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

What does SugarCRM 6.0 include?


The vast majority of the development work that went into the 6.0 release revolved around providing a new user interface, as illustrated in the following screenshot:

Vastly different from prior releases, the new interface greatly simplifies navigation and gives the system a slick new look.

In addition to the cosmetic changes, the Studio tool has been enhanced to allow for the customization of pop-up views used within the application when searching for related records.

Performance enhancements have also been incorporated into this release, along with the customary bug fixes that most other vendors tend to also include with new releases.

The most obvious change, of course, is the new interface. However, the new interface is a feature exclusive to Professional and Enterprise Edition users.

Community Edition users will notice some minor enhancements to the interface—mostly within the list, detail, and edit views. However, enhancements equivalent to the new interface of the Professional and Enterprise Editions should not be expected.