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

Chapter 4. CRM Basics

Now that we have covered some of the essentials of what a CRM offers, itemized the value to a smaller business of a web-based CRM such as SugarCRM, and studied the theoretical aspects of how CRMs need customizing to properly fit each business that uses them, it is time we made use of the SugarCRM server we deployed in the last chapter.

In this chapter, we will take a guided tour of SugarCRM. Our task-oriented, systematic treatment will also relate the specifics of the SugarCRM system and its user interface with the general principles of CRM systems.

This chapter will cover the basic CRM functions and show how they are interpreted and performed within SugarCRM. These basic CRM concepts include:

  • Common CRM processes and terminology ...

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