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 8. Linking Your Customers to Your SugarCRM

Surely, the most important goal of any CRM system is to make your customers feel positive about your company and to make them feel that exciting things are happening at your company, such as the following:

  • That the employees they are in contact with are caring and well-informed

  • That new and better information systems are coming into place

  • That your company is responsive to product and service issues, and cares about its customers

Limiting CRM system access to only the employees of a business will certainly affect the first of the aforementioned items positively, but not necessarily the other items. To really improve a customer's perception of your organization, one of the biggest improvements you can make is to allow customers to interact almost directly with your CRM system. Some of the activities that make this possible are as follows:

  • Capturing customer leads and requests for information from the public website directly within the CRM system...