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

Business Models and Their Specific Requirements


In the previous section, we looked at the different components of the basic CRM applications, and identified a number of reasons why those applications might need to be customized for your business. In this section, we look at your business itself, and examine it for reasons why your CRM might need to be tuned to suit it perfectly.

Businesses vary widely in their fundamental nature. Who do they sell to, and how? What do they sell—a product or a service—and how expensive is it? Where is the business itself located, and does it have multiple locations? Let’s look at some of these distinguishing characteristics of a business, and see how they affect the CRM needs of a business.

B2B or B2C?

One of the first differentiators in CRM needs is who your customers are. Are you a B2B (Business to Business) or B2C (Business to Consumer) business model? Meaning, do you sell to individuals or to businesses?

In a firm with a B2B business model, the typical CRM...