sugarcon 2010 - sugar as a business application framework
DESCRIPTION
Since its founding in 2004 SugarCRM has been widely used not only as a CRM application but as an enablement platform for a multitude of business processes. In this session, John Mertic, author of The Definitive Guide to SugarCRM, will explore using SugarCRM as a pure business application framework. John will explore SugarCRM’s MVC framework and how Sugar components work together. The session will conclude with a live example of adding new business logic to an existing module, showing how easy it is to do and how powerful Sugar can be as a business application framework.TRANSCRIPT
04/11/2023 ©2010 SugarCRM Inc. All rights reserved. 1
©2010 SugarCRM Inc. All rights reserved.
Sugar as a Business Application Framework
John Mertic
SugarCRM
04/11/2023 2
Business Software
Common characteristicsDeals with interactions with their customers
Company information
Contacts at the company and their information
Manages the growth and activity of their customersActivity History ( Calls, Meetings, Emails, Services, etc )
Scheduling of upcoming calls or meetings
Forecasting of upcoming services needed
Provides reporting on their customers and servicesFormal, structured reporting
Quick glance “dashboards”
Powerful searching capabilities
Simplifies communication between different areas in the company.
04/11/2023©2009 SugarCRM Inc. All rights reserved. 3
Business Software ( Developers Perspective )
Common characteristicsUser authentication / management
ACLs / Granular Security
User preference customization
Ability to group users together into teams
Track user actions
CRUD style user interface ( Create Retrieve Update Delete )
Support Import/Exporting of data
Customizable interface to accommodate future growth needs
04/11/2023©2009 SugarCRM Inc. All rights reserved. 4
Why is SugarCRM suited for this task?
The CRM model defines most business activityEvery business has people they deal with ( clients, customers, accounts, etc )
Every business has stuff with those people ( calls, meetings, tasks, and emails ) to manage in relationship with their people ( customers, clients, accounts ).
SugarCRM is designed to be a team player with other applications and services
Extensive web services API
Connectors API
04/11/2023©2010 SugarCRM Inc. All rights reserved. 5
Why is SugarCRM suited for this task?
SugarCRM provides most of the common business application items you need
User authentication/ACL
Teams
Import/Export
Easy to build CRUD interfaces ( metadata layer )
User tracking
Multiple language support
04/11/2023©2010 SugarCRM Inc. All rights reserved. 6
04/11/2023©2010 SugarCRM Inc. All rights reserved. 7
Why not just use one of the million existing web frameworks?
They solve the problem too genericallyYou’ll need to implement many features on your own
Why reinvent the wheel?
SugarCRM comes with all the basics out of the box
People Management (Accounts/Contacts) modules
Activity (Call/Meeting/Task) scheduling
User Management
Many customizations don’t even require custom coding.
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, just in case you want to buy a hot tub
04/11/2023©2010 SugarCRM Inc. All rights reserved. 8
Eastern Pools needs
Management of both corporate customers and retail customers
See what products customers have
See historically any work they have done for them
Scheduling of service appointments
Ability to generate quotes for corporate customers
Not see things that they aren’t usingBut keep them around in the background just in case they grow to use them
04/11/2023©2010 SugarCRM Inc. All rights reserved. 9
Demo Time!
04/11/2023 ©2010 SugarCRM Inc. All rights reserved. 10
Resources
04/11/2023©2010 SugarCRM Inc. All rights reserved. 11
http://developers.sugarcrm.com
Buy my book!
Thanks for coming!
04/11/2023 ©2010 SugarCRM Inc. All rights reserved. 12