Comments on: CRM & CMS integration: Web pages and forms http://zenofnptech.org/2009/04/crm-cms-integraton-web-pages-and-forms.html Thoughtful and sometimes snarky perspectives on nonprofit technology Tue, 02 Mar 2010 15:27:46 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Ken Wasetis http://zenofnptech.org/2009/04/crm-cms-integraton-web-pages-and-forms.html/comment-page-1#comment-6576 Ken Wasetis Sun, 26 Apr 2009 17:55:37 +0000 http://www.zenofnptech.org/?p=500#comment-6576 Sorry - the link to the Plone Symposium East conference schedule should have been: <a href="http://plone.org/events/regional/plone-symposium-east-2009/plone-symposium-east-schedule" rel="nofollow"> http://plone.org/events/regional/plone-symposium-east-2009/plone-symposium-east-schedule </a> Sorry – the link to the Plone Symposium East conference schedule should have been:

http://plone.org/events/regional/plone-symposium-east-2009/plone-symposium-east-schedule

]]> By: Ken Wasetis http://zenofnptech.org/2009/04/crm-cms-integraton-web-pages-and-forms.html/comment-page-1#comment-6575 Ken Wasetis Sun, 26 Apr 2009 17:54:06 +0000 http://www.zenofnptech.org/?p=500#comment-6575 I'm enjoying following your CMS-to-CRM integration posts. I'll be presenting Plone-to-SugarCRM integration for my company, ContextualCorp.com, both at the <a href="http://www.cmsexpo.net/sessions/459.html" rel="nofollow"> CMS Expo</a> next week, and at the <a href="http://plone.org/events/regional/plone-symposium-east-2009/plone-symposium-east-schedule" Plone Symposium East</a> at Penn State at the end of May. We'll be having a development sprint immediately after the symposium at Penn State, with a target of June 1 as the open source release date. In case anyone following your posts is interested in using open source tools for both CMS and CRM (which both Plone and SugarCRM are, as opposed to Salesforce.) This integration approach allows for querying information from all SugarCRM modules (Leads, Contacts, Accounts, Cases, Opportunities, KnowledgeBase, etc.) by the Plone website, and filtering that information down to just what the currently logged-in user should see. This isn't just the 'web-to-lead' form type 'light integration' approach. We're referring to this new connector for Plone as the 'SweetCRM' connector for SugarCRM. If you'd like to find out more and can't attend either talk, one or both should be online after the conferences, or we can discuss the details in-person. I just wanted to get the word out that there is an all-open-source option to CMS-to-CRM integration. Thanks for what you do! Keep it up! Cheers, Ken Wasetis President Contextual Corp. I’m enjoying following your CMS-to-CRM integration posts. I’ll be presenting Plone-to-SugarCRM integration for my company, ContextualCorp.com, both at the CMS Expo next week, and at the <a href=”http://plone.org/events/regional/plone-symposium-east-2009/plone-symposium-east-schedule” Plone Symposium East at Penn State at the end of May.

We’ll be having a development sprint immediately after the symposium at Penn State, with a target of June 1 as the open source release date.

In case anyone following your posts is interested in using open source tools for both CMS and CRM (which both Plone and SugarCRM are, as opposed to Salesforce.)

This integration approach allows for querying information from all SugarCRM modules (Leads, Contacts, Accounts, Cases, Opportunities, KnowledgeBase, etc.) by the Plone website, and filtering that information down to just what the currently logged-in user should see. This isn’t just the ‘web-to-lead’ form type ‘light integration’ approach. We’re referring to this new connector for Plone as the ‘SweetCRM’ connector for SugarCRM.

If you’d like to find out more and can’t attend either talk, one or both should be online after the conferences, or we can discuss the details in-person. I just wanted to get the word out that there is an all-open-source option to CMS-to-CRM integration.

Thanks for what you do! Keep it up!

Cheers,
Ken Wasetis
President
Contextual Corp.

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