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

04/11/2023 ©2012 SugarCRM Inc. All rights reserved. 2

Hillel - Vice President for Information Technology & Administration

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About Hillel


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.

Tweet: #SCON1204/11/2023 ©2012 SugarCRM Inc. All rights reserved. 4

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?


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


Contacts can be different “Types” of People – Customers,

Volunteers, Board Members, etc.



System automatically allows users to perform different

actions based on roles and user data








Facebook Connector for SugarCRM

PeopleEvents

Interactions


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


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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