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Benefits
Introduction
SugarCRM is a web-based CRM system that is also open-source. It provides nearly all of
the standard features of a CRM system, along with the ability to make your own choices
regarding deployment, hosting, and enhancement.
SugarCRM is the worlds leading provider of commercial open source customer
relationship management (CRM) software for companies of all sizes. SugarCRM easily
adapts to any business environment by offering a more flexible, cost-effective alternative
than proprietary applications. SugarCRMs open source architecture allows companies to
more easily customize and integrate customer-facing business processes in order to build
and maintain more profitable relationships. The company offers a complete, enterpriseclass CRM system built on open-source technologies, including PHP, MySQL, and the
Apache Web server. The SugarCRM platform is available in installed, hosted and
appliance-based versions that offer the full range of CRM functionality. It is designed for
maximum ease of deployment for the management of sales leads, business contacts, and
more.
Sugar consists of modules which represent a specific functional aspect of CRM such as
Accounts, Activities, Leads, and Opportunities. For example, the Accounts module
enables you to create and manage customer accounts, while the Activities module enables
you to create and manage activities related to accounts, opportunities, etc. Sugar modules
are designed to help you manage your customer relationships through each step of their
life cycle, starting with generating and qualifying leads, through the selling process, and
on to customer support and resolving reported product or service issues. Because many
of these steps are interrelated, each module displays related information. For example,
when you view the details of a particular account, the system also displays the related
contacts, activities, opportunities, and bugs. You can not only view and edit this
information but can also create new information.
Core Features
Sales Management
Lead, Contact, and Opportunity Management to share information and pursue
new business.
Account management to manage all customer interactions in a single location.
Marketing Automation
Lead management for tracking and cultivating new leads.
Email marketing for touching prospects and customers with relevant offers.
Campaign management for tracking campaigns across multiple channels.
Campaign reporting to analyze the effectiveness of marketing activities
Collaboration
Activity management for Emails, tasks, calls, and meetings
Content syndication to consolidate third-party information sources.
News Service
The RSS news feeds module lets you select and manage your favorite news feeds,
and display them on your My RSS News Feeds screen.
Administration
Quickly edit user settings, views and layouts in a single location.
Customize the application with Sugar Studio so that Sugar meets the exact needs
of your company.
Avantajele i dezavantajele:
http://www.diffen.com/difference/Salesforce.com_vs_SugarCRM
Prima parte: numele softului, sursa, cine e proprietarul softului
A doua parte: scop, rol, functiile acelui soft
The application is designed to be modular by its very nature, which is a good design
paradigm for any software platform. Each part of the application, whether its
account management, contact management, calendaring, or campaigns, is its own
module. These modules can interact with one another through data relationships.
For example, an account can have many associated contacts with it, or a call can be
scheduled for a contact
S aruncm o scurt privire la ceea ce caracteristici SugarCRM ofer pentru a face o
platform ideal pe care s construiasc.
Design modular
Cererea este conceput pentru a fi modulare prin natura sa, care este o paradigm bun
design pentru orice platforma software. Fiecare parte a cererii, fie c este vorba de cont
de management, management de contact, calendar, sau campanii, este propriul su modul.
Aceste module pot interaciona unul cu altul prin relaii de date. De exemplu, un cont
poate avea mai multe contacte asociate cu ea, sau un apel poate fi programat pentru o
persoan de contact.
The beauty of the Sugar platform is that you can build upon this base by
customizing these modules by adding new fields, additional relationships between
modules, and business logic. And you can take things a step further and easily
design new modules using Module Builder based upon common module design
templates, or a clean slate with custom-built forms and relationships. By keeping a
modular design, it makes it easier to customize and build the application exactly
how you need it, and at the same time leverage all the existing functionality the
platform offers.
Frumuseea a platformei de zahr este c putei construi pe aceast baz prin
personalizarea acestor module prin adugarea de noi domenii, relaii suplimentare ntre
module, i logica de afaceri. i v putei lua lucrurile un pas mai departe i de design noi
module folosind Modulul Builder pe baza template-uri de design modul comun, sau un
ardezie curat, cu forme si relatii construite la comand uor. Prin pstrarea unui design
modular, se face mai uor pentru a personaliza i de a construi aplicaia exact cum avei
nevoie de ea, i, n acelai timp efectul de prghie toate functionalitatile existente ofertele
platforma.
MVC Framework
MVC, which stands for Model View Controller, is the primary design pattern for
web-based applications today. The reason for this is in its simplicity; by keeping
your development assets in a defined area, it makes the overall structure and flow of
your application cleaner and clearer. It does this by enforcing a separation of
business logic and presentation logic, and having a layer in between them that
handles the communication and flow of the application as a whole. Figure 1-1
visualizes this pattern.
