Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011

www.izeno.comCopyright 2010@iZeno Pte Ltd

Extend the Capabilities of

SugarCRM Using

Benny Ng ,Director BD, iZeno

@ Sugar Con 2011

Copyright 2010@iZeno Pte Ltd

Current Status - Short Message Service (SMS)

•SMS is the most widely used data application in the world, with 2.4 billion active users, or 74% of all mobile phone subscribers.

•In 2008, 4.1 trillion SMS text messages were sent.

•SMS is relatively popular in Europe, Asia and Australia and less so in North America.

(Wikipedia)


How do you use it for commerical?

There are some fantastic uses of SMS:

•Your car is ready, please come by and pick it up, thank you for your business.•You are nearing the limit on your <insert many things>, would you like to add to the balance now?•We are running a special on double mocha lattes, please stop by, show the attached code•Here is your boarding card sir/madam, just use the attached QR code to board your flight.’

Extracted from Mitch Lieberman Blog on Where Does SMS Fit in the [Social] World?

http://mjayliebs.wordpress.com/2011/02/27/where-does-sms-fit-in-the-social-world/


What Kind of SMS do I receive in Singapore?

•Reaching out to members and customers on events


How does folks in Asia use SMS?

•Informative: Product Launch


How does folks in Asia use SMS?


Key Business Benefits

Enhance sales person productivity and improve customer intimacy with Company/Sales person.

SMS alerts to sales person on the move on assignment of leads for quick follow up. Send thank you SMS after appointment with customers. Send greeting to customer on their birthday via SMS.

Increase customer satisfactions and lower churn rates. Keep customer informed of any updates to their cases/feedbacks. Send reminders to customers on renewals/next service date.

Sales

Customer Support

Improve returns from Marketing campaigns send personalized SMS (for promotion,events) to targeted receiptents. Eg. Sending SMS to leads where a call is made for the past 2 weeks.

Marketing

Better collaboration among co-workers Task assignment and acceptance can be done viaSMS. No need for mobile broadband access for people on the move.

Collaboration


Overview

iZeno SMS module allows you to send SMS within SugarCRM.

Features

Create and send SMS to a single contact/leads from Detail view.

Create and send SMS to multiple contacts/leads from List view.

Send Quick Message to a phone number (like creating a email/task)

SMS Template Creation

SMS Campaigns using SugarCRM Campaign Module and Target Lists.

Campaign Statistics and Dashboards

Automated SMS alerts defined by workflows management.

Dynamic fields customisations in SMS Template


Overview (Cont’d)

Administrator ~ Available

SMS Activity logs

Roles access Control

Field Selector ~ enables fields (standard/custom) to be the phone number as the SMS receipients.

Advanced Features

Available:Two-way SMS. (need to purchase Shortcode or Keyword) for most countries.

In the pipeline: integration with Twilio for 2 way SMS. (For US and Canada number only).


Create and send SMS to single contact

Click to send SMS

Click onto the mobile phone icon to trigger message sending box.

Message box shows you the number of characters in the SMS.


Create and send SMS to multiple contacts

Step 1

Search and select the contacts to receive SMS.

Step 2

Click onto the compose SMS action button.


Create and send SMS to multiple contacts

Step 3

Input SMS message to be sent to multiple conytacts.


Create and send SMS using SMS Templates

Select SMS Template to use SMS Template allows insert of variables .


Installation of SMS Module Sign up for trials via this URL: http://www.izeno.com.sg/index.php/products/sms-solutions/sms-trial

You will be given a module to download with valid SMS credits worth of 2 USD.

Rates table for SMS is available at this URL:

http://www.izeno.com.sg/index.php/products/sms-solutions/sms-rate-table

Please make sure that your current system is running on Sugar 6.

Login as a admin user.

In the System sub-panel of the Administration Home page, click Module Loader.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.


Installation of SMS Module

Click Browse to navigate to the location of the module’s zip file on your local machine.

Select the filenaame:iZeno_SMS_Module.zip and then click Open.

The path to the zip file displays in the Module field.

Click Upload. The uploaded module displays in the bottom panel.

Click Install. The license agreement displays on the screen.


Configuration of SMS Module In the Short Message Service sub-panel of the Administration Home page, click SMS & Modules Relationship

Select the highlighted modules and click the arrow key to determine which existing modules can send SMS.

Click Save. System will prompt you to repair the module.

This is correct. Please proceed and execute.


Configuration of SMS Module In the Short Message Service sub-panel of the Administration Home page, click Field Selector.

This will activate phone number fields in the module that can send out SMS.

Select the highlighted fields and click the arrow key to determine which existing field can send SMS.

We have selected Mobile here in this example.

Click Save.


Sending SMS Campaign from SugarCRM

Using the Campaign Wizard http://www.sugarcrm.com/crm/support/documentation/SugarProfessional/6.1/-docs-Application_Guides-Sugar_Professional_Application_Guide_6.1.0GA-Campaigns.html#1277195

You can use the Campaign Wizard to guide you through the process of creating a campaign.

To create a campaign using the Campaign Wizard

1.From the Actions list on the Campaigns tab, select Create Campaign (Wizard).Sugar displays the Campaign wizard on the screen.

Select Type as SMS.



2. Enter Campaign name and other necessary information such as budget.



3. Select Target List



4. Create marketing to determine date/time to send SMS blast to the selected target list.



5. Finally send test SMS or schedule the actual SMS blast as per Email campaigns.

Please note that you can view SMS queue in Email Queue (in Administration panel)



6. For 1st time users, please setup the scheduler for SMS campaign.


SMS Integration to Workflow management

Define the condition of workflow.

Create alerts and actions to be taken when workflow is being triggered.

Eg. When a sales opportunity is being won, a SMS will be sent to the delivery team for processing.


2 Way SMS?


Value Propositions of iZENO SMS Module for SugarCRM

Download ,install SMS module and purchase credits to start sending SMS.

Tight integration with SugarCRM Workflow, Core modules,custom modules,Campaign and role access.

Almost zero learning curve for existing SugarCRM users and administrators.

QUICK TO IMPLEMENT INTEGRATED EASE OF USE


DEMO


Do You Have Any Questions?

Need clarifications?

Email To [email protected]


THANK YOU VERY MUCH

LIVE DEMO NOW!!!

Extend the Capabilities of SugarCRM Using SMS | SugarCon 2011

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