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May 13th: If This Then That

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Page 1: May 13th: If This Then That
Page 2: 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

Page 3: May 13th: If This Then That

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

Page 4: May 13th: If This Then That

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

Page 5: May 13th: If This Then That

Module Builder / StudioDemonstration and Discussion

Page 6: May 13th: If This Then That

Future WebinarsTopics 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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