Sales Tracking System using SugarCRM Community Edition - Case Study

Client Profile

The client is Internet marketing firm based out of California, US.

Purpose

To customize SugarCRM for management of various accounts of Customers.
To develop a hierarchy of Admins, Managers and Agents, such that Admins have full authority over all Managers and Agents.
To provide functionality of Integration of CRM with existing Joomla website for sales tracking of managers and agents.

Business Need

This application is to be implemented to help administrators monitor the managers and agents. Each of the agents will have their own customer accounts which are accessible by mangers to whom they report to. Similarly, managers can also have their customer accounts which are accessed by admin. The need was to integrate existing Joomla website with CRM. The actual sales occur through a website developed in Joomla, and for each sale made from the Joomla website, the seller will get some commission. The need was to track these sales and calculate the commission of individual and generate reports.

Solution

To meet the purpose briefed above, an application is developed with SugarCRM that effectively provides user friendly interface to create and monitor customer accounts, view the commission of individuals, set the commission levels, calculate commissions and generate reports.

Features / Modules

The CRM software SugarCRM is customized to support following features

Create groups, users and set access rights
Manage customer accounts.
View and update commission levels.
Generate reports.

Tools and Technologies used for implementation

SugarCRM 5.0 (Community Edition)
MySQL
PHP
Joomla