#SugarCRM Custom module

[crmdevelopment]

Expert SuiteCRM Development Services | Taction Software Solutions

In today's competitive business landscape, customer relationship management (CRM) systems play a crucial role in enhancing customer interactions, managing sales, and driving growth. Among the various CRM solutions available, SuiteCRM stands out as an open-source platform that offers flexibility, customization, and a robust feature set. Taction Software specializes in SuiteCRM Development, providing tailored solutions that meet the unique needs of businesses.

What is SuiteCRM?

SuiteCRM is a fork of the popular SugarCRM Community Edition, designed to provide excellent functionality without the constraints of licensing fees. It boasts a wide range of features that include:

Sales Management: Streamlined sales processes, lead tracking, and opportunity management.

Marketing Automation: Tools for campaign management, email marketing, and social media integration.

Customer Support:Ticketing systems, knowledge bases, and customer service management.

Reporting and Analytics: Customizable dashboards and comprehensive reporting tools.

The platform's open-source nature allows businesses to adapt and extend its functionalities to align with their operational requirements.

Why Choose Taction Software for SuiteCRM Development?

Expertise in Customization

At Taction Software, we understand that no two businesses are the same. Our team of experienced developers specializes in customizing SuiteCRM to fit specific processes and workflows. Whether you need additional modules, custom reports, or user interface adjustments, we can create solutions that enhance your operational efficiency.

Seamless Integration

Modern businesses rely on multiple tools and platforms. Our development team is skilled in integrating SuiteCRM with existing applications, ensuring that data flows seamlessly across your organization. From connecting with e-commerce platforms to integrating with marketing tools, we ensure a unified system that enhances user experience.

Ongoing Support and Maintenance

Implementing a new CRM system is just the beginning. Taction Software provides ongoing support and maintenance services, helping businesses stay up to date with the latest SuiteCRM features and upgrades. Our dedicated support team is available to assist with any questions or issues, ensuring your system runs smoothly.

Training and Onboarding

Transitioning to SuiteCRM can be daunting. We offer comprehensive training programs for your team, helping them navigate the system and maximize its potential. Our onboarding process is designed to minimize downtime and ensure a successful transition.

Industries We Serve

Taction Software's SuiteCRM development services are versatile and can be adapted for various industries, including:

Healthcare: Manage patient relationships, streamline appointments, and enhance communication.

E-commerce: Optimize sales processes, track customer interactions, and manage orders efficiently.

Real Estate: Enhance property management, track leads, and improve customer service.

Manufacturing: Streamline supply chain management, enhance customer collaboration, and track sales.

Conclusion

In an era where customer relationships are paramount, leveraging a robust CRM like SuiteCRM can give businesses a competitive edge. Taction Software stands ready to elevate your CRM experience with customized development, integration, and ongoing support. By choosing us, you're not just investing in software; you're investing in a partnership that prioritizes your success.

For more information on how Taction Software can assist with your SuiteCRM development needs, visit our website or contact our team today. Empower your business and transform your customer relationships with SuiteCRM and Taction Software!

Taction Software

Contact Us

Usa and India

visit : https://tactionsoftware.com/suitecrm-customization/

Mobile :- +1 302-219-0001, +91-7827150289

Email :- info@tactionsoftware.com

Add- Suite D800 25420 Kyukendahl Rd

Tomball Texas USA 77375

Address :-  A-83, Sector-63,Noida, India

(UP) -201301

[crmcart]

Enhance Your Business By Integrating WordPress With SugarCRM

This plug-in will help your customers to use several SugarCRM modules in their WP interface, which you can define from your admin front.

---------- Click Below For Read More ----------

[johnklok]

Why Survey Automation is Essential for Customer-Centric Businesses

For businesses, understanding customer needs and preferences is crucial for success. Customer-centric businesses rely on gathering accurate and timely feedback to make data-driven decisions and enhance their offerings.

However, manual survey processes can be time-consuming, prone to errors, and hinder the ability to gather valuable insights. This is where survey automation plays a vital role.

In this blog post, we will explore the importance of survey automation for customer-centric businesses and how SugarCRM Survey Rocket can streamline the survey process and improve response rates.

Gathering Actionable Insights

Customer feedback is a goldmine of information that can drive strategic decision-making. Survey automation enables businesses to collect feedback efficiently and in a structured manner.

By automating the survey process, companies can create targeted surveys, set predefined conditions, and trigger surveys based on customer interactions.

This approach ensures that the right surveys reach the right customers at the right time, increasing the chances of obtaining valuable insights.

Streamlining the Survey Process

Manual survey processes can be resource-intensive and prone to errors. With SugarCRM Survey Rocket’s automation features, businesses can streamline the entire survey process.

From survey creation to distribution and data collection, the module automates repetitive tasks, saving time and effort for employees.

Moreover, survey templates, pre-built questionnaires, and customizable themes make it easy to design engaging surveys that reflect the brand identity.

Improved Response Rates

One of the challenges in traditional surveys is low response rates. Survey automation can significantly enhance response rates by optimizing the survey experience for respondents. With features like skip logic, where the survey path varies based on the respondent’s answers, surveys become more relevant and engaging.

Automated reminders can be sent to customers who haven’t completed the survey, encouraging them to provide their feedback.

