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Implementing SugarCRM 5.x

更新時間：2021-04-13 17:10:22

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ThebookworksfromtheSugarCRMbasicsrightuptoadvancedfeaturesinaclearandfriendlyway.ItfollowsacombinationoftheoreticaldiscussionsrelatingtovaryingbusinessneedsandthemannerinwhichCRMtechnologycanaddressthem.ByhelpingyouclarifyyourbusinessgoalsthebookenablesyoutobuildaCRMsystemtosupportyourbusinessneeds.Ifyouareasmall-mediumbusinessowner/managerwithreasonableITskills,asystemimplementer,orasystemadministratorwhowantstoimplementSugarCRMforyourselfeitherasafirstCRMorasareplacementforexistingsolutions,thisbookisforyou.ExistingSugarCRMuserswhowanttobroadentheirunderstandingofthetopicwillfindthisbookvaluabletoo.Noprogrammingknowledgeisrequiredtousethisbooktoimplement,customize,anduseSugarCRM.

目錄(78章)

倒序

封面
版權頁
Credits
About the Authors
About the Reviewer
Preface
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Chapter 1. Doing Business—Better
What is Customer Relationship Management?
What are my CRM options?
What is SugarCRM?
How will this book help me tailor SugarCRM to my business?
Our case study: RayDoc Carpets Doors and Windows
Summary
Chapter 2. One Size Does Not Fit All—CRM Your Way
Which business activities will be a part of your CRM?
Business models and their specific requirements
How do I make shrink-wrapped software suit my business?
Customer-centric business management
Requirement analysis
Summary
Chapter 3. CRM Deployment Options
Choosing a server operating system
Web-based application platforms
Backup and security considerations
Performing the installation
Summary
Chapter 4. SugarCRM Basics
SugarCRM navigation: Accounts and contacts
The sales pipeline: Leads and opportunities
Sales activities
Advanced user-interface features
Summary
Chapter 5. Extending The Business Role of Your SugarCRM System
Marketing campaigns
Campaign metrics
Summary
Chapter 6. The SugarCRM Ecosystem
SugarCRM Professional/Enterprise Editions
Participating in the SugarCRM online community
Summary
Chapter 7. Managing Your CRM Implementation
Some common pitfalls
It takes a team to win
Setting project goals and specifications
Selecting a CRM development partner
System development
The CRM training process
CRM training materials
Going live: Stepwise introduction
Continuous feedback and enhancement
Summary
Chapter 8. Linking Your Customers to Your SugarCRM
Customer self-service portals
Summary
Appendix A. Installing SugarCRM on Linux
Configure the CentOS Linux installation
Configuring PHP
Installing SugarCRM Community Edition
Appendix B. Installing SugarCRM on Windows Server
Selecting a version of Windows
Installing SugarCRM using MySQL and Apache
Permissions
Appendix C. Data Import and Export
Exporting information
Appendix D. The System Administrator Role
Who should be the system administrator?
Should more than one user be given system admin capability?
Administration duties at system installation time
Recurring administration duties
Appendix E. Customizing SugarCRM
Appendix F. A Word About SugarCRM 6.0
Should I use SugarCRM 6.0?
Index 更新時間：2021-04-13 17:10:22

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Implementing SugarCRM 5.x