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

Marketing Campaigns


So far, we have seen how a CRM like SugarCRM can be useful at managing customer-related information and history, as well as tracking opportunities and a sales pipeline. Now, let’s begin to explore how effective it can be to broaden the scope of a CRM—applying the detailed customer knowledge to tasks other than those within a narrowly defined CRM, and integrating other high‑traffic applications to create an organizational nexus. Let’s start with email marketing.

A particularly powerful and potentially very profitable aspect of a CRM is the ability to conduct email marketing campaigns. At first sight, I suppose we should not be at all surprised at the idea of an email marketing campaign being developed in a CRM. After all, the CRM keeps track of leads and contacts, and has access to sending email. Let’s study an email marketing campaign in detail, and see if it really is such a natural fit for a CRM.

To illustrate how a marketing campaign is developed, managed, performed...