Data Piping for Enhanced Personalization

Personalization is key to building strong customer relationships. Survey Rocket’s data piping feature allows businesses to fetch and pre-fill various data fields from CRM systems.

This enables companies to create personalized surveys tailored to each respondent’s information. It will help businesses demonstrate that they understand their customer’s unique needs and preferences.

Advanced Statistical Reports for Informed Decision-Making

Collecting survey responses is only the first step. Analyzing the data and deriving actionable insights is equally important. Our Survey Rocket provides comprehensive and visually appealing statistical reports that offer a deep understanding of the survey results.

The reports include charts, graphs, and detailed data analysis, allowing businesses to make data-driven decisions swiftly. Key metrics such as variance, average, and trend reports provide a holistic view of customer sentiments and preferences.

Conclusion

Survey automation aims to gather valuable feedback and make data-driven decisions for customer-centric businesses. By automating the survey process, companies can streamline operations, improve response rates, and obtain actionable insights to enhance their offerings. Survey Rocket offers a range of features such as data piping, skip logic, shareable surveys, and advanced statistical reports that empower businesses to conduct effective surveys and achieve their customer-centric goals. Embracing survey automation with Survey Rocket ensures that businesses can truly understand their customers and meet their evolving needs in today’s dynamic market. To have a hands-on experience, start your free trial now!

Enroll for a FREE Trial

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

[myshivangirawatblog]

Outright Systems consist of a huge team of certified SugarCRM experts who are experts in integration, SugarCRM Custom Fields, SugarCRM Customization, implementation, support, and data migration... Create a file on this path "custom\Extension\modules\\Ext\Vardefs\fields.php" you may change values according to your needs.

[crm-integration-software-blog]

Know About Customer Relationship Management Software: CRM Integration

What is CRM Integration?            

Whether you are a CEO, Marketing Director, and Manager or anywhere in between, I am sure Image you had uncountable meetings to best accomplish your customers, contacts, leads and prospects.

Customer Relationship Management Software, tied into marketing computerization the platform, is the key to performing well.

What accurately is a CRM? What type of CRM are there? How can we integrate your CRM with your Drupal website?

What is CRM?      

Day by day, your team is interacting with customers and prospects. The first main purpose of CRM is to form, track and maintain all your customer relationships, activities, payments and conversations. CRM tracking to your sales, advertising and customer service teams understand your customers better. It also safeguards that you are conveying the right message at the right time to the right place.

In short, we can say Customer Relationship Management Software is an application designed to support you and your business shape all the data on your customers.

What type of CRM Available?      

CRM applications fall into two basic varieties: software and service. Decision-makers have a wider range to choose from based on the essentials of your organization. CRM software is installed on your computer or server, and the data ruins there as well. With CRM software, you regularly only have to pay for it one time and then you have control over both the program and the data inside is executed. CRM services are hosted accessible only via online methods. You need to pay a constant fee to access these services, but you can execute this software from any computer as well as everywhere.

Some of the more well-known CRMs are Salesforce, Microsoft Dynamics, SugarCRM, and NetSuite, as well as custom-built CRM.

What is CRM Integration?            

Just put, CRM integration is making your website and CRM to work effortlessly together. Instead of using your CRM to have a single one system that maintains customer information based on physical entries, CRM integrating your website/marketing automation software brings the most important customer information straight save into your CRM.

For example, assume a prospect downloads your recent whitepaper from your website. This "viewpoint" is classified with a solid based on the grading assembly you put into your marketing automation software. If your marketing automation software is assimilated with your CRM, a new record will be created and a salesman assigned to take follow up.

Therewith, your sales a person will be competent to indicate when they last visited your site what they were looking on your website, and what other information they requested to see or fill an inquiry form.

Integrating a CRM into your Drupal website  

Like any Customer Relationship Management Software that you are integrating with your website, IT staff must think through coding issues well before starting. Participating in the live demo and asking questions about other successful Drupal implementations is prominent. I would also suggest calling the references given by the CRM you are choosing. This is a great way to know what issues they had that you might not have thought about.

There are lots of CRMs have already built modules (.i.e. is a suite of modules for Salesforce, Sugar CRM, Zoho CRM, Pipedrive CRM Drupal-based CRMs such as Red Hen and Civi crm) to be a little easier to install.

If you are going with a less broadly accepted CRM, custom APIs may need to be written. This is not automatically a bad thing but can be time uncontrollable.

The conclusion  

Despite using CRM, most of the CRMs hold the same type of information and have the same types of their executions objectives:

Improve customer communication and retention

Increase in the company's profits

Increase customer/prospect tracking

Customer Satisfaction

Become More Efficient

Produce Better Marketing Campaigns

Attract New Customers

[connorgdffd-blog]

QuoteWerks facilitates organizations in every industry to create in depth quotes and proposals with promptness and efficiency

If you wish to save money and time while quoting, selling, ordering, and purchasing services and products you absolutely need QuoteWerks.

QuoteWerks integrates seamlessly ingramer with contact managers similar to ACT!, GoldMine, KnowTia, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the necessity to re-type purchaser information. QuoteWerks even offers a built-in contact list.

Why Use QuoteWerks?

