SugarCRM

php apache mysql CRM SugarCRM Linux
Launch Now Write a Review

Please feel free to contact us

Go
img

About

An AWS product SugarCRM - Transformative CRM powered by Miri Infotech. SugarCRM is the world’s largest open source CRM (Customer Relationship Management) software. SugarCRM's open source architecture allows companies to more easily customize and integrate customer-facing business processes in order to build and maintain more profitable relationships.

We are configuring and publishing SugarCRM embedded pre-configured tool with LAMP and ready-to-launch AMI on Amazon EC2 that contains SugarCRM, Apache, MySQL, Linux, PHP (LAMP).

Features:

  • Easy Set-Up and Administration
    • Downloadable plug-ins for integration with Microsoft® Outlook and Word
    • Pre-built dashboards, with the ability to customize if required, which provide real-time information about business performance
    • Access Control allows certain information to be shared or restricted based on user credentials
    • Ability to bulk import existing customer data (Ex. from other CRM tools such as Sales Force and ACT, or as a .CSV file)
  • Customer Relationship Management
    • Account creation and management, with any number of contacts associated with each account
    • Detailed activity history of meetings, calls, tasks, notes with option for file attachments and emails is tracked for each contact, account, lead, opportunity and case
    • Close more sales by managing sales opportunities effectively - Manage your leads and sales prospects throughout the sales cycle to help ensure that nothing falls through the cracks
  • Sales Force Automation
    • Dashboard-The Dashboard provides a single-view of the important statistics about sales performance including: Pipeline by sales stage, Pipeline by month & Opportunity by outcome, and opportunity by sales stage
    • Summary view of upcoming appointments, top opportunities, open cases, leads, open tasks, sales pipeline graph, monthly calendar, and a quick contact entry facility
    • Sales lead creation and tracking, and conversion of sales leads into opportunities
    • Graphical dashboard display of opportunities pipeline, lead sources and outcomes
  • Track Sales Opportunities
    • Track important information, such as the status of your sales opportunities, revenue potential, probability of closing, and expected close date so that you can forecast your sales with confidence
    • Sort and filter your contacts and sales opportunities with views to see only the most relevant information
    • Include product or service and price information related to your opportunities which can help to identify potential revenue streams and product or service demand
  • Customer Service Tracking
    • A case management system that allows users to track customer problems and resolutions. Allows each problem to have a lifecycle of information to help improve customer satisfaction
    • Each case links to the related account, contacts, notes, associated files, plus call and meeting activity history
  • Advanced Reporting
    • Informative, preformatted reports track the status of sales efforts, help you prioritise sales tasks, and can offer insight into your business
    • Run customised reports to quickly filter and summarise information about your business contacts and opportunities (eg. run a report to see your sales forecast for the next quarter based on leads and opportunities in your SugarCRM pipeline)

You can subscribe to SugarCRM, an AWS Marketplace product and launch an instance from the SugarCRM product's AMI using the Amazon EC2 launch wizard.

To launch an instance from the AWS Marketplace using the launch wizard

  • Open the Amazon EC2 console at https://console.aws.amazon.com/ec2/
  • From the Amazon EC2 dashboard, choose Launch Instance.
    On the Choose an Amazon Machine Image (AMI) page, choose the AWS Marketplace category on the left. Find a suitable AMI by browsing the categories, or using the search functionality. Click Select to choose your product.
  • A dialog displays an overview of the product you've selected. You can view the pricing information, as well as any other information that the vendor has provided. When you're ready, choose Continue.
  • On the Choose an Instance Type page, select the hardware configuration and size of the instance to launch. When you're done, choose Next: Configure Instance Details.
  • On the next pages of the wizard, you can configure your instance, add storage, and add tags. For more information about the different options you can configure, see Launching an Instance. Choose Next until you reach the Configure Security Group page.
  • The wizard creates a new security group according to the vendor's specifications for the product. The security group may include rules that allow all IP addresses (0.0.0.0/0) access on SSH (port 22) on Linux or RDP (port 3389) on Windows. We recommend that you adjust these rules to allow only a specific address or range of addresses to access your instance over those ports.
  • When you are ready, choose Review and Launch.
  • On the Review Instance Launch page, check the details of the AMI from which you're about to launch the instance, as well as the other configuration details you set up in the wizard. When you're ready, choose Launch to select or create a key pair, and launch your instance.
  • Depending on the product you've subscribed to, the instance may take a few minutes or more to launch. You are first subscribed to the product before your instance can launch. If there are any problems with your credit card details, you will be asked to update your account details. When the launch confirmation page displays

Usage/Deployment Instruction

Open the URL:http://<instance ip address>

Step 1: Open Welcome screen

Click on Next button

Step 2: Initial System Check

Show Initial System check screen

Click on Next Button

Step 3: License Acceptance

Check I Accept and click on Next Button

Step 4: Choose Install Type

Select Typical Install and click on Next button

Step 5: Database Type

Show MySql Click on Next Button

Step 6: Database Configuration

Host Name : localhost

Database Name : sugarcrm

Database Administrator User name: root

Databae Admin Password: <InstanceID>

Step7: Admin User Information

Fill Password<InstanceID> , Display Name, Real Name, Email.

