CRM is a discipline, not a tool
Whether you realize it or not, you're doing CRM already. Customer Relationship Management (CRM) has become a hot buzzword that all kinds of businesses desperately want.
Whether you realize it or not, you're doing CRM already. Customer Relationship Management (CRM) has become a hot buzzword that all kinds of businesses desperately want.
CRM (Customer Relationship Management) systems, they sound so great! Setup a CRM, put all your contacts and clients in there, add some forms to your website and BOOM the money will just pour in.
Except thatβs not how it happens.
Converting a marketing lead into a sale is an art in many respects, but all great artists need tools. In terms of technology, salespeople need a way to manage their leads and contact, track the overall sales process, and manage their schedules. Open Source applications such as SugarCRM and vTigerCRM can help keep your organization on top of all of the leads, manage your schedules, connect to your PDA's, and track leads from a variety of sources.
Packtpub is running a sample from a developer's guide for customizing SugarCRM. The author describes how to set up hooks for particular modules to build a custom workflow.
Open Source projects have to deal with something most proprietary projects don't: forked projects. What's that? It's when a person or group exercises the terms of an open source license to create a derived version that competes with the original.
Just found this: SugarCRM - Commercial Open Source CRM Software . It looks like there's finally a decent CRM application out there... This project looks complete enough to drop the RetrieverCRM project, before we even get going!