In today's rapid paced marketplace if a small business takes too long to getting a cost quotation into a possible customer's hands; there's a larger likelihood of losing that sale. QuoteWerks empowers corporations to improve their productiveness and close extra business by simplifying and speeding up their charge quoting/estimating method in the workplace and on the road.

QuoteWerks is used by greater than 56,000 users worldwide in more than one hundred nations. No matter whether your business is a small 1-person company or a large Fortune one hundred company, it is possible to have the benefit of the increase in productiveness QuoteWerks gives. Once QuoteWerks pulls the connection information into your quote, its innovative 'DataLink' attribute is capable of robotically pulling further details into the quotation like terms, product sales income tax rate, shopper profile etc.Customer profiles can be used by QuoteWerks to see the suitable pricing a specific consumer should receive.

You are able to customise your print layouts using the integrated visual layout designer. QuoteWerks' superior print arrangement designer permits you to straightforwardly include information fields from the contact manager into the print layouts. Then, when you print the quotation, QuoteWerks will draw data in the contact manager fields that you specified giving you a printed quotation that includes information out of your contact manager contact record.

Generate and maintain your personal merchandise database, as well as import merchandise info from documents that your distributors provide. In case you are in the Computer industry, you'll be able to tie QuoteWerks Professional Edition directly to the offline item cost guides of Ingram Micro, Tech Data (no importing required), and SYNNEX. A real-time web quoting and availability module is also available for D&H, Ingram Micro, SYNNEX, Tech Data, then more. Also included in the real-time module is the ability to bring up Real-time Product Content for over 160 brands.

When you are a small or big company, and also you vend services or products you might have the benefit of the features QuoteWerks can offer. These attributes comprise of a chance to send off and receive your quotes across the enterprise, vendor price comparisons, former quote value refreshing, creation of "bundles" or "kits", the configurator to take you through a step-by-step strategy of constructing products using additional products. Set up your products to get necessary, non-compulsory, and substitute products. The products can also be structured visually in folders to insure that it is easier to discover the products you're looking for.

[biztechstore]

Survey Rocket is the leading survey plugin for SugarCRM and a complete CRM survey solution with MCQs, question and design templates, survey automation and more! https://store.biztechconsultancy.com/sugarcrm-survey-rocket.htm

[techesperto]

What is CRM Software Plugin?

New CRM software users often ask what are CRM  plugins and how do they work?

Plugins are an important part of any customer relationship management software  environment, and by using them, you can create a better CRM and business environment. In this guide, we will tell you what CRM plugin is and how do they work?

CRM plugins are apps or combination of specific modules and features that allow you to add new features and functionality to your CRM system. Just like apps do for your smartphone.

Example - SuiteCRM theme plugin improve the visual UI, navigation and design of current suitecrm system.

Lots of free and paid CRM  plugins are available on the different CRMs store. Because every customer management software have their own design and development architecture

Besides, there are thousands of premium CRM  plugins that are sold by companies.

As we mentioned above, CRM  plugins are a type of app that makes CRM  platform better than all blogging platforms. These amazing CRM  plugins allow you to create almost any kind of website with CRM  (not just blog).

for example :

Start an online Payment with CRM  by using the Paypal, Authorized.net, and strip plugin.

Using the Tax manager and invoice plugin, create a instant tax invoice with CRM.

Automate, manual calculation by using calculated field plugins.

Top CRM Plug-in development companies:

There are so many customer relationship management platforms, such as…

Microsoft Dynamics CRM

Salesforce CRM

Zoho CRM

SugarCRM

SuiteCRM

Odoo CRM

Agile CRM

Hubspot CRM

Bitrix24 CRM

Are you looking for SuiteCRM software Plugin development services? Let us know

[omg-outrightstore]

“SuiteCRM Email To Lead addon from outright”   will perform this for your SugarCRM or SuiteCRM. All you need to configure, all of your settings inboard our configure module and it will do that for you. Here are the key features : 1. Any module can be selected as right way/target to receive emails. 2. Map your fields with preconcerted tokens, many fields can be set. 3. Auto-assignment rules. 4. Select the customer email address from “From address” or Email body. 5. Notify to your choice of email or SuiteCRM user.

[crmdevelopment]

Expert SuiteCRM Customization Services | Taction Software Solutions

In today's dynamic business environment, Customer Relationship Management (CRM) systems are integral to managing customer interactions, streamlining processes, and ultimately driving sales growth. SuiteCRM, an open-source alternative to popular CRM platforms, offers extensive features that can be tailored to meet specific business needs. This article explores the customization capabilities of SuiteCRM and how Taction Software can assist organizations in optimizing their CRM usage.

Understanding SuiteCRM

SuiteCRM is a robust platform built on the foundations of SugarCRM Community Edition. It provides a wide range of modules including sales management, marketing, customer support, and reporting. Its open-source nature allows businesses to customize the system to fit their workflows, ensuring that they can manage customer relationships more effectively.

Why Customize SuiteCRM?

Unique Business Needs: No two businesses are the same, and their CRM needs will vary accordingly. Customization allows organizations to Tailor SuiteCRM to their specific processes, ensuring that the system aligns with business objectives.

Improved User Experience: A customized SuiteCRM can improve user adoption by making the interface more intuitive and relevant to the specific tasks employees need to perform. This can lead to increased productivity and satisfaction.

