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Implementing SugarCRM by Michael J.R. Whitehead

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Chapter 7. Managing Your CRM Implementation

So far, this book has dealt with the topics of introducing CRM concepts, understanding why CRM requirements differ from one organization to the next, and then studying CRM in detail by installing and using Sugar Open Source (and an array of add-ons) as a candidate CRM solution for your small or mid-size business.

In this chapter, now that you have a good background in CRM terminology and capabilities, we will study some of the real-world challenges of introducing a new CRM solution into an organization. The goal of this chapter is to leave you with a good understanding of how to approach and structure your own CRM implementation project, with a focus on these important topics:

  • The key steps to a successful ...

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