PacktLib: Implementing SugarCRM 5.x

Implementing SugarCRM 5.x

Credits

About the Authors

About the Reviewer

Preface

Doing Business—Better

Small and medium-size businesses: The good, the bad, and the ugly

What is Customer Relationship Management?

What are my CRM options?

What is SugarCRM?

How will this book help me tailor SugarCRM to my business?

Our case study: RayDoc Carpets, Doors, and Windows

Summary

One Size Does Not Fit All—CRM Your Way

Identifying the CRM needs of your business

Which business activities will be a part of your CRM?

Business models and their specific requirements

How do I make shrink-wrapped software suit my business?

Customer-centric business management

Requirement analysis

Summary

CRM Deployment Options

Deployment alternatives

Choosing a server operating system

Web-based application platforms

Backup and security considerations

Performing the installation

Summary

SugarCRM Basics

CRM processes and terminology

SugarCRM navigation: Accounts and contacts

The sales pipeline: Leads and opportunities

Sales activities

Advanced user-interface features

Summary

Extending The Business Role of Your SugarCRM System

Resetting the database

Marketing campaigns

Campaign metrics

Summary

The SugarCRM Ecosystem

SugarCRM Community Edition

SugarCRM Professional/Enterprise Editions

Participating in the SugarCRM online community

Summary

Managing Your CRM Implementation

Key steps to a successful CRM implementation

Some common pitfalls

It takes a team to win

Setting project goals and specifications

Selecting a CRM development partner

System development

The CRM training process

CRM training materials

Going live: Stepwise introduction

Continuous feedback and enhancement

Summary

Linking Your Customers to Your SugarCRM

Capturing leads from your website

Customer self-service portals

Summary

Installing SugarCRM on Linux

Installing SugarCRM on Linux

Installing SugarCRM on Linux

Installing SugarCRM on Linux

Installing SugarCRM on Linux

Installing SugarCRM on Windows Server

Installing SugarCRM on Windows Server

Installing SugarCRM on Windows Server

Installing SugarCRM on Windows Server

Installing SugarCRM on Windows Server

Data Import and Export

Data Import and Export

Data Import and Export

The System Administrator Role

The System Administrator Role

The System Administrator Role

The System Administrator Role

The System Administrator Role

The System Administrator Role

Customizing SugarCRM

Customizing SugarCRM

A Word About SugarCRM 6.0

A Word About SugarCRM 6.0

A Word About SugarCRM 6.0