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TOP TEN INTEGRATION TARGETS FOR
SUGAR
Glenn Johnson
Senior Vice President
Magic Software Americas
@glenn4pr @MagicSoftware#SugarCon
CRM Profit Cycle
2
360 View
Cost
reduction
Better
Customer
Service
Enhanced
Customer
Experience
Increased
Customer
Satisfaction
Better
Customer
Retention
Loyal
customers
More repeat
business
More new
business
More Profit!
Integration Enhances CRM Profit Cycle
3
Integrated
CRM
Benefits
360 View
Data
Integration
NetworkedCustom
Business
Process
Orchestration
6 of top 10 Integration Touchpoints are
to ERP Systems
4
Financial
Management
• General Accounting
• Accounts Payable
• 1-Accounts
Receivable
• Fixed Assets
• 2-Address Book /
Communications
Distribution
Management
• Procurement
Management
• 3-Sales Order
Management
• 4-Inventory /
Warehouse
Management
Human Capital
Management
• Human Resources
• Benefits
Administration
• 5-Payroll
Manufacturing
Management
• Manufacturing
Accounting
• Plant and
Equipment
Maintenance
Management
• 6-Product Data
Management
• Shop Floor
Management
#1 Opportunity to Order Conversion
5
Lead
Opportunity
Account
Contact
ERP Sales Order
#2 Address Book Integration
6
CRM
ERP
address book integration
#3 Accounts Receivables Integration
7
CRM
ERP
credit status integration
#4 Inventory/Warehouse Integration
8
CRM
ERP
inventory status check
WMS
#5 Payroll Integration
9
CRMERP
sales commission calculation
#6 eCommerce Integration
• abandoned cart-to-
opportunity sync
• closed order sync
• activity sync
• address book sync
• Master Item Data
sync
10
Web
Commerce
Mobile
Commerce
Local
Commerce
Social
Commerce
Daily
Commerce
#7 Work Order Integration
11
Lead
Opportunity
Account
Contact
ERP Sales Order
Work Order System
#8 Supply Chain Integration
12
Lead
Opportunity
Account
Contact
ERP Sales Order
SCM System
#9 Product Lifecycle Management
Integration
13
CRM
ERP
eCommerce
PLM
master data synchronization
#10 Mobile Integration & Apps
• Composite CRM, ERP and other
systems
– data mash-ups
– process orchestration
• Online and Offline apps
• Location and Context Sensitive
– process specific
– industry and business specific
– location aware
– device enhanced features
• barcode
• photo attachments
• etc.
14
Databases,
Frameworks
Enterprise
Applications
Grid deployment, Cloud and On-Premise, Shared-
Nothing architecture, In-Memory Messaging,
Async/Sync., Context, Scalability, Security
Enterprise
Adapters
Comprehensive Enterprise Architecture
Orchestration, Transformation, Routing,
Transactions, Monitoring, Management
Protocol
Adapters
Smarter Technology
Magic xpi Studio
Flow Editor
Data
Mapper
Checker Debugger
Topology
Editor
Business
Process
Editor
Magic xpi
Monitor
Dashboard Log
Magic
xpi
Server
with
In-
Memory
Data Grid
Technology
Magic xpi Flow Editor
Visual: Drag, Drop and Configure
Magic xpi Data Mapper
Visual: Drag and Map Data Connectivity
CASE STUDY
Sennheiser Electronic GmbH & Co. KG
– Integration of SugarCRM and JD
Edwards
About Sennheiser:
Turnover: € 584.4 million (2012)
Number of employees: 2,329 people worldwide (2012 average), 1,226 (53 %) in
Germany and 1,103 (47 %) abroad
Manufacturing plants:
Germany (microphones, headphones, wireless microphone and monitoring systems,
conference and information systems, aviation headsets)
Ireland (headphones, audiology products, monitor loudspeakers, integrated systems
products)
USA (wireless microphone and monitoring systems)
Sales subsidiaries
France, Great Britain, Belgium, the Netherlands, Switzerland and Liechtenstein,
Germany, Denmark (Nordic), Russia, Hong Kong, India, Singapore, Japan, China,
Canada, Mexico and the USA
21
Sennheiser Selects Magic for Central Integration Plattform
Sennheiser automatesbusinessprocessesacrossSugarCRMand Oracle JD
Edwards; The firstofmanyintegrationprojectsplannedwithawardwinning Magic xpi
Integration Platform.
