuss why YOU need a CRM solution and <CLICK> I will end my presentation showing you why SugarCRM is the best solution for YOU.
CRM stands for <CLICK> Customer<CLICK> Relationship <CLICK> Management
So CRM is not about technology butall about Customers, YOUR Customers.
CRM help YOU grown and retain YOUR customersSo, what are the different ways YOU grown and retain YOUR customers?
CRM stands for <CLICK> Customer<CLICK> Relationship <CLICK> Management
So CRM is not about technology butall about Customers, YOUR Customers.
CRM help YOU grown and retain YOUR customersSo, what are the different ways YOU grown and retain YOUR customers?
CRM help YOU grown and retain YOUR customersSo, what are the different ways YOU grown and retain YOUR customers?

LinuxTag 2011 - Using SugarCRM when you aren't doing CRM Examples of SugarCRM as a platform

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LinuxTag 2011 - Using SugarCRM when you aren't doing CRM Examples of SugarCRM as a platform

Editor's Notes