Implementing SugarCRM 5.x - download pdf or read online

By Angel Magana, Michael Whitehead

ISBN-10: 184719866X

ISBN-13: 9781847198662

The ebook works from the SugarCRM fundamentals correct as much as complex positive factors in a transparent and pleasant means. It follows a mix of theoretical discussions when it comes to various enterprise wishes and the style during which CRM expertise can handle them. by means of supporting you make clear what you are promoting targets the ebook permits you to construct a CRM process to aid your online business wishes. while you are a small-medium company owner/manager with moderate IT abilities, a procedure implementer, or a procedure administrator who desires to enforce SugarCRM for your self both as a primary CRM or instead for latest strategies, this booklet is for you. present SugarCRM clients who are looking to develop their knowing of the subject will locate this publication priceless too. No programming wisdom is needed to exploit this e-book to enforce, customise, and use SugarCRM.

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Extra resources for Implementing SugarCRM 5.x

Sample text

32 ] Chapter 2 Account and contact management Fundamentally, a CRM application is designed to capture information about your accounts and the contacts you deal with at those accounts. By accounts, we mean the complete set of other firms with whom you conduct business. Terminology will vary depending on your type of business, but accounts normally represent partners, suppliers, and other companies or organizations. While accounts generally represent some form of company or organization, a contact is regarded as an individual with whom you conduct your business.

Each subcontract may be related to any number of assets being supported. Each subcontract and asset in turn will have a service incident history associated with it to track the case history by item of equipment and by subcontract. A mechanism usually exists to remind account managers when service contracts are nearing their renewal dates, so that a proposal for the renewal may be prepared and sent to the customer. Not every business needs these service and support features. You will need to identify what your business requires in the service and support area and decide if the standard features are a good fit for you, whether or not some need to be hidden as they are not required, or if some extended capabilities need to be custom-built for you.

The on-demand approach can help your business save money by reducing or eliminating the costs involved in maintaining related infrastructure, for example, electricity charges, IT services, hardware expenses, and in some cases, office space. Since SugarCRM is so easily ported from one environment to another, you can also easily switch between on-site and on-demand (or vice-versa) at any time. Many organizations opt to begin with a hosted deployment and later make the transition to an on-premise solution when the needs of the business require it.

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Implementing SugarCRM 5.x by Angel Magana, Michael Whitehead


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