Enhanced Reporting: Custom fields, modules, and dashboards can be created to capture and analyze data that matters most to the organization. This ensures that decision-makers have access to the insights they need.

Integration with Other Tools: Businesses often rely on various applications for operations. Customization can facilitate seamless integration of SuiteCRM with other software, enabling a more holistic approach to managing customer relationships and data.

Customization Options in SuiteCRM

Module Customization: SuiteCRM allows the modification of existing modules or the creation of new ones. This can include adding fields, changing layouts, or creating entirely new functionalities that cater to specific business processes.

Workflows and Automation: Automating repetitive tasks is vital for increasing efficiency. With SuiteCRM, users can set up workflows that automate follow-ups, notifications, and other tasks based on predefined triggers.

Custom Dashboards: Tailoring dashboards to suit different roles within an organization helps users focus on relevant metrics and tasks. Custom dashboards can display key performance indicators specific to sales, marketing, or customer support teams.

Themes and User Interface: Customizing the look and feel of SuiteCRM can enhance user experience. Businesses can choose from various themes or create their own to ensure that the interface resonates with their brand identity.

Integrations: SuiteCRM seamlessly integrates with other applications such as email marketing tools, e-commerce platforms, and project management software. Custom integrations can be developed to ensure that data flows smoothly between systems.

Taction Software: Your Partner in SuiteCRM Customization

At Taction Software, we specialize in SuiteCRM customization and implementation. Our experienced team understands the nuances of various industries and can help you leverage the full potential of SuiteCRM. Our services include:

Assessment and Consultation: We assess your current CRM usage, identify pain points, and propose tailored solutions to enhance your setup.

Implementation and Migration: Our team guides you through the implementation process, ensuring a smooth transition from your existing systems to SuiteCRM.

Ongoing Support and Training: We provide ongoing support and training to ensure your team can fully utilize the customized CRM, maximizing ROI.

Custom Development: Whether it's unique modules, automated workflows, or complex integrations, we have the capabilities to develop custom solutions that meet your business needs.

Conclusion

Customizing SuiteCRM through Taction Software can transform how your organization manages customer relationships. By tailoring the platform to fit your unique requirements, you can improve efficiency, user experience, and overall business performance. If you’re ready to take your CRM to the next level, reach out to Taction Software today to explore how we can help you get the most out of SuiteCRM.

Taction Software

Contact Us

Usa and India

visit : https://tactionsoftware.com/suitecrm-customization/

Mobile :- +1 302-219-0001, +91-7827150289

Email :- info@tactionsoftware.com

Add- Suite D800 25420 Kyukendahl Rd

Tomball Texas USA 77375

Address :-  A-83, Sector-63,Noida, India

(UP) -201301

[outrightsystems-blog]

Welcome to the world of email automation. #SugarCRMEmailtoLead or #Email2Lead or any module like Contact, Cases or any custom module.

[elisionvoipsolutions]

Everything You Need to Know about VICIDial Integration with CRM Solutions

VICIDial is one of the most popular call center solutions. It is provisioned with an amazing range of features and it is available completely free as it is an open source solution. This makes it one of the most widely used call center software. The missing features of the call center software can be easily added with VICIDial customization. In fact, there are many popular feature modules that are available as ready to integrate add-ons. As VICIDial is so popular, there are many amazing VICIDial customization services available to make this solution even more powerful. One of them as such service is call center CRM integration for VICIDial: Call Center Software. In this article, we will share more details about the VICIDial integration with a CRM system.

What is VICIDial Integration with a CRM system?

The VICIDial experts integrate a CRM solution in the VICIDial: Call Center software. Once the integration is done, the major features of the CRM solution can be accessed within the VICIDial: Call Center Software. 

Why integrate VICIDial with CRM Solution?

The CRM system and call center solution are generally used in all call centers. To fetch information from the CRM solution and to attend the call, the agents need to switch back and forth between these two systems. The VICIDial integration with a CRM system eliminated this operation of switching back and forth. This will save a significant amount of time for the call centers. Also, this can eliminate errors that generally take place while agents need to make entries in different systems. It also saves resources and other investments otherwise invested to maintain and use two different solutions.

The VICIDial integration with a CRM system is popular because it helps businesses in many ways. It helps in keeping data up to date all the time in both systems. The expert VoIP companies integrate VICIDial: Call Center Solution and CRM system in a way that saves server resources as well. The companies can also get the logs of all changes made in the CRM system as well as in the call center software, VICIDial, to track the actions made by different agents or supervisors.

Which CRM solutions can be integrated with the VICIDial?

The VICIDial experts can integrate any CRM system with this open source call center software. Whether it is an open source CRM software or a third-party proprietary CRM solution, it can be integrated into the CRM system. The VoIP companies which provide the VICIDial integration with CRM solution shared the most popular integrations which are listed below:

VICIDial vTiger integration

VICIDial Zoho integration

VICIDial SuiteCRM integration

VICIDial SugarCRM integration

VICIDial Salesforce integration

And more

The VICIDial integration with CRM software adds added capabilities to this open source call center software. It is always advisable to use the service of the VICIDial expert or a reliable VoIP company so the best integration process can be done in favor of the company that is going to use the CRM integrated VICIDial solution for its call center operations.

