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

Capturing leads from your website


Capturing leads from your company's website directly into your CRM is one of the greatest early initiatives you can implement in terms of streamlining business processes to save time and effort. This section will guide you through the manner in which this can be accomplished with SugarCRM.

In the past, setting up a process similar to the one just described would have required the expertise and assistance of a programmer and your webmaster. Coordinating everyone's efforts to accomplish the goal would sometimes become a task in and of itself. Days may have elapsed before your lead capture form finally made it up to your website. Fortunately, those days are behind us.

SugarCRM includes a tool that allows you to quickly and easily create a form that you can use to capture leads from your website. Through this tool, you will be able to select the fields corresponding to the data you wish to capture and also create a ready-to-use web form. Let us set up a web lead...