The Challenge
• Central Integration Platformtointegrate ERP from Oracle JD Edwards with CRM
fromSugarCRMandothersystemsof a heterogenous IT landscape (IBM Content Manager
ECM, ProductLabeling System PLM (CIM Database), Lotus Notes, Microstrategy etc.
• Platformneededtobe flexible, scalable, easy touseandmaintain
The Solution
• Magic xpi`s standard adapter for JD Edwards and SugarCRM made lengthy
programming of interfaces unnecessary
• Flexible andstable Central Integration Platform in a hub-and-spokearchitecture
• Process Automation with synchronization of account data, sales information, vendor and
invoice data
22
Sennheiser Selects Magic for Central Integration Plattform
The Benefits
• Standard adaptermadeintegration quick and easy toimplement
• Future integration projects, changes or reacting to business requirements can also be
performed quickly and easily
• Integration Platform provides a clear architecture for efficient maintenance and prevents
Spaghetti Code
• Nodatasilosbyintegratingthewhole IT landscape
• Automation ofbusinessprocessesincreasesproductivity
• In-Memory Computing Architecturefor high availability, elasticscalabilityand 24/7
businesscontinuity
Application Landscape
(7) Tesa
(1)
SugarCRM
(2) IBM
Content
Manager
(3) PLM CIM
database
(4) Guardus
CRQ
(5) LVR -
Warehouse
(6) Product
Labeling(8)
Microstrate
gy (BI)
(9) Lotus
Notes
(10) WUP
(11) EDI
Magic xpi
(12)
(13)
(14)
JD Edwards
EnterpriseOne
ERP
Sennheiser Selects Magic for Central
Integration Plattform
Magic xpi Architecture at Sennheiser
Magic xpi Process Engine (Server)
SugarCRM
Opportunities
Accounts
Contacts
Leads
Campaigns
Targets
Target Lists
Cases
Calender
Calls
Meetings
…
…
…
JD Edwards
IBM Content Manager
Micro Strategy (BI)
Lotus Notes
WUP
ProductLabeling
LVR Warehouse
Guardus CRQ
PLM CIM Database
TESA
etc.
Scalability
Transaction
Security
Error-Handling
Monitoring via Magic xpi Monitor
Integration Process
Regelbasierte
Implementierung der
logischen Flow‘s
Business-
Rules
GraphicalMod
elling
Rulebased
Implementation
oflogicalflows
AdapterComponent
Magic Software Enterprises empowers customers
around the globe with smarter technology that
delivers a multichannel user experience for
enterprise processes and business logic and data
A global provider of application
development and business integration
platforms
Focused on
business
needs
Innovative
technology
Proven
experience
Who We Are
Corporate Overview
Established
In 1983
NASDAQ(MGI
C)
15 offices
Worldwide
>50 Countries
>1000
Employees
>2,500
Global Partners
Thousands
Of Customers
Millions
Of End-users
Global Presence
R&D Labs
Regional Headquarters
Support Centers
THANK YOU
gjohnson@magicsoftware.com (949) 250-1718
@glenn4pr #SugarCon

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Top Ten Integration Targets for Sugar

  • 1. TOP TEN INTEGRATION TARGETS FOR SUGAR Glenn Johnson Senior Vice President Magic Software Americas @glenn4pr @MagicSoftware#SugarCon
  • 2. CRM Profit Cycle 2 360 View Cost reduction Better Customer Service Enhanced Customer Experience Increased Customer Satisfaction Better Customer Retention Loyal customers More repeat business More new business More Profit!
