Download Implementing SugarCRM 5.x by Angel Magana, Michael Whitehead PDF

By Angel Magana, Michael Whitehead

The e-book works from the SugarCRM fundamentals correct as much as complex gains in a transparent and pleasant approach. It follows a mix of theoretical discussions on the subject of various company wishes and the style within which CRM know-how can tackle them. through assisting you make clear your enterprise ambitions the e-book helps you to construct a CRM approach to aid your small business wishes. when you are a small-medium enterprise owner/manager with moderate IT abilities, a approach implementer, or a method administrator who desires to enforce SugarCRM for your self both as a primary CRM or as a substitute for current ideas, this e-book is for you. current SugarCRM clients who are looking to expand their knowing of the subject will locate this booklet precious too. No programming wisdom is needed to exploit this booklet to enforce, customise, and use SugarCRM.

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Additional info for Implementing SugarCRM 5.x

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Most good CRM solutions, including SugarCRM, provide this capability. If you choose to keep leads and contacts separate from each other, you will find that at some point, you will need to promote a lead to a contact. This promotion usually does not occur until after the lead has been qualified. The qualification process is used not only to confirm basic information about the individual, such as their e-mail address, but also identify potential revenue opportunities they may represent. Once an opportunity has been identified, they can be promoted to a contact, linked to an account, and an opportunity.

The good news is that nowadays most quality CRM systems, including SugarCRM, provide this customization capability through out-of-box functionality. Lead and opportunity management The next major differentiator between firms and their associated CRM implementations lies in the area of leads and opportunities. Leads are commonly recognized as an individual representing potential revenue, usually having demonstrated some level of interest in your products or services. They differ from contacts, as contacts are individuals who already have an established relationship with your business as a buying customer.

While this can include functions such as dashboard, fundamentally, sales force automation is an automated flow of sales leads into the CRM, their conversion into opportunities, and their tracking as a successful or unsuccessful conclusion. This includes features, such as the following: • Lead capture from a public website, or from partners • Promotion of a lead to an opportunity or contact after it has been qualified • Automatic e-mail notifications to sales people when a new lead or opportunity is assigned to them • Tracking of current and historical account activities against both contact and account profiles • Association of key documents to accounts and contacts, such as proposals, contracts and agreements, and marketing collateral A key improvement in productivity comes from automated lead capture into your CRM, from an information capture form on your public website, or from leads sent to you from a supplier or other partners.

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