Mobile: Session 4: Social CRM and Facebook go to College
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Transcript of Mobile: Session 4: Social CRM and Facebook go to College
Social CRM and Facebook Go To College
Mobile
Matt Braman
Steve “Kaz” Kasinetz
Atcore Systems - Chief Technology Officer
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Hillel - Vice President for Information Technology & Administration
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About Hillel
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VisionHillel seeks to inspire every Jewish student to make an enduring commitment to Jewish life.
MissionHillel enriches the lives of Jewish college students so that they may enrich the Jewish people and the world.
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Why CRM?• Working with 200,000
college students yearly• On 500+ college
campuses • In 14 countries
Why Sugar?• Great Partner• Infinitely Customizable• Right Security Model• Social Media integration• Mobile platform• Affordable Pricing for
1,800 users
Why?
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Solution
Highly Configured SugarCRM Facebook Integration with Sugar Integration with LogiXML for Advanced
Analytics
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Highly configured customer screen for Hillel.
18 subpanels condensed to 1 screen
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Contacts can be different “Types” of People – Customers,
Volunteers, Board Members, etc.
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System automatically allows users to perform different
actions based on roles and user data
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Facebook Connector for SugarCRM
PeopleEvents
Interactions
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Facebook-Sugar Connector Features
Contacts
• Add Contacts to SugarCRM• View SugarCRM Activities• Create Tasks in SugarCRM
Events
• Create Personal Events in Sugar• Create Fan Page Events in Sugar• Synch Attendees
Contacts
Events
• Synch Attendees• View FB Wall• Post to Wall• Match FB Friends to Sugar
Contacts• Quick Add Attendees• Event Calendar• Quick Create Sugar Campaign
• Link Contacts to FB Friends• View FB Wall• Post to FB Wall• View FB Profile• View Other FB Friends• View Events
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Technical Architecture
PHP Facebook App(CodeIgniter)
SugarCRM App
Rest APIHTTP Posts
Graph API
FB Canvas App in iFrame
Graph API
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LogiXML Integration
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LogiXML Integration
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Submit Session Feedback
Select the SugarCon Mobile App: 1) Tap on this session2) Tap on survey3) Submit your feedback
*Prizes for attendees who submit session feedback using the Mobile App
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