Implementing SugarCRM 5.x
About the Authors
About the Reviewer
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
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
CRM Deployment Options
Choosing a server operating system
Web-based application platforms
Backup and security considerations
Performing the installation
CRM processes and terminology
SugarCRM navigation: Accounts and contacts
The sales pipeline: Leads and opportunities
Advanced user-interface features
Extending The Business Role of Your SugarCRM System
Resetting the database
The SugarCRM Ecosystem
SugarCRM Community Edition
SugarCRM Professional/Enterprise Editions
Participating in the SugarCRM online community
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
The CRM training process
CRM training materials
Going live: Stepwise introduction
Continuous feedback and enhancement
Linking Your Customers to Your SugarCRM
Capturing leads from your website
Customer self-service portals
Installing SugarCRM on Linux
Installing SugarCRM on Windows Server
Data Import and Export
The System Administrator Role
A Word About SugarCRM 6.0