Case Study on Sugar CRM Customization by Advanz101

1. Case Study:Sugar CRM Customization & Development for www.defensivedriversdiscount.com by

2. Introduction- Our client (http://www.defensivedrivers discount.com/) US based defensive driving school, Defensive Driving is essentially driving in a manner that utilizes safe driving strategies to enables motorists to address identified hazards in a predictable manner. These strategies go well beyond instruction on basic traffic laws and procedures. This presentation is brought to you by advanz101.com

3. Defensive driving certification provide following benefits- • Depending on motorist's state or situation, completing a defensive driving course may prompt your Department of Motor Vehicles (DMV) or presiding court to dismiss the charges. This could possibly prevent your driver's license from getting suspended or revoked. • Defensive driving certification can also offer Auto insurance premium reduction (this may Vary in different US states) for example our client's DMV (Department of Motor Vehicles) approved course enables its student to get 10% Auto insurance reduction for three years. This presentation is brought to you by advanz101.com

4. Business ecosystem- Client has many agencies associated with them, each agency had multiple driving instructors associated with it (one driving instructor can be associated with more than one agency) and each instructor has multiple students (to learn defensive driving) to train. This presentation is brought to you by advanz101.com

5. Challenges Ahead- The client was using a .NET based system with separate accounts for Agencies and instructors, this system had following challenges- • No hierarchy was defined in the system, so if agency has to look for. the records of instructors working under it; this could not have been done without permission of instructor. Challenges Continued… This presentation is brought to you by advanz101.com

6. Single Instructor can work with multiple agencies; so without a • centralized system, there was enough scope for confusion. • System needed too much manual intervention. • Poor UI & UX, was resulting in poor efficiency of users. • No automatic report generation. This presentation is brought to you by advanz101.com

7. OurSolutions- • Sugar CRM community Edition- We customized Sugar CRM • community Edition for our client with some custom modules • developed from scratch. • Hierarchy & role division- We defined and implemented the • hierarchy of users and assigned them different level of CRM • access; according to their role. Solutions Continued… This presentation is brought to you by advanz101.com

8. Easy search- Leveraging the Sugar CRM we implemented advanced search module; using which user can search any detail/ entity very easily. Solutions Continued… This presentation is brought to you by advanz101.com

9. Print certificate - Using this functionality, certificate for eligible users can easily be issued. • Payment & Schedule module - The new system which we implemented has a payment module, where all the details about payment from various sources can be tracked. Using the schedule module instructors can see the detail of their schedule very easily. • Message Module- Users can send and receive messages, from using their CRM. So no need to use separate email system. With this messaging module our client can also keep a track of all the communication. This presentation is brought to you by advanz101.com

10. Benefits from Technology- • Price- We customized Sugar CRM community edition for our • client (while maintaining the quality and optimum usability), • which is free of cost. This saves our client from huge monthly • subscription cost of paid CRM versions. This presentation is brought to you by advanz101.com

11. Efficiency- Our solution enable our client's employees to be more efficient in work, it saves their time with centralized repository and easy to use UI/UX. • Import & export of data- With our solution, our client can easily import and export all the data when it is needed. • Email notifications- Our system sends email alerts to respective user at each new event, like payment credit or new user addition. This presentation is brought to you by advanz101.com

12. Reports- Our system made report generation easy for our client, with new system, users can generate insightful reports with a single click. This presentation is brought to you by advanz101.com

13. Technology which is used during this project- • PHP • • MYSQL • JASPER REPORTS • • Sugar CRM This presentation is brought to you by advanz101.com

14. Advanz101 Business system Inc. Is USA based IT, Software Development Company. We brings you a network of highly skilled and experienced professionals to help solve your business challenges. We specialize in conceptualization and implementation of CRM Solution. We have an experienced and skilled team of resources for SugarCRM, Salesforce & SuiteCRM. Feel free to reach us at info@advanz101.com ; with your queries and suggestions. We would love to hear from you. You may visit our website- http://www.advanz101.com or Call us @ +91-9755633444, for USA Call: + 1- 408 471 9219 This presentation is brought to you by advanz101.com