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

CRM Training Materials


The most important prerequisites for the CRM training sessions are:

  • A good trainer that can understand the business context, as well as relate to the users at their level.

  • A quiet training room, with overhead projector connected to the laptop/PC of the trainer, a meeting table, and plenty of room for all attendees.

  • A group of no more than six attendees, to create a constructive learning environment, and to prevent any impersonal mob rule negative feedback events from having a chance to start.

  • All users to have been pre-configured in the system prior to the session, so they can see themselves already set up as users, and so they can use the CRM system immediately after the session if they wish.

  • Optionally, you may wish to allow users to have their own PCs or laptops in the training session, to experiment with the system. If so, only allow laptop/PC use after initial orientation in the system is complete. Be prepared with slips of paper with sign-on URL, user names and passwords...