1. Presented to: Sir Ahmad Kareem Presented by : Fiza Batool MIT-08-52 Ruqqia Talib MIT-08-02 Ubaid Ullah MIT-08-15 Tehmina Kousar MIT-08-37 Sohaib Hasan MIT-08-42 Asif Ghaffar MIT-08-09 In The NAME of ALLAH, The ALMIGHTY.

2. CRM

3. Copyright © 2005 SugarCRM, Inc. All rights reserved. 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.

4. CRM (2) Why use CRM Accountmanagers are expensive (s alary, 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

5. 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 (3)

6. CRM Strategy TargetContactLeads Opportunity Account

7. 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 CRM Software

8. 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.

9. 5/25/2016Copyright © 2005 SugarCRM, Inc. All rights reserved.9 A Brief History of CRM

10. Open Source Model SugarCRM

11. Sugar Community Edition, Sugar Profesional, Sugar Enterprise Founded on April 2004, California Over 5,000 Businesses User Began as an Open- Source Project

12. 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 self- service portal –Enterprise – Includes support for Oracle –Community edition

13. Sugar CRM

14. 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)

15. 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

16. SugarCRM Inc. Leading Provider of Commercial Open Source CRM –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

17. Features Sales Force Automation Marketing Automation Customer Support Reporting Collaborating Platform

18. Sales Force Automation

19. Oportunity Management

20. Contact Management

21. Account Management

22. Forecasting

23. Quotes and Contracts

24. Plugin For Microsoft Office

25. Mobile Solution

26. Dashboards

27. Marketing Automation

28. Multi-Channel Campaigns

29. Campaign Wizard

30. Email Marketing

31. Web-to-Lead Forms

32. Lead Management

33. Marketing Analytics

34. Customer Support

35. Case Management

36. Inbound Email

37. Knowledgebase

38. Bug Tracking

39. Self-Service Portal

40. Reporting

41. Dashboards

42. Marketing Analytics

43. Sales Trends

44. Case Reports

45. Customer Profiles

46. Collaboration

47. Email Client

48. Project Management

49. Activity Management

50. Platform

51. Team Management

52. Access Control

53. Workflow Management

54. Layout Editor

55. Custom Fields

56. Module builder

57. Module Loader

58. Homepage Layout

59. Dashlets

60. Exchange Apps

61. 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.

62. Download FastStack Linux Installer 5.5.1

63. Save File in Download Directory

64. Run the.bin file

65. Setup Wizard

66. Set Installation Directory

67. Select Components

68. Set Install Type

69. Set System Name

70. Choose Demo Data

71. Set MySQL Password

72. Set phpMyAdmin Password

73. Enter user name and password

74. Sugar CRM Interface

75. 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

76. 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

77. Copyright © 2005 SugarCRM, Inc. All rights reserved. SugarCRM Strengths: –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