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

Participating in the SugarCRM online community


One of the best places to find SugarCRM information, tips, and technical assistance is on the SugarCRM forums. You can access the forums by pointing your web browser to http://www.sugarcrm.com/forums/. It is not necessary for you to register as a user to read or search the forums, but you will need to register if you wish to post a message.

Another website of importance is the developer's website. There you will find a variety of documents, examples, and other detailed information pertaining to the use of the SugarCRM API, as well as more advanced customization techniques. You can visit the developer website at http://developer.sugarcrm.com/.

SugarCRM user forums

The SugarCRM forums are frequented by both experienced and technically knowledgeable users, as well as those who are new and bewildered. Within the forums, there are major sections dealing with the following:

  • Announcements

  • General discussion

  • Feature requests

  • Developers

  • Installation &...