  • 3. Integration Enhances CRM Profit Cycle 3 Integrated CRM Benefits 360 View Data Integration NetworkedCustom Business Process Orchestration
  • 4. 6 of top 10 Integration Touchpoints are to ERP Systems 4 Financial Management • General Accounting • Accounts Payable • 1-Accounts Receivable • Fixed Assets • 2-Address Book / Communications Distribution Management • Procurement Management • 3-Sales Order Management • 4-Inventory / Warehouse Management Human Capital Management • Human Resources • Benefits Administration • 5-Payroll Manufacturing Management • Manufacturing Accounting • Plant and Equipment Maintenance Management • 6-Product Data Management • Shop Floor Management
  • 5. #1 Opportunity to Order Conversion 5 Lead Opportunity Account Contact ERP Sales Order
  • 6. #2 Address Book Integration 6 CRM ERP address book integration
  • 7. #3 Accounts Receivables Integration 7 CRM ERP credit status integration
  • 9. #5 Payroll Integration 9 CRMERP sales commission calculation
  • 10. #6 eCommerce Integration • abandoned cart-to- opportunity sync • closed order sync • activity sync • address book sync • Master Item Data sync 10 Web Commerce Mobile Commerce Local Commerce Social Commerce Daily Commerce
  • 11. #7 Work Order Integration 11 Lead Opportunity Account Contact ERP Sales Order Work Order System
  • 12. #8 Supply Chain Integration 12 Lead Opportunity Account Contact ERP Sales Order SCM System
  • 13. #9 Product Lifecycle Management Integration 13 CRM ERP eCommerce PLM master data synchronization
  • 14. #10 Mobile Integration & Apps • Composite CRM, ERP and other systems – data mash-ups – process orchestration • Online and Offline apps • Location and Context Sensitive – process specific – industry and business specific – location aware – device enhanced features • barcode • photo attachments • etc. 14
  • 15. Databases, Frameworks Enterprise Applications Grid deployment, Cloud and On-Premise, Shared- Nothing architecture, In-Memory Messaging, Async/Sync., Context, Scalability, Security Enterprise Adapters Comprehensive Enterprise Architecture Orchestration, Transformation, Routing, Transactions, Monitoring, Management Protocol Adapters
  • 16. Smarter Technology Magic xpi Studio Flow Editor Data Mapper Checker Debugger Topology Editor Business Process Editor Magic xpi Monitor Dashboard Log Magic xpi Server with In- Memory Data Grid Technology
  • 17. Magic xpi Flow Editor Visual: Drag, Drop and Configure
  • 18. Magic xpi Data Mapper Visual: Drag and Map Data Connectivity
  • 19. CASE STUDY Sennheiser Electronic GmbH & Co. KG – Integration of SugarCRM and JD Edwards
  • 20. About Sennheiser: Turnover: € 584.4 million (2012) Number of employees: 2,329 people worldwide (2012 average), 1,226 (53 %) in Germany and 1,103 (47 %) abroad Manufacturing plants: Germany (microphones, headphones, wireless microphone and monitoring systems, conference and information systems, aviation headsets) Ireland (headphones, audiology products, monitor loudspeakers, integrated systems products) USA (wireless microphone and monitoring systems) Sales subsidiaries France, Great Britain, Belgium, the Netherlands, Switzerland and Liechtenstein, Germany, Denmark (Nordic), Russia, Hong Kong, India, Singapore, Japan, China, Canada, Mexico and the USA
  • 21. 21 Sennheiser Selects Magic for Central Integration Plattform Sennheiser automatesbusinessprocessesacrossSugarCRMand Oracle JD Edwards; The firstofmanyintegrationprojectsplannedwithawardwinning Magic xpi Integration Platform. The Challenge • Central Integration Platformtointegrate ERP from Oracle JD Edwards with CRM fromSugarCRMandothersystemsof a heterogenous IT landscape (IBM Content Manager ECM, ProductLabeling System PLM (CIM Database), Lotus Notes, Microstrategy etc. • Platformneededtobe flexible, scalable, easy touseandmaintain The Solution • Magic xpi`s standard adapter for JD Edwards and SugarCRM made lengthy programming of interfaces unnecessary • Flexible andstable Central Integration Platform in a hub-and-spokearchitecture • Process Automation with synchronization of account data, sales information, vendor and invoice data