Want to integrate a CRM solution with VICIDial call center solution? Contact Elision. For more details, please visit

https://www.elisiontec.com/crm-callcenter-integration/

[mrfrblogresearch02]

Healthcare Customer Relationship Management (CRM) Market  Rising with Highest Share of Top Key Vendor in the Industry-2027

Market Highlights:

The considerable surge in the generation of medical solutions to improve customer relationship management system with better comprehensive view of patients’ activities is expected to underpin the expansion of the healthcare CRM market through the review period. COVID 19 pandemic is observed to offer powerful thrust to the market. The need for better and clear interaction between patients & healthcare organizations, especially as home care delivery trend is observed to emerge can bolster the expansion of the healthcare CRM market in the years to come.

It is expected that Healthcare Customer Relationship Management (CRM) Market will grow at a CAGR of 13.4% during the forecast period. In 2018, the global market of healthcare CRM was worth around USD 8900 Million.

Easy of arrangement of customer data and interactions can streamline business processes, thus relaxing income. This can also add momentum to the healthcare CRM market across the review period. The increase in demand for healthcare CRM across hospitals for adopting integrated healthcare system and releasing structured billing process, alongwith the automation of healthcare workflow can support the expansion of the healthcare CRM market through the review period. On the contrary, limitations in the installation of healthcare CRM across developing countries can resist the healthcare CRM market growth in the approaching years. At the same time, necessary measures taken by market players are expected to counter the resistance.

Request Free Sample Copy at: https://www.marketresearchfuture.com/sample_request/7324

Key Players

SugarCRM (US)

SAP SE (Germany)

Keona Health (US)

Microsoft (US)

com, Inc. (US)

Infor, Inc. (US)

Healthgrades (US)

Oracle (US)

Influence Health (US)

Accenture (Ireland)

Regional Analysis

The global healthcare CRM market, based on region, has been divided into the Americas, Europe, Asia Pacific (APAC), and Rest-of-the-World (RoW).

The Americas can dominate the global market till 2025 due to large number of hospitals, number of payors, and adoption of the software across hospitals. Europe can generously contribute to market growth due to intention of healthcare companies in expanding their influence, large healthcare funding of nations, and health programs developed for citizens.

On the other hand, APAC is estimated to showcase the fastest growth rate during the forecast period due to the rising number of private hospitals and interest of investors in the healthcare sector.

Segment Analysis

The Global Healthcare CRM Market has been divided based on Type, Component, Mode Of Delivery, Application, and End User.

The market, based on type, has been segregated into operational CRM, analytical CRM, and collaborative CRM.

Based on the component, the healthcare CRM market has been divided into software and service.

Based on the mode of delivery, the market has been divided into cloud-based and on-premise.

Based on the application, the healthcare CRM market has been divided into a communication module, patient management, task management, and report module.

On the basis of end-user, the market is bifurcated into healthcare providers and healthcare payers.

Key Findings of the Study

The Global Healthcare CRM Market was valued at USD 8,900.0 million in 2018 and is expected to register a CAGR of 13.4% during the assessment period.

The Americas accounted for the largest share of the global market due to the presence of established payers, rising cases of neurological diseases, increasing product launches, growing geriatric population, and high investment in research.

Based on the type, the operational CRM segment accounted for the largest market share of 4% in 2018.

Based on the component, the software segment is expected to register the fastest growth at a CAGR of 13.8% during the forecast period.

Based on the application, the communication module segment accounted for the largest market share of 41.4% in 2018.

Based on the mode of delivery, the cloud-based segment is expected to register the fastest growth at a CAGR of 13.7% during the forecast period.

Based on the end-user, the healthcare providers segment accounted for the largest market share with a value of USD 5,112.6 million in 2018.

Browse Detailed TOC with COVID-19 Impact Analysis at:

https://www.marketresearchfuture.com/reports/healthcare-crm-market-7324

About Market Research Future:

At Market Research Future (MRFR), we enable our customers to unravel the complexity of various industries through our Cooked Research Report (CRR), Half-Cooked Research Reports (HCRR), & Consulting Services. MRFR team have supreme objective to provide the optimum quality market research and intelligence services to our clients.

Contact us:

Market Research Future (part of Wantstats Research and Media Private Limited),

99 Hudson Street, 5Th Floor,

New York, New York 10013

United States of America

+1 628 258 0071

Email: sales@marketresearchfuture.com

[myshivangirawatblog]

5 Simple steps to Create Modules in #SugarCRMsoftware. You can also seek the information about types of modules in CRM to know.

[tecnolitas]

Como instalar SuiteCRM en Ubuntu 20.04

Este tutorial le mostrará cómo instalar SuiteCRM en Ubuntu 20.04 con un servidor web Apache o Nginx. SuiteCRM es una solución de software libre de gestión de relaciones con los clientes de código abierto que proporciona una visión de 360 grados de sus clientes y negocios. Es una variante del popular software SugarCRM que dejó de proporcionar su edición comunitaria de código abierto en 2014.

