No Code Required: Building Custom Applications

with Sugar

Chris Raffle

Kim Miller

©2011 SugarCRM Inc. All rights reserved.

©2011 SugarCRM Inc. All rights reserved.

Business Use Case & Objectives

National Bank with 3 Business SegmentsBankingLeasingMortgage

CRM ObjectivesCapture unique data for each business segmentShare information between business segmentsCross-sell to existing customersMaintain and track referral relationships

04/09/2023 3

Customization Tools

StudioCalculated FieldsDependent FieldsRelationships

Module BuilderNew Module

WorkflowsEmail Alerts

04/09/2023 4©2011 SugarCRM Inc. All rights reserved.

Capturing Unique Data (Studio)

Leasing, Banking or Mortgage?Dependent fields per business segment

Estimated ValuesCalculated fields allow quick entries

04/09/2023 5©2011 SugarCRM Inc. All rights reserved.

Demo

Creating dependent fields in Studio to capture unique data per userCreating calculated fields in Studio

04/09/2023 6©2011 SugarCRM Inc. All rights reserved.

Sharing Information Between Business Lines (Module Builder)

New Data to be Aware of?Rate Change Module with Module BuilderRate Change Alert with Workflows

04/09/2023 7©2011 SugarCRM Inc. All rights reserved.

Demo

Building a simple moduleCreating a workflow

04/09/2023 8©2011 SugarCRM Inc. All rights reserved.

Tracking Referrals

Keeping track of referrals from and to clientsModule BuilderNew Relationships

04/09/2023 9©2011 SugarCRM Inc. All rights reserved.

Demo

Building a Module Adding Multiple Relationships

04/09/2023 10©2011 SugarCRM Inc. All rights reserved.

Usability

Enhanced Custom Module UsabilityShortcut BarGlobal Search

04/09/2023 11©2011 SugarCRM Inc. All rights reserved.

Demo

Using Global Search for Custom ModulesAdding Custom Modules to Shortcut Bar

04/09/2023 12©2011 SugarCRM Inc. All rights reserved.

Connectors

Follow Your Favorite Tweets from the Homepage

04/09/2023 13©2011 SugarCRM Inc. All rights reserved.

Demo

Twitter on the Homepage

04/09/2023 14©2011 SugarCRM Inc. All rights reserved.

Summary

Customize: No Code RequiredStudioModule BuilderWorkflowsConnectors

04/09/2023 15©2011 SugarCRM Inc. All rights reserved.