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

System Development


The typical CRM development process, even within a single phase of an overall CRM implementation program for your business, is broken down into a number of major areas—such as enhancements to be made to the accounts model, to contacts, to projects, and so on, as well as the custom reports and charts you may need.

While some of these alterations may interact with each other, many of them will not, and clusters of functionality can typically be identified that are fairly independent of each other.

Usually the best practice is to have the partner develop these off site, and then introduce each new function-cluster to you for evaluation one at a time (typically through a development website that is exposed just to you). Unless you have spent the time and money to develop a remarkably detailed specification, there will always be issues such as “I thought that control would be a dropdown, not a radio button”, or “ I wanted the tab order to go like this …”, or “When you select...