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

Summary


In this chapter, we have covered two key techniques for linking your CRM to the outside world, and more specifically to your current and potential customers.

Lead-capture applications are simple to set up, and have immediate impact on the bottom line in terms of both creating revenue, and cutting administration costs.

Developing customer self-service portals is a key technique to maximize the return from your CRM investment. They keep your customers better informed and happier, while improving efficiency and reducing costs in the customer service and support areas.

From here, the sky is the limit. The future will hold many new developments in the CRM field. One widely anticipated trend is CRM systems that act as their own portal—offering carefully controlled and regulated direct access to the CRM for customers and suppliers, allowing them to see only that information and navigation capability that the system is set up to allow them.

At the current speed of evolution and development...