Delve into a SugarCRM integration with Joomla and Moodle, and see how the new integrated solution has enabled ASF to increase their operational efficiency by a factor of 10.

1. Extending SugarCRM
For Not-for-Profit
Organisations

2. About Australian Scholarships
Foundation (ASF)
Mission: To strengthen the overall effectiveness of the NFP sector through training and
development of the sector.
• Provides scholarships to managers and directors of NFP charitable organisations.
• Enhance NFP Directors and managers’ skills to increase the efficiency and effectiveness of
their organisations.
• Works with Education Providers / Wide range of offerings

3. ASF Milestones
2008
•
•
•
6 Education Partners
30 scholarships
Reach - 200 NFPs
2009
•
•
•
2010
•
•
•
•
16 Education Partners (9 Universities)
220 scholarships, $950,000 value
120,000 NFPs
IT project scoped and funded (Phase 1)
10 Education Partners
100 scholarships $450,000 value
68,000 NFPs market reach
2011
•
•
•
•
•
20 Education Partners (12 Universities)
500 scholarships, $1.5m value
New website and integrated CRM completed
Automated application processing completed
(Phase 2)
First-ever nation-wide scholarships database
underway (Phase 3)

4. Common Challenges For NFPs
• Increase in volume of transactions / applications
• Operating costs pressures and funding constraints
• More effective marketing and segmentation
• Greater visibility and transparency in applications management
• Increase the confidence and communication with scholarship funders and
applicants

5. The Challenges
Challenges of the Legacy System
• Data collected on Word document
• Cannot proceed more than 100 applications at once
• Third party vendor for email marketing campaigns
• Highly labour-intensive manual processes
• Need to track funding opportunities

6. Vision for Where ASF Wants To Go
• Manage and automate the increasing volume of scholarship applications
• Greater visibility into scholarships and applications management
• Funding management and tracking opportunities
• Central repository
• Applicants and funders data capture and storage

7. The Tools Used
• CRM software: To manage relationships and “sales”
• Learning Management Software: to manage and assess
scholarship applications
• Joomla Content Management System (CMS): provides the
“Web Front end” of ASF

8. Business Value
The ASF Journey
LeverageCRM
Total Integration
Integrate Applications
Joomla Website
SugarCRM:
• Opportunities
• Scholarship Marketing
• Scholarship Registration
Moodle for Applications
Joomla Website
SugarCRM:
• Opportunities
• Scholarship Marketing
• Scholarship
Registration
Introduce CRM
Paper Applications
Joomla Website
SugarCRM for
Opportunities
Paper Applications
Joomla Website
• Paper Applications
• Spreadsheet Opportunity
Management
Time
Next version underway:
Joomla + CRM + Moodle
• Integrated user profiles
• Integrated applications
• User managed scholarship and
organisation profiles
management

9. Scholarship Application & Assessment
Process
Scholarship list
on website
Applicant selects
scholarship and
registers
Application
online
Scholarship set
up
Scholarship
assessment
Contact set up
on Sugar against
scholarship
Scholarship
Application
Results update

10. Scholarships setup
Scholarship
list on
website
Applicant
selects
scholarship
and registers
Application
online
Scholarship
set up
Scholarship
assessment
Contact set up
on Sugar
against
scholarship
Scholarship
Application
Results
update

11. Scholarships listed on website
Scholarship
list on
website
Applicant
selects
scholarship
and registers
Application
online
Scholarship
set up
Scholarship
assessment
Contact set up
on Sugar
against
scholarship
Scholarship
Application
Results
update

12. Application Online
Scholarship
list on
website
Applicant
selects
scholarship
and registers
Application
online
Scholarship
set up
Contact set up
on Sugar
against
scholarship
Scholarship
assessment
Scholarship
Application
Results
update

13. Scholarship Application Results
Scholarship
list on
website
Applicant
selects
scholarship
and registers
Application
online
Scholarship
set up
Contact set up
on Sugar
against
scholarship
Scholarship
assessment
Scholarship
Application
Results
update

