Download - ISCZimb Integrating SugarCRM with Zimbra groupware

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  • 1.Open CRMThe Future of Business is OpenISCZimbIntegrating SugarCRM with Zimbra groupwareMr. Jrg MadlochISC it & software consultants GmbH

2. AgendaZimbra overviewMotivation ISCZimb AdapterSupported versions SugarCRM & ZimbraSynchronized objectsTechnical requirements ISCZimbQ&A01.10.2012 Copyright 2012 ISCZimb: 2 3. Zimbra overviewZimbra Open Source EditionKey features: Email, contacts, calendar, and documents all in oneapplication. Outlook and Blackberry-Server connectors Read email from any POP or IMAP email accountincluding AOL, Hotmail or business email Works on Windows, Mac, or Linux desktop computers No limit to the size of email storage, Available in 20 languagesUses standards like OpenLDAP, mySQL, PostfixHTML Web UIZimbra Inc. is part of VMWare Inc.Fastet growing Enterprise Collaboration Suite01.10.2012 Copyright 2012 ISCZimb: 3 4. Sample View UI01.10.2012 Copyright 2012 ISCZimb: 5. Motivation ISCZimb Adapter ISCZimb synchronizes SugarCRM to Zimbra groupware on the backend server. No client side plugins have to beinstalled and managed ISCZimb provides a stable and reliable server-to-serverintegration for Zimbra groupwareISCZimb 2.0 synchronizes meeting appointments, calendarevents and contactsMore SugarCRM objects, like leads, accounts andemails, to come in the next release01.10.2012 Copyright 2012 ISCZimb: 5 6. Supported versions SugarCRM & ZimbraSupports SugarCRM 6.3 and higherSupports Zimbra 7.x and higherSugarCRM ISCZimbZimbraContacts bi-directional Adressbook - standard contacts - standard contacts- customs fields - customs fieldsCalendar bi-directional Calendar - standard meetings - standard meetings - standard appointments - standard appointments - standard tasks- standard tasks01.10.2012 Copyright 2012 ISCZimb: 6 7. Calender events & meeting appointments Synchronizes calendar events between SugarCRM andZimbra. Handles meetings, appointments, phone calls andtasks. Can synchronize all calendar events Or synchronizes only those calendar events selected by acustom filter Synchronizes recurring appointments Choose whether to synchronize bi-directional or uni-directional (SugarCRM Zimba) Sync through a Zimbra shared team calendar Completely transparent to SugarCRM and Zimbra01.10.2012 Copyright 2012 ISCZimb: 7 8. Sample View: Calendar from SugarCRM01.10.2012 Copyright 2012 ISCZimb: 9. Contacts Synchronizes contacts between SugarCRM und Zimbra Contacts can be filtered by owner, team, or an individualcustom filter Create a new Zimbra folder to hold contacts fromSugarCRM Choose whether to synchronize bi-directional or uni-directional (SugarCRM Zimba) Limit the maximum number of contacts that can be synced01.10.2012 Copyright 2012 ISCZimb: 9 10. Sample View: Contacts from SugarCRM01.10.2012 Copyright 2012 ISCZimb: 11. Custom fields Synchronize SugarCRM custom fields from within contactsto Zimbra Synchronize SugarCRM custom fields from within calendarevents to Zimbra More custom sync requirements can be met by additionalprogram code01.10.2012 Copyright 2012 ISCZimb: 11 12. Technical requirements ISCZimb Installation and configuration with SugarCRM Linux server No changes required to the Zimbra server No changes required to SugarCRM Extensive protocol functions Software completely written in PHP Sync cycles controlled by crontab, f.e. every 5 minutes Sync through CardDAV, CalDAV, HTTP with Zimbra ISCZimb connects to Zimbra as a user account andsimulates the user Uses Zimbra email address and the SugarCRM emailaddress to link the accounts between the two systems Fast and easy deployment, unpack & copy01.10.2012 Copyright 2012 ISCZimb: 12 13. ISCZimbs focus: End-user impactISCZimb integrates SugarCRM and Zimbra to: Make the life of the users easier Help users reach their sales targets and customerservice goals Help users make a difference Keep users organized and give them access to accurate informationeverywhere they need itWith ISCZimb Integration for SugarCRM & Zimbra yourusers have access to accurate information inside SugarCRMand inside Zimbra anytime and anywhere. Its your choice!01.10.2012 Copyright 2012 ISCZimb:13 14. ISCZimbs focus: End-user impactMigration projectNotes SugarCRM 6.5 and Zimbra 7.220 Sugar UserMaps Sugar contact to Zimbra userISCZimb integrates SugarCRM and Zimbra to: Make the life of the users easier Help users reach their sales targets and customerservice goals Help users make a difference Keep users organized and give them access to accurate informationeverywhere they need itWith ISCZimb Integration for SugarCRM & Zimbra yourusers have access to accurate information inside SugarCRMand inside Zimbra anytime and anywhere. Its your choice!01.10.2012 Copyright 2012 ISCZimb:14 15. Thank YouMr. Jrg [email protected] www.isc-ub.deISC it & software consultants GmbH