Sugar U: Session 4: Using SugarCRM as a Project Development Platform
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See how Sugar can be used as a solid platform for any project inside or outside the traditional scope of CRM.
Transcript of Sugar U: Session 4: Using SugarCRM as a Project Development Platform
firsta bit about us
DRI, est. 1999
A Global company
SugarCRM Gold Partner
ESA Member
100+ Sugar Projects
HOW this came about
The CRMmarket is small
CRM is not an “indispensable need”
We needed to get
creative
Go beyond the scope of CRM
See CRM as an added value
not the core of the project
A New way of
approaching projects
Any process can be targeted
Any process can be modeled
Some people use spreadsheets
Some people use Paper
We use sugar
the whole process logic goes into CRM
Or just the workflow control
that’s what we mean by
sugarcrm as a project development
platform
Plenty of cherries on top
Leverage a pre-built reporting layer
And a marketing automation one
Respond to change
all information is linked
key information visible to stakeholders
achieve a relationship with the customer
Integrate it with other processes
You'll be able tol e v e r a g esugarcrm
and technically
No need to build from scratch
Plenty of things you won't need to worry about
User Management
Security and access control
Common Interface
Import/Export
API
One word: Framework
and lighterQuality Assurance
put screenshots where our mouth is
backoffice/company users are sugar users
customers are contacts/portal users
customers sees/interacts via portal
portal
internal users have full visibility
very customized external interface
you'll be able to hack if/when needed
portal
portal 1
portal 2
Sometimes users can't cope with more than a few buttons
Or what your customer needs doesn't feel like it fits into Sugar...
ui/functional overhaul
contact center
Field Force Management
Mass data entry 1
Mass data entry 2
Mass data entry 3
On projects of different natures
CRM is added as an extra layer
SugarCRM on top of other features / apps
CRM as external tool
Social Network Big Brother 1
Social Network Big Brother 2
So, to wrap it up
100+ SugarCRM implementations
Maybe 5 without customization
SugarCRM is a broad spectrum product
We show customers how CRM fits into their needs
and make sure Sugar is properly shaped!
Thank you
http://img.trekmovie.com/images/fanmade/enterprise_wall01_1920.jpghttp://www.flickr.com/photos/frivolous_accumulation/5864421323/http://www.flickr.com/photos/nojhan/3392024746/http://www.flickr.com/photos/danielepesaresi/2934218773/http://www.flickr.com/photos/svenwerk/698875341/http://www.flickr.com/photos/barkaway/117759196/http://www.flickr.com/photos/creativeobjective/6262437540/http://www.flickr.com/photos/bearpark/2882102644/http://www.flickr.com/photos/47691521@N07/4639590640/http://www.flickr.com/photos/21508313@N06/2579526909/http://www.flickr.com/photos/scania/2869221867/http://www.flickr.com/photos/25704219@N04/4941547991/
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