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

Backup and security considerations


Backup and security are the two things that are most likely to suffer if you take on the responsibility of an On-Premise deployment. If this is the deployment option you are considering, and you have little experience with a server's backup and security issues, then this is an important section for you.

Clearly, once you get your dream CRM up and running, you will want everyone in the organization to be using it and will want to make it a central data hub for your business. The nature and importance of the data that your CRM system will house makes it imperative that you take the necessary precautions to make sure that the system does not fail, which may in turn produce prolonged down times or worse, data loss.

Accordingly, you will need to devise a data backup strategy to protect the data. One solution is to buy a data backup device—which typically will be tape-based, but could also involve network-attached disk storage. Most backup solutions can be a bit...