  • 22. 22 Sennheiser Selects Magic for Central Integration Plattform The Benefits • Standard adaptermadeintegration quick and easy toimplement • Future integration projects, changes or reacting to business requirements can also be performed quickly and easily • Integration Platform provides a clear architecture for efficient maintenance and prevents Spaghetti Code • Nodatasilosbyintegratingthewhole IT landscape • Automation ofbusinessprocessesincreasesproductivity • In-Memory Computing Architecturefor high availability, elasticscalabilityand 24/7 businesscontinuity
  • 23. Application Landscape (7) Tesa (1) SugarCRM (2) IBM Content Manager (3) PLM CIM database (4) Guardus CRQ (5) LVR - Warehouse (6) Product Labeling(8) Microstrate gy (BI) (9) Lotus Notes (10) WUP (11) EDI Magic xpi (12) (13) (14) JD Edwards EnterpriseOne ERP Sennheiser Selects Magic for Central Integration Plattform
  • 24. Magic xpi Architecture at Sennheiser Magic xpi Process Engine (Server) SugarCRM Opportunities Accounts Contacts Leads Campaigns Targets Target Lists Cases Calender Calls Meetings … … … JD Edwards IBM Content Manager Micro Strategy (BI) Lotus Notes WUP ProductLabeling LVR Warehouse Guardus CRQ PLM CIM Database TESA etc. Scalability Transaction Security Error-Handling Monitoring via Magic xpi Monitor Integration Process Regelbasierte Implementierung der logischen Flow‘s Business- Rules GraphicalMod elling Rulebased Implementation oflogicalflows AdapterComponent
  • 25. Magic Software Enterprises empowers customers around the globe with smarter technology that delivers a multichannel user experience for enterprise processes and business logic and data
  • 26. A global provider of application development and business integration platforms Focused on business needs Innovative technology Proven experience Who We Are
  • 27. Corporate Overview Established In 1983 NASDAQ(MGI C) 15 offices Worldwide >50 Countries >1000 Employees >2,500 Global Partners Thousands Of Customers Millions Of End-users
  • 28. Global Presence R&D Labs Regional Headquarters Support Centers
  • 29. THANK YOU gjohnson@magicsoftware.com (949) 250-1718 @glenn4pr #SugarCon

Notas del editor

  1. Hiererklärenwo Magic xpi imspeziellenimKontextmit SFDC zusehenist :Magic xpi ist die Schnittstellezwischen ALLEN SFDC Plattformen und Dienstenhinzu den unterschiedlichenBackendsystemenSales cloud = unser CRMService cloud = Remedy Force (Remedy in Salesforce)Custom cloud = eigeneAnwendungen auf force.com odereigeneAnwendung in salesforce.comDatabase.com läuftauchunter Custom cloud (Unterstützung per WebServiceoder REST ist da, unklar, obüberunseren SFDC Konnektor)Heroku – Cloud Anbieterfür Ruby, Java, Node.js, Clojure, Python, ScalaChatter wirdrudimentärunterstützt, Feed, Links, Dokumentekönnenangelegtwerden, abernichtgelesenwerden, abernicht die Chatter API direktHiererklärenwo Magic xpi imspeziellenimKontextmit SFDC zusehenist :Magic xpi ist die Schnittstellezwischen ALLEN SFDC Plattformen und Dienstenhinzu den unterschiedlichenBackendsystemenWirunterstützenalleStandartobjecte + Customobject und Änderungen an diesen.SalesCloud2: klassiche CRMServiceCloud2: Remedi Force (helpdesk), BMC RemediCustomCloud2: EigeneAnwendungen (basis salesforce.com) schreiben… überAppaxchange an andereKundenvertrieben (Möglichauch auf force.com)DataBase.com: technischmöglichüberWebservices, RestservicesHeroku.com: rubi,java,node.js in der Cloud programieren.Redy&six: wirdnichtsupportetChatter: Wirdrodimentärunterstütz. An Account legenoderlesenwir feeds an. Abernicht an der Rodimentären Chatter API. Chatter nur in verbindungmit CRM.