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.

1. 4/12/10 ©2010 SugarCRM Inc. All rights reserved. 1

2. ©2010 SugarCRM Inc. All rights reserved. Sugar as a Business Application Framework John Mertic SugarCRM 4/12/10 2

3. Business Software Common characteristics Deals with interactions with their customers Company information Contacts at the company and their information Manages the growth and activity of their customers Activity History ( Calls, Meetings, Emails, Services, etc ) Scheduling of upcoming calls or meetings Forecasting of upcoming services needed Provides reporting on their customers and services Formal, structured reporting Quick glance “dashboards” Powerful searching capabilities Simplifies communication between different areas in the company. 4/12/10 ©2009 SugarCRM Inc. All rights reserved. 3

4. Business Software ( Developers Perspective ) Common characteristics User 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 4/12/10 ©2009 SugarCRM Inc. All rights reserved. 4

5. Why is SugarCRM suited for this task? The CRM model defines most business activity Every business haspeople 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 4/12/10 ©2010 SugarCRM Inc. All rights reserved. 5

6. 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 4/12/10 ©2010 SugarCRM Inc. All rights reserved. 6

7. 4/12/10 ©2010 SugarCRM Inc. All rights reserved. 7 Why not just use one of the million existing web frameworks? They solve the problem too generically You’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.

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, just in case you want to buy a hot tub  4/12/10 ©2010 SugarCRM Inc. All rights reserved. 8

9. 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 using But keep them around in the background just in case they grow to use them 4/12/10 ©2010 SugarCRM Inc. All rights reserved. 9

10. Demo Time! 4/12/10 ©2010 SugarCRM Inc. All rights reserved. 10

11. Resources 4/13/10 ©2010 SugarCRM Inc. All rights reserved. 11 http://developers.sugarcrm.com Buy my book!

12. Thanks for coming! 4/13/10 ©2010 SugarCRM Inc. All rights reserved. 12