Implementing SugarCRM (PDF)

In DetailSugarCRM is a popular customer relationship management system. It is available in both free open source and commercial versions, making it an ideal way for small-medium business to try out a CRM system without committing large sums of money. Although SugarCRM is carefully designed for ease of use, attaining measurable business gains requires careful planning and research. This book distils hard won SugarCRM experienced into an easy to follow guide to implementing the full power of SugarCRM. SugarCRM is an extensive PHP/MySQL based application but with its rich administration interfaces no programming is required to get the most of it.This book will give you all the information you need to start using this powerful, free CRM system. Written by veteran SugarCRM expert and experienced documentation author, Michael J. Whitehead, this book is the definitive guide to implementing SugarCRM. Whether you are wondering exactly what benefits CRM can bring, or you have already learned about CRM systems but have yet to implement one, or you're working with SugarCRM already; this book will show you how to get maximum benefit of this exciting product.A step-by-step guide to planning, implementing, and using SugarCRM in your business. Focused on the needs of the enterprise, this book provides solution-driven approach for both business and IT specialists to get the most from this powerful and popular Open Source application.Read Chapter 2: "e;One Size Does Not Fit All - CRM Your Way"e; (PDF - 153KB)ApproachUsing a unique checklist approach the book works from the SugarCRM basics right up to advanced features in a clear, friendly way. It is carefully designed to distil hard-won SugarCRM wisdom from a recognized expert into a clear, readable, practical guide. By helping you clarify your business goals the book enables you to build a CRM system to support your business needs, and shows SugarCRM in a realistic business setting through an Extended case study.Who this book is for Small-medium business owners/managers with reasonable IT skills, who want to implement SugarCRM for themselves as either a first CRM or as a replacement for existing solutions. IT staff tasked with implementing, maintaining, or upgrading a SugarCRM installationExisting SugarCRM users who want to broaden their understanding of the topic No programming knowledge is required to use this book to implement, customise and use SugarCRM