Cadrul MVC
MVC, care vine de la Model View Controller, este modelul de proiectare primar pentru
web-based aplicaii de astzi. Motivul pentru acest lucru este n simplitatea sa; prin
meninerea activelor dvs. de dezvoltare ntr-o zon definit, face structura general i
fluxul de curat cererea dumneavoastr i mai clare. Ea face acest lucru prin aplicarea
separarea de logica de afaceri si logica de prezentare, i avnd un strat ntre cei ce se
ocup de comunicarea i fluxul de cererea ca un ntreg. Figura 1-1 vizualizeaz acest
model.
Diagram of the Model View Controller paradigm
Figure 1-1. Diagram of the Model View Controller paradigm
SugarCRM leverages this design pattern as the primary request flow in the
application. Inside the platform, each module provides a primary controller, which
handles the incoming requests and deals with them correctly, directing them to
views, which handle the presentation logic. And each module also provides one or
more model classes that handle the interaction between the application and the data
store underneath, whether that be a traditional database, web service, or some other
sort of data store. Well dig more into how you can customize and work with this in
the examples in Chapter 4.
Diagrama de paradigma Model View Controler
Figura 1-1. Diagrama de paradigma Model View Controler
SugarCRM foloseste acest model de design ca fluxul cerere primar n cerere. n interiorul
platformei, fiecare modul ofer un controler primar, care se ocup de cererile primite i se
ocup cu ei n mod corect, orientndu-le la vedere, care se ocup logica de prezentare. i
fiecare modul prevede, de asemenea, una sau mai multe clase de modele care se ocup de
interaciunea dintre cererea i depozitul de date sub, fie c este o baz de date tradiional,
serviciu web, sau un alt fel de depozit de date. Vom spa mai mult n modul n care v
putei personaliza i de a lucra cu acest lucru n exemple n capitolul 4.
Metadata-Driven Views
One common thread that often appears with many business applications is that the
same kinds of views (or screens) are used over and over again. This is especially true
with SugarCRM, as the primary views a user works with are those for creating and
editing a record, viewing the details of a record, and searching on and listing the
records available in a module. But these views certainly arent static, as each module
and each user expects different fields with different characteristics to be available.
Using the approach of straight HTML forms for each would create a severe code
maintenance and quality issue, as on the back end wed have lots of copying and
pasting of templates all over the place, which results in sloppy code and bugs.
Driven-metadate Vizualizari
Un fir comun care de multe ori apare cu multe aplicatii de business este c aceleai tipuri
de vizualizri (sau ecrane) sunt utilizate de peste si peste din nou. Acest lucru este valabil
mai ales cu SugarCRM, ca vede primar un utilizator lucreaz cu sunt cele pentru crearea
i editarea un record, a vedea detaliile unei nregistrri, i cutarea pe i listarea
nregistrrile disponibile ntr-un modul. Dar aceste puncte de vedere cu siguran nu sunt
statice, ca fiecare modul i fiecare utilizator se ateapt diferite domenii cu caracteristici
diferite s fie disponibile. Folosind abordarea unor forme drepte HTML pentru fiecare ar
crea o problem sever codul de ntreinere i de calitate, i pe partea din spate vom avea
o mulime de copiere i lipire de template-uri peste tot, ceea ce duce la cod neglijent i
bug-uri
User Authentication and Access Control
Probably the most important part of any multi-user application is how to make sure
access to the application and the stored data is secure and well protected. Data
security issues have become one of the biggest challenges any IT department faces
these days, and the threat is not only from outside attackers, but also from regular
users of the application. This puts the pressure on developers to add sophisticated
security features, which can be difficult to implement properly in an extensible way.
Figure 1-2 shows what Role Access Control Management looks like..
Autentificarea utilizatorului si control acces
Probabil cea mai important parte a oricrei aplicaii multi-user este cum s v asigurai
c accesul la cerere i datele stocate este securizat i bine protejate. Probleme de
securitate a datelor au devenit una dintre cele mai mari provocri cu care se confrunt
orice departament n aceste zile, i ameninarea nu este doar de atacatori din afara, dar, de
asemenea de la utilizatorii reglementar al cererii. Acest lucru pune presiune pe
dezvoltatori pentru a aduga caracteristici de securitate sofisticate, care pot fi dificil de
implementat n mod corespunztor ntr-un mod extensibil. Figura 1-2 arat cum arat
Role acces a Managementului de Control cum ar fi.
External Services Integration
Its a wide wide world, and this is so very true when it comes to the software world.
There are lots of web services, legacy applications, or other tools that contain data
we want to get after and use. Weve seen this theme emerging, and have built
frameworks inside of SugarCRM to make this easy to leverage in a universal way.
The first way is through the Connectors framework. This framework enables you to
add in-record, on-demand integrations to external Web services with ease. By
default we include integration with LinkedIn, the popular professional social
network, which allows you to look up information about the various people and
organizations stored in your SugarCRM application. Other integrations to
InsideView and Hoovers come with the different editions of SugarCRM, and
developers have built additional integrations using the Connectors framework with
Google, Twitter, and many other services. See Figure 1-3 for an example of using
this with LinkedIn.
