Seamlessly integrating Web, eCommerce and SugarCRM
Loaded Technologies’ design and development team has implemented a number of web to SugarCRM integrations for its customers with the most common being the capture of contact information from web forms directly into SugarCRM’s leads module.
Loaded Tech has taken SugarCRM customisation and integration much further by integrating website, ecommerce into SugarCRM and then into MYOB accounting system for a not-for-profit organisation in Australia.
The end-to-end integration brings together:
- User facing website Content Management System (CMS) Drupal
- Ecommerce platform Ubercart
- SugarCRM Professional
- MYOB Accounting software
Initiated as a project to eliminate inefficiencies associated with multiple stakeholder databases the project grew to deliver a system that would automate the many manual processes and tasks for a small administration team.
The new system allows:
- Admin staff to manage all stakeholder information within SugarCRM as well as all of the training schedules and products.
- The integration with the website front end allows users to view and purchase the training sessions available in their area as well as supporting products.
- Open source ecommerce solution Ubercart manages the checkout process and pushes all successful purchases into SugarCRM’s products module for invoice preparation and reconciliation in the nightly synchronisation with the MYOB accounting system.
The results so far have been extremely encouraging as the automation of manual tasks have resulted in freeing up Admin time to focus on marketing initiatives to drive further revenue growth.
If you’re facing the following challenges in your organisation we’d love to hear about them:
- Multiple departmental databases in multiple systems
- Lack of centralised visibility of customer information
- Inefficient manual processes
- Lack of integration between customer facing website and internal systems
- The need to generate and manage qualified, sales-ready leads
For more information on Loaded Technologies’ web to SugarCRM integrations contact us at sugar@loadedtech.com.au or call + 61 2 8282 2900.