Características

- Sistema de calendario/recordatorio - Almacenamiento de documentos - Marketing por correo electrónico - Integración del chat interno - Calificación de clientes potenciales - automatización del marketing - acceso móvil - Cuotas/Estimaciones - Segmentación - Integración de redes sociales - gestión de tareas - gestión de territorios - automatización de la fuerza de ventas, campañas de marketing, asistencia al cliente, colaboración, Mobile CRM, Social CRM y elaboración de informes. - Instale plugins para ampliar su funcionalidad - Puede integrarse fácilmente con servicios de retransmisión SMTP de terceros como Gmail, Mandrill, Sendgrid, Amazon SES. También puede utilizar su propio servidor de correo. - Puede integrarse perfectamente con muchas aplicaciones populares de terceros como Mautic, Gmail, Facebook, Twitter, GoToMeeting, MailChimp, Zoom, Quickbooks, Avaya, DocuSign, etc. - Admite múltiples cuentas y funciones de usuario. - Y mucho más

Requisitos previos a la instalación en Ubuntu 20.04

Si todavía no tienes tu propio servidor de correo, te recomiendo que utilices el programa gratuito iRedMail para configurar rápidamente tu propio servidor de correo antes de instalar Mautic, para que no tengas que gastar dinero en un servicio comercial de enios SMTP. Mautic está escrito en PHP y depende del servidor de base de datos MySQL/MariaDB. Por lo tanto, necesitas configurar una pila LAMP o una pila LEMP. Si prefiere el servidor web Apache, entonces configure la pila LAMP. Cómo instalar la pila LAMP en Ubuntu 20.04 Si prefieres usar el servidor web Nginx, entonces configure la pila LEMP. Cómo instalar la pila LEMP en Ubuntu 20.04 Ten en cuenta que iRedMail configurará automáticamente una pila LEMP por ti, así que si vas a instalar Mautic en tu servidor iRedMail, no necesitas configurar la pila LEMP de nuevo. También necesitas un nombre de dominio. Yo registré mi nombre de dominio en NameCheap porque el precio es bajo y dan protección de privacidad whois gratis de por vida. Sin más preámbulos, vamos a instalar Mautic en el servidor Ubuntu 20.04.

Paso 1: Descarga SuiteCRM en tu servidor Ubuntu 20.04

Descarga la última versión estable ejecutando el siguiente comando en tu servidor. wget https://suitecrm.com/files/162/SuiteCRM-7.11/525/SuiteCRM-7.11.18.zip Instala la utilidad unzip y descomprímelo en el directorio /var/www/. sudo apt install unzip sudo mkdir -p /var/www/ sudo unzip SuiteCRM-7.11.18.zip -d /var/www/ Se guardará en el directorio /var/www/SuiteCRM-7.11.18/. Le cambiamos el nombre para que sea más sencillo. sudo mv /var/www/SuiteCRM-7.11.18/ /var/www/suitecrm A continuación, ejecute los siguientes comandos para establecer los permisos correctos. cd /var/www/suitecrm sudo chown -R www-data:www-data /var/www/suitecrm/ sudo chmod -R 755 . sudo chmod -R 775 cache custom modules themes data upload sudo chmod 775 config_override.php 2>/dev/null

Paso 2: Crear una base de datos MariaDB y un usuario para SuiteCRM

Inicia sesión en la consola de MariaDB. sudo mysql -u root A continuación, cree una nueva base de datos para SuiteCRM utilizando el siguiente comando. La llamamos suitecrm, puedes usar el nombre que quieras para la base de datos. CREATE DATABASE suitecrm; El siguiente comando creará un usuario y una contraseña para la base de datos, y al mismo tiempo concederá todos los permisos de la nueva base de datos al nuevo usuario para que posteriormente SuiteCRM pueda escribir en la base de datos. Reemplaza los textos en azul por el nombre de la base de datos, el nombre de usuario y la contraseña que prefieras. GRANT ALL ON suitecrm.* TO 'suitecrm'@'localhost' IDENTIFIED BY 'password'; Flush privileges table and exit MariaDB console. FLUSH PRIVILEGES; EXIT;

Paso 3: Instalar los módulos PHP necesarios y recomendados.

Ejecute el siguiente comando para instalar los módulos PHP requeridos o recomendados por SuiteCRM sudo apt install php-imagick php7.4-fpm php7.4-mysql php7.4-common php7.4-gd php7.4-imap php7.4-json php7.4-curl php7.4-zip php7.4-xml php7.4-mbstring php7.4-bz2 php7.4-intl php7.4-gmp Si utilizas el servidor web Apache, entonces debe desactivar el módulo PHP para Apache. sudo a2dismod php7.4 También es necesario desactivar el módulo MPM prefork en Apache. sudo a2dismod mpm_prefork Ahora necesitas ejecutar el siguiente comando para habilitar tres módulos con el fin de utilizar PHP-FPM en Apache, independientemente de si mod_php está instalado en tu servidor. sudo a2enmod mpm_event proxy_fcgi setenvif A continuación, reinicia Apache. sudo systemctl restart apache2

Paso 4: Crear el archivo de configuración de Apache Virtual Host o Nginx para SuiteCRM

