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May 13th: If This Then That
Intro
• Power Hour
– Developer / Admin Resource
– Promote Successful Implementations
• Ticomix
– SugarCRM “Advanced” Partner
– 2014 Rising Star
– Consulting, Development & Support
– www.ticomix.com
– @TicomixCRM / @TicomixInc
• Webinar Logistics
About Jeff Bickart
• Sugar Developer since version 4.0a
• Director of Engineering of a Voice-Enabled CRM
startup
• Chief Technology Officer, NEPO Systems − SugarCRM
GOLD Partner
• CRM Evangelist, Ticomix
• Contact Information
– @bickart
– www.linkedin.com/in/bickart
– Blog: sugarcrm-dev.blogspot.com
SugarCRM Development 101
• If This Then That
– Building effective workflows using the SugarCRM
Workflow Manager
– Learn more about Process Author (i.e., Advanced
Workflows) Sugar’s easy-to-use business process
management (BPM) and workflow tool
– Questions and Answers
Module Builder / Studio
Demonstration and Discussion
Future Webinars
Topics Subject to Change
• June 10th
– The SugarCRM Platform
• Future Topics
– Using the SugarJobQueue
– LogicHooks
– Deploying Packages
– Layouts
– Views
– Fields
– Building a Wizard

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May 13th: If This Then That

  • 2. Intro • Power Hour – Developer / Admin Resource – Promote Successful Implementations • Ticomix – SugarCRM “Advanced” Partner – 2014 Rising Star – Consulting, Development & Support – www.ticomix.com – @TicomixCRM / @TicomixInc • Webinar Logistics
  • 3. About Jeff Bickart • Sugar Developer since version 4.0a • Director of Engineering of a Voice-Enabled CRM startup • Chief Technology Officer, NEPO Systems − SugarCRM GOLD Partner • CRM Evangelist, Ticomix • Contact Information – @bickart – www.linkedin.com/in/bickart – Blog: sugarcrm-dev.blogspot.com
  • 4. SugarCRM Development 101 • If This Then That – Building effective workflows using the SugarCRM Workflow Manager – Learn more about Process Author (i.e., Advanced Workflows) Sugar’s easy-to-use business process management (BPM) and workflow tool – Questions and Answers
  • 5. Module Builder / Studio Demonstration and Discussion
  • 6. Future Webinars Topics Subject to Change • June 10th – The SugarCRM Platform • Future Topics – Using the SugarJobQueue – LogicHooks – Deploying Packages – Layouts – Views – Fields – Building a Wizard

Editor's Notes

  • #3: Why – we are experts in the field of SugarCRM and have been doing this for a long time and we recognize that its sometimes challenging to the the support you need, specifically for developers. Given our investment in the Sugar community we think its important to make sure that ALL users of sugar are finding success, deploying solutions that provide true value for your business… That said, we know we have a user group here that have varying technical backgrounds, some of you are admins and some are developers. When initially conceived, this Power Hour was designed with the Developer in mind, but due to the response we’ve received from this, we are considering creating two separate tracks, one for developers and one for admins. Regardless of your position, I would encourage you to stay connected today to get a sense of how these webinars will be conducted moving forward… So, what I’d like to do real quick, is have everyone simply answer this one poll question so we can get a better sense of our demographic. Ticomix was founded in 2000 and has locations and people across the country. We are currently an “Advanced” SugarCRM partner, making us one of the top 20 partners in the North America and we have a relationship with Sugar dating back to 2009. Last year we received the sole “Rising Star” award from Sugar, which demonstrates their confidence in Ticomix to continue to develop as one of the top Sugar providers in the world… We provide a full suite of services ranging from Sugar consulting through to on-going support. So, I know that was brief, but we want to turn this over to Jeff as quickly as possible to try and give you as much value from this hour as possible.. So just a couple of logistics.