Servicii externe de integrare
Este o lume la nivel larg, iar acest lucru este att de foarte adevrat atunci cnd vine
vorba de software din lume. Exist o mulime de servicii web, aplicatii mai vechi, sau alte
instrumente care conin date vrem s ajungem dup i de a folosi. Am vzut aceast tem
n curs de dezvoltare, i au construit cadre interiorul SugarCRM pentru a face acest lucru
uor de prghie n mod universal.
Primul mod este prin cadrul Conectori. Acest cadru v permite s adugai n nregistrare,
integrari la cerere pentru servicii Web externe fr probleme. n mod implicit includem
integrare cu LinkedIn, populara reea social profesional, care v permite s cutai
informaii despre diferite persoane i organizaii stocate n aplicaia dumneavoastr
SugarCRM. Alte integrari la InsideView i Hoovers vin cu diferite ediii ale SugarCRM,
iar dezvoltatorii au construit integrri suplimentare utiliznd cadrul Conectori cu Google,
Twitter, i multe alte servicii. Vezi Figura 1-3 pentru un exemplu de utilizare a acestei cu
LinkedIn.
Ease of Administration
The most forgotten part of any application is the administration interface. I find this
the most important piece of an application, since this makes an administrators life
much easier for the common tasks they need to accomplish on a regular basis. It also
can help streamline maintenance of the application, as you can have simple forms to
handle tasks that would be quite complex otherwise. Figure 1-4 shows the
Administration panel.
SugarCRM has an entire administration section, and with access control limits, you
can control which users can access this and for which modules the user has access to.
And if you build custom modules, you can also add administration panels for
controlling the features of them.
Uor de Administrare
Partea cea mai uitat de orice aplicaie este interfaa de administrare. Mi se pare cel mai
important piesa a unei cereri, deoarece acest lucru face viaa un administrator mult mai
uor pentru sarcinile comune de care au nevoie pentru a realiza n mod regulat. De
asemenea, poate ajuta la eficientizarea ntreinere a cererii, dup cum putei avea forme
simple, s se ocupe de sarcini care ar fi destul de complexe altfel. Figura 1-4 prezint
panoul de administrare.
SugarCRM are o ntreag seciune de administrare, precum i cu limitele de control al
accesului, putei controla care utilizatorii pot accesa acest lucru i pentru care modulele
utilizatorul are acces la. i dac v construi module personalizate, putei aduga, de
asemenea panouri de administrare pentru controlul caracteristicile lor.
Easy to Use Developer Tools
Since most people dont want to have to dig into source code or configuration files
when they need to change or modify the fields or layouts in the application, weve
created a few different GUI tools to simplify the process. These tools make most
common customizations youll do in SugarCRM very simple. Figure 1-5 shows what
these tools look like.
Heres the breakdown of the GUI tools provided in SugarCRM:
Studio is a tool for modifying the out-of-the-box modules, enabling adding and
editing fields, changing layouts, and adding new relationships to other modules. The
commercial editions of SugarCRM also contain a support for Sugar Logic, which is
a way to easily create calculated field values and control field visibility based on
formulas that can be built with a GUI-based Formula Editor (well see how this in
action in Chapter 3).
Module Builder enables you to build new modules, which you can deploy on the
current instance or package up for deployment on a different SugarCRM instance.
Sugar Portal Editor (Enterprise and Ultimate Editions only) allows you to customize
the self-service portal
Dropdown Editor allows you to edit the display fields and database values for the
various dropdown fields used throughout the application.
Workflow (Professional, Corporate, Enterprise and Ultimate Editions only) allows
you to create business logic actions when a record is created or changed in a defined
way.
Well learn more about these tools in Chapter 2, and put them in action in Chapter
3.
Uor de utilizat Instrumente de dezvoltare
Din moment ce majoritatea oamenilor nu doresc s aib s sape n codul sau de
configurare surs de fiiere atunci cnd au nevoie pentru a schimba sau de a modifica
cmpurile sau aspectele n cerere, am creat cteva instrumente GUI diferite pentru a
simplifica procesul. Aceste instrumente fac particularizri mai comune vei face n
SugarCRM foarte simplu. Figura 1-5 arat ce aceste instrumente arata.
Iat defalcarea instrumentelor GUI prevzute n SugarCRM:
Studio este un instrument pentru modificarea modulelor out-of-the-box, care permite
adugarea i editarea domenii, schimbarea machete, i adugarea de noi relaii cu alte
module. Ediiile comerciale ale SugarCRM conin, de asemenea un suport pentru Sugar
Logic, care este o modalitate de a crea cu uurin valorile cmp calculat i vizibilitate
cmp de control bazat pe formule care pot fi construite cu o formul pe baz de EditorGUI (vom vedea modul n care aceast aciune n n capitolul 3).
Modulul Builder v permite s construiasc noi module, pe care le putei implementa pe
instana curent sau pachet pentru implementare pe un alt SugarCRM instan.
Zahr Portal Editor (numai ediiilor Enterprise i Ultimate) v permite s personalizai
portalul self-service
Vertical Editor v permite s editai cmpurile de afiare i valorile de baz de date
pentru diverse domenii derulante utilizate n aplicaia.