Implementing SugarCRM 5.x : install, configure, and administer a robust customer relationship management system using SugarCRM / / Angel Magaña, Michael Whitehead

• Pubblicazione: Olton Birmingham [England], : Packt Pub. Ltd., 2010
• Edizione: 1st ed.
• Descrizione fisica: 1 online resource (352 p.)
• Disciplina: 658.8120285536
• Soggetto topico: Open source software; Customer relations - Management
• Altri autori: MagañaAngel WhiteheadMichael
• Note generali: Includes index.
• Nota di contenuto: Cover; 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 ; What 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? ; Average 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 ; Emergencies 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 ; Creating 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 ; SugarForge.org and SugarExchange.com
• Sommario/riassunto: Install, configure, and administer a robust Customer Relationship Management system using SugarCRM
• Titolo autorizzato: Implementing SugarCRM 5.x
• ISBN: 1-282-77921-4; 9786612779213; 1-84719-867-8
• Formato: Materiale a stampa
• Livello bibliografico: Monografia
• Lingua di pubblicazione: Inglese
• Record Nr.: 9910823925703321
• Lo trovi qui: Univ. Federico II