Sugar U: Session 1: Top 10 "No Code Required" Customizations

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This session showcases some of our favorite customizations utilizing the developer tools available to Sugar administrators. Your key take-away: real use case scenarios and the solutions to put them into action with workflows and studio, including calculated and dependent value fields.

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Sugar U: Session 1: Top 10 "No Code Required" Customizations

  1. 1. SUGAR U TRACKTop 10 “No Code Required” Customizations
  2. 2. Kim MillerProfessional Services Consultant 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 2
  3. 3. Agenda Customer Background Discuss and Demonstrate the Top “No Code Required” Customizations Additional ResourcesTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 3
  4. 4. Customer Background New to CRM User Adoption Ease of Use Want to track and report on different customer types and products Custom and dependent fields Need to cut down on manual business processes/follow-up Workflow Want to cut back on sales rep manual processes Calculated fields WorkflowsTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 4
  5. 5. Customization #1: Rename Modules Issue Employee is new to CRM and resistant to change Resolution Rename modules to match their current terminologyTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 5
  6. 6. Customization #2: Dependent Fields for“Customer Type” Issue Cluttered Account Record Form - collects 3 different sets of data for each customer type Resolution Create Custom/Dependent Fields – Fields that display in account record are dependent on which “Customer type” is chosenTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 6
  7. 7. Customization #3: Rollup Sum of Closed WonOpportunities Issue Unable to view the sum of opportunities for an account unless they run a report Resolution Create a calculated rollup sum field that takes all closed won opportunities for an account and sums them up to display the grand total in the account recordTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 7
  8. 8. Customization #4: Custom Contact RoleDropdown within an Opportunity Issue A contact for an account may play a different role in each opportunity with that account – they need to show this using their own custom roles for contacts Resolution Edit Dropdown - Contact Role within an OpportunityTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 8
  9. 9. Customization #5: Workflows to AutomateNotifications and Alerts for Quotes Issue Management unable to manage the quality of quotes being sent to customers by sales reps Resolution Workflow to automate notifications and alerts to management Email sent to management when quote approval required Email sent to sales rep once the quote is approved by managementTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 9
  10. 10. Customization #6: Sum Multiple ProductAmounts in an Opportunity Issue Customer can sell several products within one opportunity and is unable to track the specific amount for each product Resolution Create custom fields for various product amounts in an opportunity and then rollup the sum up these amounts for a total opportunity amountTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 10
  11. 11. Customization #7: Custom iFrame field toShow Account address in Google Maps Issue Sales reps in field calling on accounts throughout the day Resolution Set up Google maps to display account address in SugarTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 11
  12. 12. Customization #8-9: Workflows to AutomateNotifications and Alerts for Opportunities Issue Disconnect between sales management, sales team and sales operations Resolution Workflow to automate notifications and alerts to management and operations Email sent to management when a sales stage hasn’t changed for “10” days (Opportunities) Closed won opportunity triggers a task to be created and assigned to the sales operations teamTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 12
  13. 13. Customization #10: Workflow to NotifyCustomer when Product Ships Issue Final sales and shipment of product not getting communicated to customer Resolution Notify customer when their product has shippedTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 13
  14. 14. Summary of Top 10 “No Code Required”Customizations1. Rename modules2. Dependent Fields for “Customer Type”3. Rollup Sum Field of closed won opportunities4. Edit “Contact Role” drop-down for an Opportunity5. Workflow Alerts for Quote Approval6. Sum Field for multiple product amounts in an opportunity7. iFrame Field to display Google Map in Sugar8. Workflow Alerts for opportunity sales stage follow-up9. Workflow Action for closed opportunity follow-up10. Workflow Alert to contact in SugarTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 14
  15. 15. Additional Resources Support & Training How Do I … Administer & Configure Documentation Sugar Administration Guide > Developer Tools Professional Services Packages Admin Coaching JumpstartTweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 15
  16. 16. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback*iPad prizes for attendees who submit session feedback using the Mobile App 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 16
  17. 17. #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 17

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