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

Summary


In this chapter, we covered advanced marketing automation aspects of SugarCRM that extend the role of your CRM system beyond the narrow confines of pure CRM functions into a somewhat broader tool for attracting new customers. Some of the key topics discussed in this chapter include the following:

  • Getting rid of the sample data we experimented with at first and importing your live data

  • Marketing Campaigns: How to create e-mail templates that enable each target to get a personalized e-mail, how to assemble lists of targets for e-mail marketing programs, how to control the mass e-mail queue within SugarCRM, and how to track the click-through rate of success of an e-mail campaign automatically

In Chapter 6, we will complete our exploration of the capabilities of the SugarCRM software by working through a number of business scenarios using additional features, customization tools and techniques, as well as features of other SugarCRM commercial and open source add-on modules.

We will see more...