CRM data migrations for Enterprises

When implementing a CRM system for an established Enterprise organisation, there are many systems to gather data from, to be able to provide a comprehensive customer view to the end-users of the software.

The 360 degrees customer view is normally obtained by combining real-time integrations with external systems (such as accounting software, ERP, recommendation engines etc.) with an extensive process of data migration including data mapping, data scrubbing, manipulation and import from existing systems that will eventually be decommissioned.

Today I will focus specifically on the subject of performing a sizeable initial data load from a system to Sugar’s CRM system.

Read moreCRM data migrations for Enterprises

Powerful customisations with Sugar’s ACL

Today I want to explore a customisation possibility that is so powerful and still often neglected: customising Sugar’s ACL framework.

The Actions and field visibility part of the ACL in Sugar is normally applied through the use of Roles within the application’s UI, while the visibility of a record is applied through the visibility framework that either allows a user to see a module’s entry or not.

There are two important nuances about Roles in Sugar that I should mention:

  1. Most restrictive prevails, if a user happens to be assigned to more than one Role
  2. Roles do not apply to Sugar Admin type users

The power of the ACL framework is due to the fact that it applies both to the back-end of the system (eg: the API will not allow writes) and to the UI as well by driving buttons and visual screen elements that would allow the user to perform or not the actions.

Read morePowerful customisations with Sugar’s ACL