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

Some Common Pitfalls


Just to underscore the points made in the section above, and to highlight the importance of planning and communications to the CRM implementation process, here is a list of some of the classic mistakes we unfortunately see at more client sites than not:

  • Failure to get someone to take ownership of the process from start to finish.

  • Failure to involve your stakeholders, especially the end users, right from the requirements gathering stage.

  • Not having a focus on the current business process, the intended business process improvements, and the specifications for a system that will effect that change.

  • Thinking that implementing a CRM means buying CRM software, installing it on a server, and then telling the people who need to use it.

  • Not making a particular and continuing effort throughout the project to communicate the benefits specific to each user and stakeholder, to ensure their buy-in.

  • Biting off too big an initial project phase, or simply proceeding as if phases are for sissies...