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Home > Computing and Information Technology Books > Information technology: general topics > Implementing SugarCRM 5.x: Install, configure, and administer a robust Customer Relationship Management system using SugarCRM
Implementing SugarCRM 5.x: Install, configure, and administer a robust Customer Relationship Management system using SugarCRM

Implementing SugarCRM 5.x: Install, configure, and administer a robust Customer Relationship Management system using SugarCRM


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About the Book

Install, configure, and administer a robust Customer Relationship Management system using SugarCRM

Key Features
  • Analyze and weigh deployment options based on your needs and resources
  • A brief overview of the benefits of SugarCRM 6.0
  • Review powerful built-in customization tools and popular third-party enhancements for your SugarCRM system
  • Learn about on-going maintenance needs such as backups and user management
Book DescriptionSugarCRM is a popular customer relationship management system. It is 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 will give you all the information you need to start using this powerful CRM system. It 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 from this exciting product. It demonstrates how to install SugarCRM and also how to get the most out of it by customizing it and integrating CRM into your organization as per your needs. Focused on the needs of the enterprise, this book provides a solution-driven approach for both business and IT specialists to get the most from this powerful and popular Open Source application. It begins with a general discussion about CRM. You will then learn the benefits of such systems, and then explore SugarCRM and its unique value. You will then go through the guidelines for installing and making deployment selections that are set out alongside information for identifying, planning, and applying customizations. Training guidelines and ongoing administrative tasks will be discussed as you progress further into the book. A brief overview of SugarCRM 6.0 is provided at the end of the book.What you will learn
  • Install a CentOS LAMP stack for use by SugarCRM
  • Perform a needs analysis for your business and learn to match those needs to functional areas of SugarCRM
  • Learn system navigation and the use of various features such as the Opportunity Manager
  • Deploy an instance on a Linux or Windows-based server
  • Learn one of SugarCRM's most popular features – the e-mail marketing campaign feature
  • Extend SugarCRM to allow third-party access to add to or view the data it contains
  • Use the SugarCRM data import tool and learn some common problems one may encounter when using it
  • Explore the SugarCRM framework and get information on extending and applying advanced customizations
Who this book is for

If you are a small-medium business owner/manager with reasonable IT skills, a system implementer, or a system administrator who wants to implement SugarCRM for yourself either as a first CRM or as a replacement for existing solutions, this book is for you. Existing SugarCRM users who want to broaden their understanding of the topic will find this book valuable too. No programming knowledge is required to use this book to implement, customize, and use SugarCRM.



Table of Contents:
Table of Contents


    About the Author :
    Based in Los Angeles, California, Angel currently works as a CRM consultant helping businesses of all sizes realize the benefits of SugarCRM. He is a seasoned veteran of the technology world, initially getting his start in the CRM industry back in 1996 with GoldMine Software (now FrontRange Solutions). During his years at GoldMine he authored numerous technical documents, and contributed heavily to development and product management efforts that helped make GoldMine a leading and award-winning solution.His affection for open source software began in 1998 when he started exploring Red Hat Linux, Apache, MySQL, and PHP; a combination now widely known as the LAMP stack. As an advocate of open source technologies, Angel has continually focused on emphasizing their feasibility and viability in relation to CRM and small business needs.SugarCRM first caught his attention in 2005. Impressed by what he saw, Angel quickly moved to familiarizing himself with its capabilities, and shortly thereafter deployed his first instance. Since then, Angel has continuously refined his SugarCRM skills while also sharing his knowledge with others as an active member of the SugarCRM user community. In addition to his numerous contributions on the SugarCRM Forums, his projects on SugarForge.org have earned him two "Project of the Month" recognitions. Angel also maintains a blog at http://cheleguanaco.blogspot.com, where he shares additional insights on customizing and troubleshooting SugarCRM.Away from the computer he is an avid soccer fan and regularly writes about the local soccer scene for LAist.com. When he is not playing, watching or writing about soccer, he is out running, riding his bike or enjoying the outdoors. He is fluent in English and Spanish, with a little French in between. His two dogs are a constant source of amusement.


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    Product Details
    • ISBN-13: 9781847198679
    • Publisher: Packt Publishing Limited
    • Publisher Imprint: Packt Publishing Limited
    • Edition: Digital original
    • No of Pages: 354
    • ISBN-10: 1847198678
    • Publisher Date: 13 Jan 2025
    • Binding: Digital (delivered electronically)
    • Language: English
    • Sub Title: Install, configure, and administer a robust Customer Relationship Management system using SugarCRM


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