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Free ebooks
 Free programing ebooks Other programing ebooks Packt Implementing SugarCRM - A Practical Guide for Small-Medium Businesses
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 Chapter 1 introduces you to CRM and shows how CRM systems such as SugarCRM can increase your business's productivity and profitability, and lead to richer, even more pleasurable business relationships.Chapter 2 provides the critical business analysis process you need to work your way through to identify, understand, and satisfy the special CRM needs of your business.The business analysis for the RayDoc case study is presented in worksheet format, and then you mark up an analysis worksheet for your own business. Chapter 3 makes a break from the theoretical, and gets down to the practical considerations of deploying your CRM system, explains the options you have to choose from, and ends with your new system up and running. Chapter 4 helps you take your new CRM for a test drive, providing a step-by-step introduction to CRM concepts and usage, illustrated with a task-oriented series of worked examples in SugarCRM. This hands-on approach lets you get a real feel for the information held in a CRM and how easy it is to find it and keep it up to date. Chapter 5 takes you beyond the basic CRM information, and explains the Sugar Open Source features you may not have realized were part of a CRM—marketing campaigns, project management, document management, RSS news feeds, linking to external websites, and sending email. Chapter 6 discusses commercial and Open Source add-ons for SugarCRM. Some important CRM capabilities may be found in Open Source and commercial add-ons, including the ability to prepare quotes, receiving email within the CRM, security and access control, standard and custom report generation, sales forecasting, wireless handheld browser access, wirelessly synchronizing CRM data with handheld devices, HR management, and service contract management. Chapter 7 is a guide to managing your CRM implementation. How do you make sure that your new CRM will be the right fit for your business, and that users will embrace it? This chapter deals with the key issues of setting goals and requirements, involving all areas of the business throughout the entire process, managing the development of any customizations, and then system training and rollout—making sure it becomes a welcome part of the new office routine. Chapter 8 explains how to link SugarCRM with your customers. Outside the walls of your business, there is an entire world of integration opportunities for your CRM. This chapter explores the creation of automated lead capture from your public website, and integration of Sugar Open Source with a customer self-service web portal based on the Mambo portal. Download free pdf ebooks for programming:Packt Implementing SugarCRM
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