drock, in similar thread I’ve offered to take a look at SugarCRM bridge to connect Magento with the CRM http://www.magentocommerce.com/magento-connect/MagePlace/extension/5024/sugarcrm_bridge
On our site you can also find video demo and we can assist you in case you have more questions
Good to see more developers jumping in this space!
Interesting that they have different ideas about synching. Just abandoned carts as leads or sync every customer?
Here’s roughly what I need, and I will be testing a few Mage>Sugar modules over the next few months.
We need SugarCRM to know what the customer has bought and when. So per line item. The idea is to follow-up these customers based on what they bought and when. We want to create a work-flow in SugarCRM that says “contact him if he bought X after 1, 3, 6 and 12 months with this e-mail” etc. We also want to be able to run snail mail campaigns, filtering customers on what they bought. So open a list of all customers, filter by product X bought between this date and that date. Export list to CSV and then run our mail shot campaign. Or ad hoc e-mail campaign.
We also want to use Sugar as a full blown self service portal with KB, FAQ, contact etc. So ideally the Magento login credentials are synched with Sugar too so the customer has full access to their account in the CRM. In time, we may even want them to be able to manage Sugar cases from within the Magento shop, but that’s a bonus for now.
So initially we’re looking for actual customers and their purchase history. I don’t know how SugarCRM handles order details, if at all. We’ll use Pro so there is a product catalogue and quotes module, just not sure about actual orders. Having abandoned carts in Sugar as leads/opportunities would be nice too.
I know there are some Mage modules which allow for pre-set auto responder type follow-up already, but in my mind a CRM is better suited for that task. Let Magento do the e-commerce and let the CRM tackle the ongoing customer relationship.
Hopefully one of you Mage > Sugar integration developers can put the above functionality on your roadmap. It would be worth a few hundred bucks to me and I’m sure many others too.