| Description |
1 online resource (537 pages) |
| Contents |
Implementing SugarCRM 5.x; Implementing SugarCRM 5.x; Credits; About the Authors; About the Reviewer; Preface; What this book covers; What you need for this book; Who this book is for; Conventions; Reader feedback; Customer support; Errata; Piracy; Questions; 1. Doing Business-Better; Small and medium-size businesses: The good, the bad, and the ugly; Typical small business needs; The business benefits of CRM technology; What is Customer Relationship Management?; CRM customization; What will a CRM do for my business?; What are my CRM options?; Deployment options; What is SugarCRM? |
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Why choose SugarCRM?How will this book help me tailor SugarCRM to my business?; Our case study: RayDoc Carpets, Doors, and Windows; Our hero: Doc; What does the future hold for RayDoc?; Summary; 2. 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?; Account and contact management; Lead and opportunity management; Sales Force Automation (SFA); Sales analytics; Customer service and contracts; Knowledge management; Activity management; E-mail management; Marketing automation; Employee directory |
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Interface consolidationDocument management; Reporting and analytics; Business models and their specific requirements; B2B or B2C?; Products or Services?; Average transaction value, sales cycle, and the recurring business model; Business location; Size does matter: Two or two hundred?; International needs; How do I make shrink-wrapped software suit my business?; Customer-centric business management; Planning your installation; Your CRM data hub; Requirement analysis; RayDoc CRM requirements; Your CRM requirements worksheet; Summary; 3. CRM Deployment Options; Deployment alternatives |
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Choosing a server operating systemSpecifying your server hardware; Web-based application platforms; Backup and security considerations; Server security; Emergencies and natural disasters; Bandwidth capacity and reliability considerations; Performing the installation; Summary; 4. SugarCRM Basics; CRM processes and terminology; Accessing the SugarCRM system; A quick tour of SugarCRM; Themes; SugarCRM basics: Data relationships; SugarCRM navigation: Accounts and contacts; List and detail view screens; Main panel and subpanels; Edit view screens; Data relationships and searching |
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SugarCRM basics: SecurityThe sales pipeline: Leads and opportunities; Aggregating opportunities: The sales pipeline; The dashboard; Calendaring; Sales activities; Creating a note; Creating a task; Scheduling a call or meeting; Managing e-mails; E-mail templates; Advanced user-interface features; Printing information; Getting help; Exporting information; Mass operations; Input business card; Create from vCard; Quick new item; Summary; 5. Extending The Business Role of Your SugarCRM System; Resetting the database; Marketing campaigns; Targets, leads and contacts; Creating an e-mail template |
| Summary |
Install, configure, and administer a robust Customer Relationship Management system using SugarCRM |
| Notes |
Print version record |
| Subject |
Open source software.
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Customer relations -- Management.
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Customer relations -- Management
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Open source software
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| Form |
Electronic book
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| Author |
Whitehead, Michael
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| ISBN |
9781847198679 |
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1847198678 |
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