In The NAME of ALLAH,
The ALMIGHTY.
Presented to:
Sir Ahmad Kareem
Presented by :
Fiza Batool
Ruqqia Talib
Ubaid Ullah
Tehmina Kousar
Sohaib Hasan
Asif Ghaffar
MIT-08-52
MIT-08-02
MIT-08-15
MIT-08-37
MIT-08-42
MIT-08-09
CRM
What is CRM?
Customer relationship management is a broadly recognized,
widely-implemented strategy for managing and nurturing a
company’s interactions with clients and sales prospects.
It involves using technology to organize, automate, and
synchronize business processes—principally sales activities,
but also those for marketing, customer service, and technical
support.
The overall goals are to find, attract, and win new clients,
nurture and retain those the company already has, entice
former clients back into the fold, and reduce the costs of
marketing and client service.
Once simply a label for a category of software tools, today, it
generally denotes a company-wide business strategy
embracing all client-facing departments and even beyond.
Copyright © 2005 SugarCRM, Inc. All rights reserved.
CRM (2)
Why use CRM
Accountmanagers are expensive (salary, car, bonus)
Limited amount of client contacts
Relationship is with the account manager: not with
the company
You depend on the quality of the account and
sales people
Your (potential) client is in another country
CRM (3)
More productive:
Helpdesk,
call center
Direct
mail
Internet and e-mail
CRM software
CRM gives you
– More efficient and effective client contact with
(potential) clients
– More knowledge about decision making proces at
clients
CRM Strategy
Opportunity
Account
Target
Contact
Leads
CRM Software
SugarCRM - www.sugarcrm.com/
Compiere (ERP/CRM) - www.compiere.com/
OpenBravo (ERP/CRM) - www.openbravo.com/
Microsoft Dynamics CRM www.microsoft.com/dynamics/crm/default.mspx
SAP Business One (ERP CRM) www.sap.com/solutions/sme/businessone/index.e
px
History of SugarCRM
1980s: Database marketing emerges.
1980s: Database helped larger organizations rather then
small who only got survey type info.
1990s: CRM appears as a two-way communication
device.
1990s: CRM leads to programs such as frequent flyer
miles and bonus points on credit cards.
2000s: Internet has helped expand from stagnant
database and allows off-site information storage.
2000s: Used most frequently in financial services, high
tech corporations and the telecommunications industry.
A Brief History of CRM
4/13/2015
Copyright © 2005 SugarCRM, Inc. All rights reserved.
9
Open Source Model
SugarCRM
Sugar Community
Edition, Sugar
Profesional, Sugar
Enterprise
Founded on April
2004, California
Over 5,000
Businesses User
Began as an OpenSource Project
Sugar CRM
Again, a FREE application, but has support
available from the SugarCRM
Available in 3 editions
– Open Source – FREE Edition, includes most features but
Microsoft Outlook Integtration and the self-service portal
– Professional – Includes Outlook Integration and selfservice portal
– Enterprise – Includes support for Oracle
– Community edition
Sugar CRM
Sugar CRM
Sugar CRM is a multi-user application that is built
as a Customer Relationship Management.
If you decide to use the application as a customer
relationship manager, it will bring together your
contacts, other users in your company, and sales
figures
Convert sales to projects and schedule tasks (that
show up on your calendar)
Sugar CRM
Sugar also allows you to:
– Schedule Meetings
– Schedule Phone-Calls
– Send e-mails
– Track activities with a project
– Track resource utilization / hours into
project
– See customer history (if used as a CRM)
– Much more
SugarCRM Inc.
Leading Provider of Commercial Open Source CRM
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Founded April 2004
110+ Employees
150+ Partners
1,200+ Customers spanning 30 countries
100,000+ Users
16,000+ Community Members
7,000+ Registered Developers
340+ Module Extensions
50+ Language Translations
3M+ Downloads
Investors: DFJ, Walden Intl, NEA - Raised $26M
Features
Sales Force Automation
Marketing Automation
Customer Support
Reporting
Collaborating
Platform
Sales Force Automation
Oportunity Management
Contact Management
Account Management
Forecasting
Quotes and Contracts
Plugin For Microsoft Office
Mobile Solution
Dashboards
Marketing Automation
Multi-Channel Campaigns
Campaign Wizard
Email Marketing
Web-to-Lead Forms
Lead Management
Marketing Analytics
Customer Support
Case Management
Inbound Email
Knowledgebase
Bug Tracking
Self-Service Portal
Reporting
Dashboards
Marketing Analytics
Sales Trends
Case Reports
Customer Profiles
Collaboration
Email Client
Project Management
Activity Management
Platform
Team Management
Access Control
Workflow Management
Layout Editor
Custom Fields
Module builder
Module Loader
Homepage Layout
Dashlets
Exchange Apps
Installation of Sugar CRM on Linux
There are different methods to install Sugar
CRM
Method 1:
FastStack Linux Installer 5.5.1
Installs Apache, MySQL, PHP and Sugar Community Edition on
your Linux system.
Download FastStack Linux Installer 5.5.1
Save File in Download Directory
Run the .bin file
Setup Wizard
Set Installation Directory
Select Components
Set Install Type
Set System Name
Choose Demo Data
Set MySQL Password
Set phpMyAdmin Password
Enter user name and password
Sugar CRM Interface
Installation of Sugar CRM on Linux
Method 2: LAMP
The other approach is to download Apache, MySQL, SQL Server or PHP,
install and configure each component separately. Be sure to review
recommended configurations for Apache and PHP.
Open terminal and type command:
Applications>System Tools>Terminal
$su (Enter password for root)
#yum install httpd php mysql-server mysql
(after completion)
Starting the services: You must start the services to make use of them.
#service mysqld start
#service httpd start
You can set these services to start when your computer starts using the
#chkconfig httpd on
#chkconfig mysqld on
Installing Sugar Suite
Steps:
Download Sugar Suite files.
Copy the Sugar Suite files to your web server, check and set
the dependencies and requirements.
– /var/www/html/ (Linux/Apache)
Install Sugar Suite with the Sugar Setup Wizard.
– After you copy the Sugar Suite files into your Web root, you can use the
Sugar Setup Wizard. For example: http://localhost/SugarSuite-Full_4.5.0
– To install Sugar Suite:
– 1. Launch the browser and enter the URL described above. You are
redirected to the Sugar Setup Wizard.
– 2. Click Start to begin.
Log into Sugar Suite
SugarCRM
Strengths:
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Lots of features
Popular
Active Community
Can be used by large organizations
Easy to install
Has a company behind it – so paid support is easily available
Weaknesses
– Designed for sales/business
Copyright © 2005 SugarCRM, Inc. All rights reserved.
