LEADER 04941nam 2200661 a 450 001 9910823925703321 005 20240516182255.0 010 $a1-282-77921-4 010 $a9786612779213 010 $a1-84719-867-8 035 $a(CKB)2670000000054425 035 $a(EBL)944010 035 $a(OCoLC)796383617 035 $a(SSID)ssj0000438035 035 $a(PQKBManifestationID)12160745 035 $a(PQKBTitleCode)TC0000438035 035 $a(PQKBWorkID)10465559 035 $a(PQKB)10681229 035 $a(Au-PeEL)EBL944010 035 $a(CaPaEBR)ebr10428634 035 $a(CaONFJC)MIL277921 035 $a(PPN)228043719 035 $a(FR-PaCSA)88851876 035 $a(MiAaPQ)EBC944010 035 $a(EXLCZ)992670000000054425 100 $a20101119d2010 uy 0 101 0 $aeng 135 $aurunu||||| 181 $ctxt 182 $cc 183 $acr 200 00$aImplementing SugarCRM 5.x $einstall, configure, and administer a robust customer relationship management system using SugarCRM /$fAngel Magan?a, Michael Whitehead 205 $a1st ed. 210 $aOlton Birmingham [England] $cPackt Pub. Ltd.$d2010 215 $a1 online resource (352 p.) 300 $aIncludes index. 311 $a1-84719-866-X 327 $aCover; Copyright; Credits; About the Authors; About the Reviewer; Table of Contents; Preface; Chapter 1: Doing Business-Better; Small and medium-size businesses: The good, the bad, and the ugly; Typical small business needs; The business benefits of CRM technology; What is Customer Relationship Management?; CRM customization; What will a CRM do for my business?; What are my CRM options?; Deployment options; What is SugarCRM?; Why choose SugarCRM?; How will this book help me tailor SugarCRM to my business?; Our case study: RayDoc Carpets, Doors, and Windows; Our hero: Doc 327 $aWhat does the future hold for RayDoc? Summary; Chapter 2: One Size Does Not Fit All-CRM Your Way; Identifying the CRM needs of your business; Which business activities will be a part of your CRM?; Account and contact management; Lead and opportunity management; Sales Force Automation (SFA); Sales analytics; Customer service and contracts; Knowledge management; Activity management; E-mail management; Marketing automation; Employee directory; Interface consolidation; Document management; Reporting and analytics; Business models and their specific requirements; B2B or B2C?; Products or Services? 327 $aAverage transaction value, sales cycle, and the recurring business model Business location; Size does matter: Two or two hundred?; International needs; How do I make shrink-wrapped software suit my business?; Customer-centric business management; Planning your installation; Your CRM data hub; Requirement analysis; RayDoc CRM requirements; Your CRM requirements worksheet; Summary; Chapter 3: CRM Deployment Options; Deployment alternatives; Choosing a server operating system; Specifying your server hardware; Web-based application platforms; Backup and security considerations; Server security 327 $aEmergencies and natural disasters Bandwidth capacity and reliability considerations; Performing the installation; Summary; Chapter 4: SugarCRM Basics; CRM processes and terminology; Accessing the SugarCRM system; A quick tour of SugarCRM; Themes; SugarCRM basics: Data relationships; SugarCRM navigation: Accounts and contacts; List and detail view screens; Main panel and subpanels; Edit view screens; Data relationships and searching; SugarCRM basics: Security; The sales pipeline: Leads and opportunities; Aggregating opportunities: The sales pipeline; The dashboard; Calendaring; Sales activities 327 $aCreating a note Creating a task; Scheduling a call or meeting; Managing e-mails; E-mail templates; Advanced user-interface features; Printing information; Getting help; Exporting information; Mass operations; Input business card; Create from vCard; Quick new item; Summary; Chapter 5: Extending The Business Role of Your SugarCRM System; Resetting the database; Marketing campaigns; Targets, leads and contacts; Creating an e-mail template; Adding targets to the campaign; The mass e-mailing queue; Campaign metrics; Summary; Chapter 6: The SugarCRM Ecosystem; SugarCRM Community Edition 327 $aSugarForge.org and SugarExchange.com 330 $aInstall, configure, and administer a robust Customer Relationship Management system using SugarCRM 606 $aOpen source software 606 $aCustomer relations$xManagement 615 0$aOpen source software. 615 0$aCustomer relations$xManagement. 676 $a658.8120285536 701 $aMagan?a$b Angel$01698704 701 $aWhitehead$b Michael$01162071 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910823925703321 996 $aImplementing SugarCRM 5.x$94080381 997 $aUNINA