Open-source customer relationship management software SugarCRM has proven to be more powerful as it can now incorporated Magento into its services and offerings.
Launched on March 31, 2008 as an open source e-commerce web application, Magento is widely used by online retailers with over 150,000 websites using it. Such sites range from smaller e-commerce sites to multinational businesses such as Samsung.
A sync has been created between SugarCRM and the open source e-commerce system Magento where in information on online store websites could be transferred into SugarCRM. The new application allows Magento-registered customer to be synced with SugarCRM as a new lead. The lead created in SugarCRM following the completion of the customer’s checkout in the online store will be converted into an account and a contact with information on address and phone numbers from the form filled up in the checkout.
In addition, a lead will be automatically created for each customer and that will be converted into which all products being ordered will be added.
An account can be created by a new customer on the online store website for purchasing items or for subscription to newsletters. All data entered in the registration from will be transferred to the SugarCRM which will then create a lead.
All leads created will be updated with the new information from Magento, leading to the creation of an Account, Contact and Opportunity.
Magento uses object-oriented programming (OOP) and EAV model, allowing it to be much more versatile compared with other e-commerce platforms when it comes to storage of large range of data.
Magento is also made by its features adaptable that allows multiple themes to run on one set of layout commands and even similar database.
If you have an on-line store you probably wondered how you could create a link between Magento and SugarCRM where the information introduced on your website could be transferred into SugarCRM. The new application released by Danmar Computers creates a sync between Magento, the open source ecommerce system and SugarCRM. In short, with the new module, when a customer registers in Magento, that customer will be synced with Sugar CRM as a new lead, and when the customer completes the checkout in the store the lead created in Sugar CRM will be converted into an account and a contact, adding the address and the phone numbers from the checkout form.
In addition, the module will automatically create a lead for each client which will be converted into an opportunity* and in which all the ordered products will be added.
A new customer on the store`s site can create an account to purchase some items or just to subscribe to the newsletter, offers. After finishing the registration form and hitting the “Submit” button, creating an account, the entered data will be sent to the SugarCRM instance and a Lead will be created.
If the customer continues with a purchase of some items form the store, on the last step of the Checkout form, upon submitting the order in the store, all the data will be sent to the SugarCRM instance. The created lead, mentioned earlier, will be updated with the new data from Magento (addresses, phones etc.) and will be converted creating an Account, Contact and Opportunity.
If the customer does not create an account prior to an order or doesn’t want to create one, submitting the order as a guest, in the SugarCRM instance a lead will be created and afterwards it will be converted.
The ordered products will be added in the Opportunity, in the tab “Magento Products”. All the products will be added also in the “Magento Product Catalog”, in SugarCRM , if they do not already exist, in order to keep track of them and to create reports and graphs.
* Only PRO version available here:
SugarCRM Magento Connector PRO