Apache Si utilizas el servidor web Apache, crea un host virtual para SuiteCRM. sudo nano /etc/apache2/sites-available/suitecrm.conf Coloca el siguiente texto en el archivo. Sustituye suitecrm.dominio.com por tu nombre de dominio real y no olvides crear un registro DNS A para él. ServerName suitecrm.dominio.com DocumentRoot /var/www/suitecrm/ ErrorLog ${APACHE_LOG_DIR}/suitecrm_error.log CustomLog ${APACHE_LOG_DIR}/suitecrm_access.log combined Options FollowSymLinks AllowOverride All Options FollowSymLinks MultiViews AllowOverride All Order allow,deny allow from all Include /etc/apache2/conf-available/php7.4-fpm.conf Guarda y cierra el archivo. A continuación, habilita este host virtual con: sudo a2ensite suitecrm.conf Recarga Apache para que los cambios surtan efecto. sudo systemctl reload apache2 Ahora deberías poder ver el asistente de instalación de SuiteCRM basado en la web en http://suitecrm.dominio.com/install.php. Nginx Si utilizas el servidor web Nginx, crea un host virtual para SuiteCRM. sudo nano /etc/nginx/conf.d/suitecrm.conf Coloca el siguiente texto en el archivo. Sustituye suitecrm.dominio.com por tu nombre de dominio real y no olvides crear un registro DNS A para él. server { listen 80; listen :80; server_name suitecrm.dominio.com; root /var/www/suitecrm; error_log /var/log/nginx/suitecrm.error; access_log /var/log/nginx/suitecrm.access; client_max_body_size 20M; index index.php index.html index.htm index.nginx-debian.html; location / { # try to serve file directly, fallback to app.php try_files $uri /index.php$is_args$args; } location ~ .php$ { include snippets/fastcgi-php.conf; fastcgi_pass unix:/run/php/php7.4-fpm.sock; #Note: If you install SuiteCRM on iRedMail server, you should use the TCP socket instead. #fastcgi_pass 127.0.0.1:9999 } location ~* ^/index.php { # try_files $uri =404; fastcgi_split_path_info ^(.+.php)(/.+)$; # NOTE: You should have "cgi.fix_pathinfo = 0;" in php.ini fastcgi_pass unix:/var/run/php/php7.4-fpm.sock; #Note: If you install SuiteCRM on iRedMail server, you should use the TCP socket instead. #fastcgi_pass 127.0.0.1:9999 fastcgi_index index.php; fastcgi_param SCRIPT_FILENAME $document_root$fastcgi_script_name; include fastcgi_params; fastcgi_buffer_size 128k; fastcgi_buffers 256 16k; fastcgi_busy_buffers_size 256k; fastcgi_temp_file_write_size 256k; } # Don't log favicon location = /favicon.ico { log_not_found off; access_log off; } # Don't log robots location = /robots.txt { access_log off; log_not_found off; } # Deny all attempts to access hidden files/folders such as .htaccess, .htpasswd, .DS_Store (Mac), etc... location ~ /. { deny all; access_log off; log_not_found off; } # A long browser cache lifetime can speed up repeat visits to your page location ~* .(jpg|jpeg|gif|png|webp|svg|woff|woff2|ttf|css|js|ico|xml)$ { access_log off; log_not_found off; expires 360d; } } Guarda y cierra el archivo. A continuación, prueba la configuración de Nginx. sudo nginx -t Si la prueba es exitosa, recarga Nginx para que los cambios surtan efecto. sudo systemctl reload nginx Ahora deberías poder ver el asistente de instalación de SuiteCRM basado en la web en http://suitecrm.dominio.com/install.php.

Step 5: Enabling HTTPS

Para cifrar el tráfico HTTP, podemos habilitar HTTPS instalando un certificado TLS gratuito emitido por Let's Encrypt. Ejecute el siguiente comando para instalar el cliente de Let's Encrypt (certbot) en el servidor de Ubuntu 20.04. sudo apt install certbot Si usas Nginx, entonces también necesitas instalar el plugin Certbot Nginx. sudo apt install python3-certbot-nginx A continuación, ejecute el siguiente comando para obtener e instalar el certificado TLS. sudo certbot --nginx --agree-tos --redirect --hsts --staple-ocsp --email you@example.com -d suitecrm.dominio.com Si utilizas Apache, instala el plugin de Certbot para Apache. sudo apt install python3-certbot-apache Y ejecuta este comando para obtener e instalar el certificado TLS. sudo certbot --apache --agree-tos --redirect --hsts --staple-ocsp --email you@example.com -d suitecrm.dominio.com Dónde - --nginx: Utilizar el plugin nginx. - --apache: Utilizar el plugin de Apache. - --agree-tos: Aceptar las condiciones del servicio. - --redirect:Forzar HTTPS mediante una redirección 301. - --hsts: Añadir la cabecera Strict-Transport-Security a cada respuesta HTTP. Obliga al navegador a utilizar siempre TLS para el dominio. Protege contra el SSL/TLS Stripping. - --staple-ocsp: Activa el grapado OCSP. Una respuesta OCSP válida se grapa al certificado que el servidor ofrece durante TLS. El certificado debería obtenerse e instalarse automáticamente.

