Implementing SugarCRM

More Information

Here are just some of the knowledge and skills you will gain when you read this book:

  • A complete step-by-step tutorial in using the standard, every day features of SugarCRM
  • Installing and using SugarCRM
  • Learning specific ways in which SugarCRM can increase your profits through richer customer relationships
  • Assessing your own companies needs, and planning a SugarCRM implementation tailored specifically to you
  • Deciding how to deploy SugarCRM so that it meets your requirements best, and step by step instructions for installing the software
  • A complete step-by-step tutorial in using the standard, every day features of SugarCRM
  • Looking at the various free and commercial add ons available for SugarCRM, as well as advice on when they are useful and how to find more
  • Introducing SugarCRM across the business - how to train your staff and get your users enthused about what SugarCRM can do for them
  • Essential admin tasks such as data importing, back up, and maintenance
  • Integrating SugarCRM into your web site, and tips for other forms of integration too! Includes particular coverage of integration with Mambo

SugarCRM is a popular customer relationship management system. It is available in both free open source and commercial versions, making it 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 distils hard won SugarCRM experienced into an easy to follow guide to implementing the full power of SugarCRM. SugarCRM is an extensive PHP/MySQL based application but with its rich administration interfaces no programming is required to get the most of it.

This book will give you all the information you need to start using this powerful, free CRM system. Written by veteran SugarCRM expert and experienced documentation author, Michael J. Whitehead, this book 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 of this exciting product.

  • Your complete guide to SugarCRM implementation - assess your needs, install the software, start using it, train users, integrate with existing systems
  • Covers both the free and commercial versions of SugarCRM - get maximum benefit from the free version before paying for add ons

"SugarCRM is one of the most exciting open source products around today, and Michael Whitehead has created the definitive guide to it. Michael packs the book with his experience as the premier independent SugarCRM consultant. It's not just a powerful guide to SugarCRM, it's a practical, hands on introduction to CRM as a whole. If you want to harness technology to enhance your customer relationships then read this book. You'll be glad you did." - Bernard Golden, author, "Succeeding with Open Source"

Page Count 328
Course Length 9 hours 50 minutes
ISBN 9781904811688
Date Of Publication 24 Feb 2006


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.