Click on next button

It will popup verifying DB Credentials

Click on I Accept button

Step 8: Site Configuration

Application Admin name : admin

Admin Password: <InstanceID>

Click on Next button

Step 9: Confirm settings

Click on Install button

Step 10: Perform Setup

Click on Next Button

Step 11: Product Registration (optional step)

Click on Next Button

Step 12: It will show Welcome Login Screen

After Installation, SSH using root user is disabled. ubuntu is the sudo user with root privileges with access using the key pair created during launching the instance.

MYSQL can be accessed only with SSH

MYSQL User : root

Password :<InstanceID>

Note : You are not supposed to change it.

All your queries are important to us. Please feel free to connect.

24X7 support provided for all the customers.

We are happy to help you.

Submit your Query: https://miritech.com/contact-us/

Contact Numbers:

Contact E-mail:

Submit Your Request





    Input this code: captcha

    It doesn’t really matter what web framework to choose for developing a CRM system: ASP.NET, Spring, AngularJS, Express, Symfony, Django or Ruby on Rails. All of them have enough capabilities to make your solution work stable, process data quickly and provide scalability opportunity if necessary. If you would like your CRM application to display geographical data and maps, we recommend you to go with Djangoframework. It hosts GeoDjango module that connects to PostGIS, which is PostgreSQL’s spatial objects module. Moreover, GDALfor spatial data and PIL for images are rich enough to cover all the needs of geo data displaying. Since JavaScript is becoming more powerful, we highly recommend to consider using MEAN (Mongo, Express, Angular, Node) stack for programming a CRM app. By using Angular’s Twitter bootstrap plugin, you can create good-looking UI. Node with its multiple modules can manage server part at every step from authentication up to encryption.

    The most popular modules are Sales, Marketing, and Service, however, these can be modified or go under other names, for example: Client Management, Order Management, Invoice Management, Events and Tasks Management, System Dashboard, etc.

    On-premise CRM is run on computers within the premises of an organization. In this case all the data and information is stored inside the premises of the company, too. Cloud-based CRM software implies that the software and all relevant data, is accessible through the Internet and is displayed in a web browser. According to Gartner, by 2018, large organizations in mature markets will shorten the CRM replacement cycle by two years by moving to Software-as-a-Service model. Nowadays, everything is going into a cloud, and we would recommend not to stand against this. Heroku and Amazon Web Services are proving to have really good system administration and hosting capabilities. Heroku is a bit pricey, but once you subscribe, you can forget about server maintenance at all. Amazon AWS, namely S3 service, will ensure that all your data can be accessible worldwide and with download lightning speed, no matter how many people are calling your CRM server at the same time. Not every company needs to have both applications. However, the combination allows large companies to mix the vital data from each system and get a comprehensive business outlook.

    Normally, analytics section in CRM is represented by reports and dashboards helping you to collect and visualise your customer data, engagement levels, sales reps productivity, won/lost opportunities ratio, to name a few. Integration with external analytical services such as Google Analytics, or Talend is also available.

    To keep your data safe and sound just follow these basics: Let the specialist conduct security health check before CRM deployment to find vulnerabilities and prevent possible hacker attacks. Define access levels within your organization: set up the basic access to all the records for everyone in the system and impose restrictions on access to specific records, functionality, and workflows depending on the roles and human resource hierarchy. Keep track of user logins based on IP, API, or browser. Set up password defaults to make CRM users create a complex password and change it every 3-6 months. Regularly audit the system against the security regulations.

    Depending on the type of CRM, there are several options available: Custom modules (sections) and fields. You can create a new section in CRM or remove default unnecessary ones and pick the fields to feature the module. Custom fields. You can create fields of any type (textbox, email, checkbox…) Custom UI/UX design. You can add or reorder the sections and fields on each layout, set up the navigation, add quicklinks. Custom workflow. You can map your processes across the CRM ecosystem, set alerts, data compliance checks, verifications, etc.

    Highlights

    • icon

      Integrated set of over 40 tools Web-based, Easy to use, Intuitive, and no Training Necessary No licensing cost, only customization and support chares

    • icon

      Easy Set-Up and Administration Customer Relationship Management Sales Force Automation Track Sales Opportunities Customer Service Tracking

    • icon

      Advanced Reporting Corporate Calendar Work Flow & Contract Management Create Quotes & Invoices Manage Customer Information Share Customer Information with Co-Workers Email Campaign Management

    Application Installed

    • icon SugarCRM
    • icon php
    • icon apache
    • icon mysql
    • icon linux