O'Reilly logo

Implementing SugarCRM by Michael J.R. Whitehead

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

What is Customer Relationship Management?

If you are going to consider implementing a CRM, it is probably important that we first go over what a CRM really is, and how it compares to some tools you may already be familiar with.

A CRM or a Customer Relationship Management System, is just that—a system that manages information and processes around your relationship with your customers, not only the sales aspect of that relationship but also the ongoing service and support aspects. The system should provide at least basic information about the companies you are doing business with, and the people you work with at those companies. Typically these are referred to as Accounts, and Contacts. Accounts can be your customers, but may also be your suppliers, ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required