SugarCRM is the world's leading provider of commercial open source CRM software, available in both an On-Demand and On-Premise version and comes with a GPLv3 license. What most people don't realize is that SugarCRM is also a very extensible and easy to use open source business application platform, enabling you to automate and manage your organization's processes with ease, building upon a powerful application framework tailor made for business applications. In this talk we'll explore the platform and what all it provides, and show how easy it is to customize and build upon it from the GUI as well as through writing PHP code.

1. SugarCRM - Your next business application framework John Mertic SugarCRM ©2010 SugarCRM Inc. All rights reserved. 6/8/10 1

2. Agenda Why SugarCRM should be your next business application framework ( 20 minutes ) Demo of a customized SugarCRM instance ( 20 minutes ) Questions ( 20 minutes ) 6/8/10 ©2010 SugarCRM Inc. All rights reserved. 2

3. Business Software Common characteristics Deals with interactions with their customers Manages the growth and activity of their customers Provides reporting on their customers and services Simplifies communication between different areas in the company. Makes manual processes and workflows faster and more automatic. 6/8/10 ©2009 SugarCRM Inc. All rights reserved. 3

4. Business Software ( Developers Perspective ) Common characteristics User authentication / management CRUD style user interface ( Create Retrieve Update Delete ) Support Import/Exporting of data Customizable interface to accommodate future growth needs 6/8/10 ©2009 SugarCRM Inc. All rights reserved. 4

5. Why is SugarCRM suited for this task? The CRM model defines most business activity SugarCRM is designed to be a team player with other applications and services SugarCRM provides most of the common business application items you need SugarCRM is built upon the tried and true LAMP platform 6/8/10 ©2010 SugarCRM Inc. All rights reserved. 5

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7. Why not just use one of the million existing web frameworks? They solve the problem too generically SugarCRM comes with all the basics out of the box Many customizations don’t even require custom coding. 6/8/10 ©2010 SugarCRM Inc. All rights reserved. 7

8. 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  6/8/10 ©2010 SugarCRM Inc. All rights reserved. 8

9. Eastern Pools needs Management of both corporate customers and retail customers ( B2B and B2C ) See what products customers have See historically any work they have done for them Simple inventory management Track items on hand Scheduling of service appointments Manage service crews Not see things that they aren’t using But 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 6/8/10 ©2010 SugarCRM Inc. All rights reserved. 9

10. Demo Time! ©2010 SugarCRM Inc. All rights reserved. 6/8/10 10

11. Resources 6/8/10 ©2010 SugarCRM Inc. All rights reserved. 11 http://developers.sugarcrm.com Buy my book!

12. Thanks for coming! Slides available at Blog - http://jmertic.wordpress.com Twitter - @jmertic 6/8/10 ©2010 SugarCRM Inc. All rights reserved. 12