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

Campaign metrics


After the e-mails have been sent, you can monitor the effectiveness of the campaign by accessing the campaign's detail view screen and again clicking on the View Status button. In addition to seeing the number of e-mails still in the queue, you will also see the number of recipients who have read your e-mail, the number of click-throughs (and which URL they visited), the number of recipients who have opted-out, and other details as shown in the following screenshot:

Although not shown in the preceding image, the status screen also tracks the number of accounts, leads, and opportunities generated by your campaign. This measurement is based on the Campaign value of said records matching the currently examined campaign.

Lastly, if you click on the View ROI button on the campaign's detail view screen, you will be able to see the financial information relating to the campaign, as shown in the following screenshot:

Among other information, you will also be able to see the cost of...