SugarCRM - Your next business application framework
John Mertic
SugarCRM
©2010 SugarCRM Inc. All rights reserved.04/09/2023 1
Agenda
Why SugarCRM should be your next business application framework ( 20 minutes )Demo of a customized SugarCRM instance ( 20 minutes )Questions ( 20 minutes )
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Business Software
Common characteristicsDeals with interactions with their customersManages the growth and activity of their customersProvides reporting on their customers and servicesSimplifies communication between different areas in the company.Makes manual processes and workflows faster and more automatic.
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Business Software ( Developers Perspective )
Common characteristicsUser authentication / managementCRUD style user interface ( Create Retrieve Update Delete )Support Import/Exporting of dataCustomizable interface to accommodate future growth needs
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Why is SugarCRM suited for this task?
The CRM model defines most business activitySugarCRM is designed to be a team player with other applications and servicesSugarCRM provides most of the common business application items you needSugarCRM is built upon the tried and true LAMP platform
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Why not just use one of the million existing web frameworks?
They solve the problem too genericallySugarCRM comes with all the basics out of the boxMany customizations don’t even require custom coding.
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So let’s build a business application
Let’s build an application for Eastern Pools
They sell and service pools, hot tubs, and accessories.Located in Barberton, Ohio, USA, just in case you want to buy a hot tub
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Eastern Pools needsManagement of both corporate customers and retail customers ( B2B and B2C )
See what products customers haveSee historically any work they have done for them
Simple inventory managementTrack items on hand
Scheduling of service appointmentsManage service crews
Not see things that they aren’t usingBut keep them around in the background just in case they grow to use them
Still allow them to update the application easily in the future
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Demo Time!
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Resources
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http://developers.sugarcrm.com
Buy my book!
Thanks for coming!
Slides available at Blog - http://jmertic.wordpress.comTwitter - @jmertic
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