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

Chapter 5. Extending The Business Role of Your SugarCRM System

In the last chapter, we introduced the CRM basics of accounts, contacts, leads, opportunities, the sales pipeline, as well as the use of a consolidated calendar.

In this chapter, we deal with the expansion of the role of your CRM system within your business, beyond that of basic CRM functions. We will cover a number of other related applications that are most commonly found in modern CRM systems. These applications are frequently added to a CRM system to take advantage of the fact that the CRM system is used by most people at a company and already contains all the information about the customers, partners, and suppliers of the business.

These advanced CRM topics include the following:

  • Removing sample data: Resetting the database to eliminate the default data

  • Marketing campaigns: Creating and running e-mail marketing campaigns

Resetting the database

To start off this chapter, let's first get rid of the sample data in your SugarCRM installation...