Book Image

Implementing SugarCRM 5.x

Book Image

Implementing SugarCRM 5.x

Overview of this book

SugarCRM is a popular customer relationship management system. It is 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 will give you all the information you need to start using this powerful CRM system. It 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 from this exciting product. It demonstrates how to install SugarCRM and also how to get the most out of it by customizing it and integrating CRM into your organization as per your needs. Focused on the needs of the enterprise, this book provides a solution-driven approach for both business and IT specialists to get the most from this powerful and popular Open Source application. It begins with a general discussion about CRM. You will then learn the benefits of such systems, and then explore SugarCRM and its unique value. You will then go through the guidelines for installing and making deployment selections that are set out alongside information for identifying, planning, and applying customizations. Training guidelines and ongoing administrative tasks will be discussed as you progress further into the book. A brief overview of SugarCRM 6.0 is provided at the end of the book.
Table of Contents (19 chapters)
Implementing SugarCRM 5.x
Credits
About the Authors
About the Reviewer
Preface

Marketing campaigns


So far, we have seen how a CRM system, such as SugarCRM, can be used for managing customer-related information and history, as well as tracking opportunities, and a sales pipeline. Now, let's begin to explore some marketing automation aspects and other functionality that make CRM systems a data hub for many businesses. Let's start with e-mail marketing.

A particularly powerful and potentially profitable aspect of a CRM system is the ability to conduct e-mail marketing campaigns. CRM systems contain all the necessary tools for creating effective e-mail marketing campaigns; they track your leads and contacts, and include e-mail sending capabilities within their feature set. Let us study an e-mail marketing campaign in detail.

To illustrate how a marketing campaign is developed, managed, performed, and then tracked for success, we will develop a sample marketing campaign for RayDoc. You may wish to develop one for your own business in parallel, while you follow the example...