14. Campaign Tracking in SugarCRM

15. Results
• 10 fold increase in operational efficiency: from 100 to 1,000 applications
processed
• 300% increase in volume of scholarships offered
• Did not require increasing staff
• More effective marketing and segmentation
• Greater visibility into scholarships and applications management
• Increased confidence and communication with scholarship funders and
applicants

16. 300% increase in volume of scholarships
offered

17. The value of scholarships is rising
faster than the cost of providing them

18. About
Loaded

19. At Loaded, we focus on delivering
smart solutions to unlock your
customer relationship potential.
We utilise CRM, marketing automation and business intelligence
software, and bring our business, marketing and technical expertise
to the task of designing, delivering & supporting the
right solution for your organisation.

20. About Loaded
Smart solutions to unlock your customer potential.
•
Founded in 1995 as a web development business.
•
Delivering business impact through CRM, Web, Marketing Automation and Business Intelligence
solutions.
•
Partnered with SugarCRM in 2005, attracted to open source model, flexibility and value. SugarCRM Gold
Partner since 2006.
•
Broadened offering over last 7 years to encompass ‘total CRM journey’ with a wide range of CRM
integrations enabling business impact and ROI.
•
Clients sectors include IT products and services; not for profit; financial services; accounting firms; retail;
manufacturing/wholesale; and federal and state government.

21. Our offer – ‘total CRM’

22. Loaded Capabilities
CRM breadth & depth, backed by strategic, operational and
technology expertise
Capabilities
Why It Matters
SugarCRM Depth: in consulting,
development, training, infrastructure
• Deep knowledge of the application and its potential, at the functional
and technical level
CRM breadth: 30+ years in total CRM
experience
• Sound basis for advice and design solutions
• Provides rich inputs to our delivery processes – allows for on time, on
budget, quality, ‘no surprises’ implementations and deployments
Business strategy and execution:
top tier management consulting and
executive leadership experience
• Strategic and technical partners, to help ensure your CRM journey is
well planned and delivers organisational benefits at every stage
Technology depth and breadth:
delivering and supporting complex
integrations and deployments
• Able to support and maintain complex solutions over time for clients
• Deep experience in a wide range of integrations

23. Complexity
Our approach – total CRM journey
Why a Journey?
Business Intelligence Reporting
• Deliver ROI at every stage
Web
Portal
Marketing Auto
• Increase CRM adoption
Marketing
• Deliver benefits faster
Sales
Call Centre
Support
Integration
• Manage risk and cost
Social Collaboration
Marketing
Sales
Support
Integration
Marketing
Sales
Support
Integration
Marketing
Marketing
Sales
Support
Sales
Sales
Time

24. How we work
Rigorous process, backed by standard methodology and tools.
For each phase of work…
Standard Steps
Pre Kick Off
Scoping
Standard Methods
and Tools
Uncover key pains,
desired gains and
ROI targets.
Prioritization of
pains and gains.
Use Cases.
Solution Design.
Standard Deliverables
Proposal
Statement of Work
Implementation
Test cases linked to
development tasks.
Code Review.
Detailed Deployment
Methodology
Project Updates
Progress Demos
Handover
Training.
Documentation.
Enhancements / rollout /
change mgmt roadmap.
Training Manual
& Documentation

25. Our partners
Loaded partners with world leading technology providers to ensure we have the best
software, infrastructure and supporting tools at our disposal, to support client needs.
SugarCRM is the world’s fastest growing CRM application.
Recently named in the Gartner Magic Quadrant
as a Visionary for Sales Force Automation
Pardot is a leading
marketing automation tool
recently acquired
by Salesforce.com
JasperSoft is a cloud based business intelligence
application with an exciting entry-level
solution offered in partnership with Amazon
Web Services bringing enterprise level BI
to any business
Hubspot is a
comprehensive,
all-in-one
marketing platform

26. Contact
1300 LOADED
Email: info@loadedtech.com.au
Website: loadedtech.com.au
Address:
Ground Floor, 221 Miller Street,
North Sydney, NSW 2060. Australia