Implementing SugarCRM
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About this ebook
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.
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.
A step-by-step guide to planning, implementing, and using SugarCRM in your business. Focused on the needs of the enterprise, this book provides solution-driven approach for both business and IT specialists to get the most from this powerful and popular Open Source application.
Read Chapter 2: "One Size Does Not Fit All - CRM Your Way" (PDF - 153KB)
ApproachUsing a unique checklist approach the book works from the SugarCRM basics right up to advanced features in a clear, friendly way. It is carefully designed to distil hard-won SugarCRM wisdom from a recognized expert into a clear, readable, practical guide. By helping you clarify your business goals the book enables you to build a CRM system to support your business needs, and shows SugarCRM in a realistic business setting through an Extended case study.
Who this book is for- Small-medium business owners/managers with reasonable IT skills, who want to implement SugarCRM for themselves as either a first CRM or as a replacement for existing solutions.
- IT staff tasked with implementing, maintaining, or upgrading a SugarCRM installation
- Existing SugarCRM users who want to broaden their understanding of the topic
- No programming knowledge is required to use this book to implement, customise and use SugarCRM
Michael J. R. Whitehead
Michael Whitehead is a leading authority on the design and implementation of Customer Relationship Management (CRM) systems. Michael's experience and expertise spans a thirty year career in software architecture, design and development as well as business management and ownership of multiple technology organizations. Among many other accomplishments Michael is the contributing author of the SugarCRM Open Source User Guide. Michael has authored this book for entrepreneurs and small/medium business leaders, like himself, to help propel the success of their businesses through the disciplined application of CRM best practices. More than just a practical guide for the implementation of SugarCRM, this book explores and explains the business implications-and benefits-of customer relationship management for the small/medium business. Michael is currently the founder and President of The Long Reach Corporation (www.thelongreach.com). Long Reach blends real world CRM expertise with commercial open source technologies to develop and deliver cost effective CRM solutions for small/medium business and divisions of large enterprises. Long Reach offers a full range of SugarCRM implementation, customization and training services. Long Reach is also the developer of Info At HandT, a complete, commercial-grade, customer-centric business management solution built on SugarCRM Open Source.
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