Implementing SugarCRM 5.x

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  • 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



SugarCRM 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.

  • 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


Page Count 352
Course Length 10 hours 33 minutes
ISBN 9781847198662
Date Of Publication 12 Sep 2010


Angel Magaña

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 have earned him two "Project of the Month" recognitions. Angel also maintains a blog at, 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 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.

Michael Whitehead

Michael Whitehead is a leading authority on the design and implementation of Customer Relationship Management (CRM) systems. Michael’s experience and expertise spans a thirty year career in software architecture, design and development as well as business management and ownership of multiple technology organizations. Among many other accomplishments Michael is the contributing author of the SugarCRM Open Source User Guide.

Michael has authored this book for entrepreneurs and small/medium business leaders, like himself, to help propel the success of their businesses through the disciplined application of CRM best practices. More than just a practical guide for the implementation of SugarCRM, this book explores and explains the business implications and benefits of customer relationship management for the small/medium business.

Michael is currently the founder and President of The Long Reach Corporation. Long Reach blends real world CRM expertise with commercial open source technologies to develop and deliver cost effective CRM solutions for small/medium business and divisions of large enterprises. Long Reach offers a full range of SugarCRM implementation, customization and training services. Long Reach is also the developer of Info At Hand, a complete, commercial-grade, customer-centric business management solution built on SugarCRM Open Source.