Book Image

Implementing SugarCRM

By : Michael Whitehead
Book Image

Implementing SugarCRM

By: Michael Whitehead

Overview of this book

<p>SugarCRM is a popular customer relationship management system. It is available in both free open source and commercial versions, making it 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 distils hard won SugarCRM experienced into an easy to follow guide to implementing the full power of SugarCRM. SugarCRM is an extensive PHP/MySQL based application but with its rich administration interfaces no programming is required to get the most of it.</p> <p>This book will give you all the information you need to start using this powerful, free CRM system. Written by veteran SugarCRM expert and experienced documentation author, Michael J. Whitehead, this book 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 of this exciting product.</p>
Table of Contents (18 chapters)
Implementing SugarCRM
Credits
About the Author
About the Reviewer
Preface
Index

Identifying the CRM Needs of Your Business


Some of the high-level characteristics of a business that cause one to have very different CRM requirements from another include:

  • The Business Model: One location or many? Franchises? Regional Sales Offices? Products or services? High or low unit sales value?

  • The Customers: Where are they? Who are they—businesses or individuals?

  • The Scale: How many employees—2? 25? 50? 100?

  • The International Needs: Multiple language support? Date format? Currency format?

Compensating and adjusting appropriately for these varying requirements will make the difference between a CRM that suits your needs, and is quickly embraced and adopted, and a CRM that never feels like a good fit, and quickly falls into disuse and is abandoned.

To genuinely understand why a CRM needs some measure of customization to become a truly effective tool within an organization, we need only examine what it is that a CRM is meant to accomplish:

  • Sales force automation including lead capture...