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PLEASE HELP: SUGARCRM AND WEBSITE INTEGRATION DESIGN

Question asked by Richard Richard on Dec 11, 2014
Latest reply on Dec 11, 2014 by Jason Eggers
HELLO ALL

I HAVE A QUESTION THAT I HOPE A FEW OF YOU COULD HELP ME WITH.

I AM LOOKING TO START A WEB-BASED BUSINESS AND, COMING FROM A NON-TECHNICAL BACKGROUND, I AM TRYING TO DO AS MUCH RESEARCH AS POSSIBLE TO GET THE REQUIREMENTS RIGHT. I AM TRYING TO ACHIEVE THE FOLLOWING:

  1. CRM THAT SUPPORTS REGISTERS USERS VIA EMAIL AND SOCIAL LOGIN. CAPTURING VARIOUS PROFILE INFO THAT CAN BE AMENDED AND ENRICHED
  2. CRM THAT SUPPORTS  NON-MEMBERS TO REGISTER EMAIL FOR MAIL LIST
  3. CRM THAT CAN ASSIST ME SUPPORTING MEMBERS THAT CALL IN (WITH A DASHBOARD)
  4. CRM THAT CAN TRACK MARKETING CAMPAIGNS AND USER/MEMBER ANALYTICS
  5. INTEGRATE WITH MAIL CHIMP
  6. WORKFLOW DRIVER (IF THIS, THEN THAT)
  7. THIRD PARTY API CONNECTIVITY TO PULL DATA AND ENRICH MEMBER PROFILE ON A REGULAR BASIS E.G. LOYALTY REWARD POINTS
  8. CREATE WEB FORMS, CHARTS, GRAPHS, THAT CAN BE EMBEDDED INTO THE WEBSITE. 

THIS PROBABLY ISNT ALL BUT IS DEFINITELY MY MAIN QUESTIONS. I APPRECIATE ANY ADVICE THAT CAN BE PROVIDED!  I JUST WANT TO KNOW IF SUGARSRM IS MY SOLUTION (FROM YOUR EXPERIENCE) OR SHOULD I BE LOOKING AT SOME ALTERNATIVES?

(SORRY FOR THE CAPS!)

THANKS IN ADVANCE!

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