extend the capabilities of sugarcrm using · 2016-11-27 · page 10 copyright 2010@izeno pte ltd...
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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
Are you the CRM guy in your company?
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Are you getting the
recognition that you
deserved for the
business users?
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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)
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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/
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What Kind of SMS do I receive in Singapore?
•Reaching out to members
and customers on events
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How does folks in Asia use SMS?
•Informative: Product Launch
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How does folks in Asia use SMS?
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How does folks in Asia use SMS?
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How does folks in Asia use SMS?
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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
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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
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Overview (Cont’d)
Administrator ~ Available
SMS Activity log and audit trails.
Roles access Control
Gateway settings
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)
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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.
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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.
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Create and send SMS to multiple contacts
Step 3
Input SMS
message to be
sent to multiple
conytacts.
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Create and send SMS using SMS Templates
Select SMS Template to use SMS Template allows insert of variables .
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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.
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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.
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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.
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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.
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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.
If the message exceeds 140 characters, the
send button will be disable.
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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.
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Create and send SMS to multiple contacts
Step 3
Input SMS
message to be
sent to multiple
conytacts.
System display
the list of SMS
receipients.
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Create and send SMS using SMS Templates
Go to Email>Create Email Template> check SMS only to create the SMS template for use
in campaigns or via compose SMS from list view/detail view.
Please note that variable custom fields can be used in SMS template for Campaign.
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Create and send SMS using SMS Templates
Select SMS Template to use. SMS Template allows insert of variables .
This is only applicable to sending SMS
using SugarCRM Campaign module.
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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.
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Sending SMS Campaign from SugarCRM
2. Enter Campaign name and other necessary information such as budget.
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Sending SMS Campaign from SugarCRM
3. Select Target List
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Sending SMS Campaign from SugarCRM
3. Select Target List
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Sending SMS Campaign from SugarCRM
4. Create marketing to determine date/time to send SMS blast to the selected target list.
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Sending SMS Campaign from SugarCRM
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)
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Sending SMS Campaign from SugarCRM
6. For 1st time users, please setup the scheduler for SMS campaign.
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SMS Integration to Workflow management (More details later)
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.
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2 Way SMS?
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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.
Using SugarCRM 6.0
award winning User
interface and
customisations platform.
Almost zero learning
curve for existing
SugarCRM users and
administrators.
QUICK TO IMPLEMENT INTEGRATED EASE OF USE
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DEMO
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Do You Have
Any Questions?
Need clarifications?
Email To [email protected]
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THANK YOU VERY MUCH
LIVE DEMO NOW!!!