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 7. Managing Your CRM Implementation

So far, this book has dealt with the topics of introducing CRM concepts, understanding why CRM requirements differ from one organization to the next, and then studying CRM in detail by installing and using SugarCRM Community Edition (and an array of add-ons) as a candidate CRM solution for your small or medium-size business.

Now that you have a good background in CRM terminology and capabilities, we will study some of the real-world challenges of introducing a new CRM solution into an organization. The goal of this chapter is to leave you with a good understanding of how to approach and structure your own CRM implementation project, with a focus on the following important topics:

  • The key steps to a successful CRM implementation

  • The CRM training process—awareness, familiarity, and buy-in

  • Going live: Stepwise introduction—evolution, not revolution

  • Continuous feedback and enhancement

As you will discover, one of the keys to a successful CRM implementation...