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Mobile: Session 4: Social CRM and Facebook go to College

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Hillel is the largest organization in the world with a focus on university-age Jews, serving young adults at more than 550 colleges and communities. Hillel used a strategy of peer relationship engagement to double the number of Jewish students who are involved in Jewish life and who have meaningful Jewish experiences on campus. Learn how Hillel used Sugar’s mobile and social capabilities, with customizations by Sugar partner ATCORE Systems, to support this strategy, increasing engagement tracking by more than 1000 percent. Sugar has enabled Hillel to deploy a mobile-friendly version of its engagement tracking system and to integrate it with Facebook and Twitter. Users can enter new data into the system from any location, anytime.

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Mobile Social CRM and Facebook Go To College
Matt Braman Hillel - Vice President for Information Technology & Administration Steve “Kaz” Kasinetz Atcore Systems - Chief Technology Officer 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 2
About Hillel  Vision Hillel seeks to inspire every Jewish student to make an enduring commitment to Jewish life.  Mission Hillel enriches the lives of Jewish college students so that they may enrich the Jewish people and the world. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 3
Why? Why CRM? Why Sugar? • Working with 200,000 • Great Partner college students yearly • Infinitely Customizable • On 500+ college • Right Security Model campuses • Social Media integration • In 14 countries • Mobile platform • Affordable Pricing for 1,800 users Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 4
Solution  Highly Configured SugarCRM  Facebook Integration with Sugar  Integration with LogiXML for Advanced Analytics Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 5
Highly configured customer screen for Hillel. 18 subpanels condensed to 1 screen Tweet: #SCON12
Contacts can be different “Types” of People – Customers, Volunteers, Board Members, etc. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 7
Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 8
System automatically allows users to perform different actions based on roles and user data Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 9
Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 10
Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 11
Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 12
Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 13
Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 14
Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 15
Facebook Connector for SugarCRM People Events Interactions Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 16
Facebook-Sugar Connector Features Contacts Contacts • Link Contacts to FB Friends • Add Contacts to SugarCRM • View FB Wall • View SugarCRM Activities • Post to FB Wall • Create Tasks in SugarCRM • View FB Profile • View Other FB Friends Events • View Events Events • Create Personal Events in Sugar • Create Fan Page Events in Sugar • Synch Attendees • Synch Attendees • View FB Wall • Post to Wall • Match FB Friends to Sugar Contacts • Quick Add Attendees • Event Calendar • Quick Create Sugar Campaign Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 17
Technical Architecture FB Canvas App in iFrame PHP Facebook App Graph API (CodeIgniter) Rest API HTTP Posts SugarCRM App Graph API Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 18
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 19
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 20
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 21
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 22
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 23
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 24
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 25
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 26
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 27
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 28
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 29
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 30
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 31
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 32
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 33
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 34
LogiXML Integration Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 35
LogiXML Integration Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 36
Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback *Prizes for attendees who submit session feedback using the Mobile App 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 37
#SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 38

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Mobile: Session 4: Social CRM and Facebook go to College

  • 1. Mobile Social CRM and Facebook Go To College
  • 2. Matt Braman Hillel - Vice President for Information Technology & Administration Steve “Kaz” Kasinetz Atcore Systems - Chief Technology Officer 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 2
  • 3. About Hillel  Vision Hillel seeks to inspire every Jewish student to make an enduring commitment to Jewish life.  Mission Hillel enriches the lives of Jewish college students so that they may enrich the Jewish people and the world. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 3
  • 4. Why? Why CRM? Why Sugar? • Working with 200,000 • Great Partner college students yearly • Infinitely Customizable • On 500+ college • Right Security Model campuses • Social Media integration • In 14 countries • Mobile platform • Affordable Pricing for 1,800 users Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 4
  • 5. Solution  Highly Configured SugarCRM  Facebook Integration with Sugar  Integration with LogiXML for Advanced Analytics Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 5
  • 6. Highly configured customer screen for Hillel. 18 subpanels condensed to 1 screen Tweet: #SCON12
  • 7. Contacts can be different “Types” of People – Customers, Volunteers, Board Members, etc. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 7
  • 8. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 8
  • 9. System automatically allows users to perform different actions based on roles and user data Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 9
  • 10. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 10
  • 11. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 11
  • 12. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 12
  • 13. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 13
  • 14. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 14
  • 15. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 15
  • 16. Facebook Connector for SugarCRM People Events Interactions Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 16
  • 17. Facebook-Sugar Connector Features Contacts Contacts • Link Contacts to FB Friends • Add Contacts to SugarCRM • View FB Wall • View SugarCRM Activities • Post to FB Wall • Create Tasks in SugarCRM • View FB Profile • View Other FB Friends Events • View Events Events • Create Personal Events in Sugar • Create Fan Page Events in Sugar • Synch Attendees • Synch Attendees • View FB Wall • Post to Wall • Match FB Friends to Sugar Contacts • Quick Add Attendees • Event Calendar • Quick Create Sugar Campaign Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 17
  • 18. Technical Architecture FB Canvas App in iFrame PHP Facebook App Graph API (CodeIgniter) Rest API HTTP Posts SugarCRM App Graph API Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 18
  • 19. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 19
  • 20. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 20
  • 21. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 21
  • 22. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 22
  • 23. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 23
  • 24. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 24
  • 25. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 25
  • 26. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 26
  • 27. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 27
  • 28. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 28
  • 29. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 29
  • 30. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 30
  • 31. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 31
  • 32. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 32
  • 33. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 33
  • 34. 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 34
  • 35. LogiXML Integration Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 35
  • 36. LogiXML Integration Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 36
  • 37. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback *Prizes for attendees who submit session feedback using the Mobile App 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 37
  • 38. #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 38