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How to increase efficiency thanks to SugarCRM: the case study of Toronto and Region Conservation Authority

SugarCRM is the world’s leading CRM for for all size businesses, not-for-profits, charities and government agencies: the fact that it is open source and able to run on multiple cloud platforms, as well as on multiple operating systems, makes it about as versatile as you can get for an enterprise level application.
With Sugar you can easily increase efficiency through customized work flows, as is shown in this case study about one of our own clients, Toronto and Region Conservation Authority (TRCA).

 

 

TRCA works to ensure The Living City is built on a natural foundation of healthy rivers and shorelines, green-space and biodiversity, and sustainable communities.
The organization offers knowledge and experience to help its partners to contribute to a healthy city region, including ecology, sustainable community development and environmental education to help community members appreciate their local environment and learn to look after it.

 

 

Problem

TRCA has a variety of conservation areas where school programs are operated, but the problem they faced was that the booking and payment system for their programs was being managed offline using a ‘submit request for callback’ method.
In addition, there was no centralized database to manage the ‘check-in’ process on the day of the events booked.
Moreover, a VOIP system was needed to streamline telephone communications and connectivity to the team’s Lotus Notes and to integrate email communications.

 

Solution

The work of 604media was to implement a public-facing online booking system and integrate it with SugarCRM CE.
We chose the Rooms module in Drupal and customized it to meet the specific needs of the project.
Then, Drupal was integrated with SugarCRM to post the bookings into a custom module (Advanced Open Sales suite of 3rd party module).

About Sabrina Miso

Sabrina is a Vancouver-based blogger and the content writer for 604media.