Small and medium-size businesses: The good, the bad, and the ugly
What is Customer Relationship Management?
How will this book help me tailor SugarCRM to my business?
Our case study: RayDoc Carpets, Doors, and Windows
One Size Does Not Fit All—CRM Your Way
Identifying the CRM needs of your business
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
Choosing a server operating system
Web-based application platforms
Backup and security considerations
SugarCRM navigation: Accounts and contacts
The sales pipeline: Leads and opportunities
Advanced user-interface features
Extending The Business Role of Your SugarCRM System
SugarCRM Professional/Enterprise Editions
Participating in the SugarCRM online community
Managing Your CRM Implementation
Key steps to a successful CRM implementation
Setting project goals and specifications
Selecting a CRM development partner
Going live: Stepwise introduction
Continuous feedback and enhancement
Linking Your Customers to Your SugarCRM
Capturing leads from your website
Installing SugarCRM on Windows Server
Installing SugarCRM on Windows Server
Installing SugarCRM on Windows Server
Installing SugarCRM on Windows Server