Extend the Capabilities of SugarCRM Using · 2016-11-27 · Page 10 Copyright 2010@iZeno Pte Ltd...

www.izeno.comCopyright 2010@iZeno Pte Ltd

Extend the Capabilities of

SugarCRM Using

Benny Ng ,Director BD, iZeno

@ Sugar Con 2011

http://www.izeno.com.sg/

Copyright 2010@iZeno Pte Ltd

Are you the CRM guy in your company?

Page 2

Are you getting the

recognition that you

deserved for the

business users?

Copyright 2010@iZeno Pte LtdPage 3

Current Status - Short Message Service (SMS)

•SMS is the most widely used data application in the world, with

2.4 billion active users, or 74% of all mobile phone subscribers.

•In 2008, 4.1 trillion SMS text messages were sent.

•SMS is relatively popular in Europe, Asia and Australia and less

so in North America.

(Wikipedia)


How do you use it for commerical?

There are some fantastic uses of SMS:

•Your car is ready, please come by and pick it up, thank you for

your business.

•You are nearing the limit on your <insert many things>, would

you like to add to the balance now?

•We are running a special on double mocha lattes, please stop

by, show the attached code

•Here is your boarding card sir/madam, just use the attached QR

code to board your flight.’

Extracted from Mitch Lieberman Blog on Where Does SMS Fit

in the [Social] World?

http://mjayliebs.wordpress.com/2011/02/27/where-does-sms-fit-

in-the-social-world/

http://mjayliebs.wordpress.com/2011/02/27/where-does-sms-fit-in-the-social-world/


What Kind of SMS do I receive in Singapore?

•Reaching out to members

and customers on events


How does folks in Asia use SMS?

•Informative: Product Launch








Key Business Benefits

Enhance sales person productivity and improve customer intimacy with Company/Sales person.

SMS alerts to sales person on the move on assignment of leads for quick follow up.

Send thank you SMS after appointment with customers.

Send greeting to customer on their birthday via SMS.

Increase customer satisfactions and lower churn rates. Keep customer informed of any updates to their cases/feedbacks.

Send reminders to customers on renewals/next service date.

Sales

Customer

Support

Improve returns from Marketing campaigns send personalized SMS (for promotion,events) to targeted receiptents.

Eg. Sending SMS to leads where a call is made for the past 2 weeks.

Marketing

Better collaboration among co-workers Task assignment and acceptance can be done viaSMS.

No need for mobile broadband access for people on the move.Collaboration


Overview

iZeno SMS module allows you to send SMS within SugarCRM.

Features

Create and send SMS to a single contact/leads from Detail view.

Create and send SMS to multiple contacts/leads from List view.

Send Quick Message to a phone number (like creating a email/task)

SMS Template Creation

SMS Campaigns using SugarCRM Campaign Module and Target Lists.

Campaign Statistics and Dashboards

Automated SMS alerts defined by workflows management.

Dynamic fields customisations in SMS Template


Overview (Cont’d)

Administrator ~ Available

SMS Activity log and audit trails.

Roles access Control

Gateway settings

Field Selector ~ enables fields (standard/custom) to be the phone

number as the SMS receipients.

Advanced Features

Available:Two-way SMS. (need to purchase Shortcode or Keyword) for

most countries.

In the pipeline: integration with Twilio for 2 way SMS. (For US and

Canada number only)


Create and send SMS to single contact

Click to send SMS

Click onto the mobile phone icon

to trigger message sending box.

Message box shows you the

number of characters in the SMS.


Create and send SMS to multiple contacts

Step 1

Search and

select the

contacts to

receive SMS.

Step 2

Click onto the

compose SMS

action button.



Step 3

Input SMS

message to be

sent to multiple

conytacts.


Create and send SMS using SMS Templates

Select SMS Template to use SMS Template allows insert of variables .


Installation of SMS Module

Sign up for trials via this URL: http://www.izeno.com.sg/index.php/products/sms-solutions/sms-trial

You will be given a module to download with valid SMS credits worth of 2 USD.

Rates table for SMS is available at this URL:

http://www.izeno.com.sg/index.php/products/sms-solutions/sms-rate-table

Please make sure that your current system is running on Sugar 6.

