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Implementing SugarCRM by Michael J.R. Whitehead

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Interface Consolidation

To understand the value of interface consolidation, let’s picture Kay—Doc’s receptionist—as she goes through a typical business day. Sometime in the morning, she has her first occasion to refer to the CRM, and she fires up a browser session, and logs in to the CRM. She then tends to try to keep that window open for the rest of the day—although sometimes she closes it by mistake, and

sometimes the active browser session is used when she clicks on a link emailed to her, and the browser goes to some unrelated page.

Meanwhile—what else is she doing on her PC? She has Microsoft Outlook 2003 running as a local application. A sociable girl—she is logged on to MSN messenger to keep in touch with her friends, family, and a few favorite ...

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