Login as a admin user.

In the System sub-panel of the Administration Home page, click Module Loader.

If you deployed the package, it is listed in the top panel and has already been made available to other users

in your organization. You can uninstall it or disable it by clicking the appropriate button.

http://www.izeno.com.sg/index.php/products/sms-solutions/sms-trial

http://www.izeno.com.sg/index.php/products/sms-solutions/sms-rate-table


Installation of SMS Module

Click Browse to navigate to the location of the module’s zip file on your local machine.

Select the filenaame:iZeno_SMS_Module.zip and then click Open.

The path to the zip file displays in the Module field.

Click Upload. The uploaded module displays in the bottom panel.

Click Install. The license agreement displays on the screen.


Configuration of SMS Module

In the Short Message Service sub-panel of the Administration Home page, click SMS & Modules Relationship

Select the highlighted modules and click the arrow key to determine which existing modules can send SMS.

Click Save. System will prompt you to repair the module.

This is correct. Please proceed and execute.


Configuration of SMS Module

In the Short Message Service sub-panel of the Administration Home page, click Field Selector.

This will activate phone number fields in the module that can send out SMS.

Select the highlighted fields and click the arrow key to determine which existing field can send SMS.

We have selected Mobile here in this example.

Click Save.


Create and send SMS to single contact

Click to send SMS

Click onto the mobile phone icon to trigger

message sending box.

Message box shows you the number of

characters in the SMS.

If the message exceeds 140 characters, the

send button will be disable.



Step 1

Search and

select the

contacts to

receive SMS.

Step 2

Click onto the

compose SMS

action button.



Step 3

Input SMS

message to be

sent to multiple

conytacts.

System display

the list of SMS

receipients.



Go to Email>Create Email Template> check SMS only to create the SMS template for use

in campaigns or via compose SMS from list view/detail view.

Please note that variable custom fields can be used in SMS template for Campaign.



Select SMS Template to use. SMS Template allows insert of variables .

This is only applicable to sending SMS

using SugarCRM Campaign module.


Sending SMS Campaign from SugarCRM

Using the Campaign Wizard

http://www.sugarcrm.com/crm/support/documentation/SugarProfessional/6.1/-docs-Application_Guides-

Sugar_Professional_Application_Guide_6.1.0GA-Campaigns.html#1277195

You can use the Campaign Wizard to guide you through the process of creating a campaign.

To create a campaign using the Campaign Wizard

1.From the Actions list on the Campaigns tab, select Create Campaign (Wizard).

Sugar displays the Campaign wizard on the screen.

Select Type as SMS.

http://www.sugarcrm.com/crm/support/documentation/SugarProfessional/6.1/-docs-Application_Guides-Sugar_Professional_Application_Guide_6.1.0GA-Campaigns.html#1277195



2. Enter Campaign name and other necessary information such as budget.



3. Select Target List



3. Select Target List



4. Create marketing to determine date/time to send SMS blast to the selected target list.



5. Finally send test SMS or schedule the actual SMS blast as per Email campaigns.

Please note that you can view SMS queue in Email Queue (in Administration panel)



6. For 1st time users, please setup the scheduler for SMS campaign.


SMS Integration to Workflow management (More details later)

Define the

condition of

workflow.

Create alerts

and actions to

be taken when

workflow is

being triggered.

Eg. When a

sales

opportunity is

being won, a

SMS will be

sent to the

delivery team

for processing.


2 Way SMS?


Value Propositions of iZENO SMS Module for SugarCRM

Download ,install SMS

module and purchase

credits to start sending

SMS.

Tight integration with

SugarCRM Workflow,

Core modules,custom

modules,Campaign and

role access.

Using SugarCRM 6.0

award winning User

interface and

customisations platform.

Almost zero learning

curve for existing

SugarCRM users and

administrators.

QUICK TO IMPLEMENT INTEGRATED EASE OF USE




DEMO


Do You Have

Any Questions?

Need clarifications?

Email To [email protected]


THANK YOU VERY MUCH

LIVE DEMO NOW!!!

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Extend the Capabilities of SugarCRM Using · 2016-11-27 · Page 10 Copyright 2010@iZeno Pte Ltd...

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