Paso 6: Aumentar el límite de tamaño de los archivos cargados

PHP establece un límite para el tamaño de los archivos a subir. El tamaño máximo de archivo por defecto para subir es de 2MB. Para aumentar el tamaño de subida, edita el archivo de configuración de PHP. sudo nano /etc/php/7.4/fpm/php.ini Encuentra la siguiente línea. upload_max_filesize = 2M Cambia el valor como se indica a continuación. Se recomienda establecer un valor de al menos 20MB. upload_max_filesize = 20M Guarda y cierra el archivo. Alternativamente, puedes ejecutar el siguiente comando para cambiar el valor sin abrir manualmente el archivo. sudo sed -i 's/upload_max_filesize = 2M/upload_max_filesize = 20M/g' /etc/php/7.4/fpm/php.ini A continuación, reinicia PHP-FPM. sudo systemctl restart php7.4-fpm También reinicia Apache/Nginx. sudo systemctl restart apache2 o sudo systemctl restart nginx

Paso 7: Finalizar la instalación de SuiteCRM en el navegador web

Ahora, en la barra de direcciones de su navegador, escriba el nombre de su dominio para SuiteCRM para acceder al asistente de instalación web. https://suitecrm.your-domain.com/install.php En primer lugar, acepta la licencia GNU AGPL.

A continuación, comprueba el entorno de tu servidor. Si todo está bien, haz clic en Siguiente.

A continuación, introduce los detalles de la base de datos MariaDB/MySQL creada en el paso 2. También tienes que establecer una contraseña para el usuario administrador, que se utilizará para iniciar sesión en la interfaz web. Cambia la URL a https://suitecrm.your-domain.com e introduce tu dirección de correo electrónico.

En la sección de más opciones, puedes configurar los ajustes del correo electrónico, como establecer el nombre y la dirección del remitente. Si SuiteCRM está instalado en tu servidor de correo, entonces puedes utilizar 127.0.0.1 como servidor SMTP y el puerto 25 como puerto SMTP, así SuiteCRM utilizará tu propio servidor de correo para enviar los emails.

Si SuiteCRM y tu servidor de correo se ejecutan en diferentes hosts y quieres que SuiteCRM envíe correos electrónicos a través de tu servidor de correo, entonces debes elegir Otro como transporte de correo. A continuación, - Introduce el nombre de host de tu servidor de correo - Elige el puerto 587 - Elige la encriptación TLS. - Introduce las credenciales de acceso de una dirección de correo electrónico de tu servidor de correo.

Haz clic en el botón Siguiente y se instalará SuiteCRM.

Paso 8: Activar HTTP2 para mejorar el rendimiento

Puede habilitar el protocolo HTTP2 para mejorar el rendimiento de carga de las páginas de SuiteCRM. Apache En primer lugar, debes habilitar el módulo HTTP2. sudo a2enmod http2 A continuación, abre el archivo de host virtual SSL. sudo nano /etc/apache2/sites-enabled/suitecrm-le-ssl.conf Coloca la siguiente directiva después de la etiqueta de apertura . Protocols h2 http/1.1 Guarda y cierra el archivo. A continuación, reinicia Apache para que los cambios surtan efecto. sudo systemctl restart apache2 Nginx Para habilitar el protocolo HTTP2 en el host virtual Nginx, encuentra la siguiente línea. listen 443 ssl; # managed by Certbot Simplemente añade http2 después de ssl. listen 443 ssl http2; # managed by Certbot Guarda y cierra el archivo. A continuación, vuelva a cargar Nginx. sudo systemctl reload nginx

Paso 9: Añadir Cron Jobs

SuiteCRM depende de los trabajos Cron para funcionar correctamente. Edita el archivo crontab del usuario www-data. (No debe añadir comandos de SuiteCRM en el archivo crontab del usuario root). sudo -u www-data crontab -e Añade las siguientes líneas al final de este archivo. ###### SuiteCRM Cron Job ####### * * * * *  php7.4 -f /var/www/suitecrm/cron.php > /dev/null 2>&1 Guarda y cierra el archivo.

Cómo integrarse con Mautic

Mautic es una alternativa gratuita de código abierto a los proveedores de servicios de correo electrónico comerciales como MailChimp. Mautic tiene un plugin de SugarCRM, y como SuiteCRM se basa en SugarCRM 6.x, podemos utilizar el plugin de SugarCRM para integrarnos con Mautic. First, we need to go to SuiteCRM web interface, click the dropdown arrow on the upper-right corner to access the administration module.

Then scroll down and select OAuth Keys.

Crea una nueva clave OAuth. Dale a la clave un nombre como mautic. Introduce algo como matuic-suitecrm en el campo Consumer key. A continuación, introduzca algunos caracteres aleatorios en el campo Secreto del consumidor. Guarde los cambios.

A continuación, ve a Mautic Settings -> Plugins -> SugarCRM. Introduce la URL de SuiteCRM, la clave de cliente (clave de consumidor) y el secreto de cliente (secreto de consumidor). A continuación, introduce el nombre de usuario y la contraseña del administrador de SuiteCRM. Selecciona la versión 6.x/community. Haga clic en el botón Autorizar App.

Una vez autorizada, puedes cambiar el estado de publicación de No a Sí. Si te encuentras con un error al intentar autorizar la aplicación, asegúrate de que los registros DNS de tu subdominio de Mautic y SuiteCRM se han propagado a Internet. Ahora ya tienes tu propia gestión de clientes y puedes empezar a convertir tus contactos de Mautic en clientes y agendar acciones a realizar sobre ellos y gestionar tus conversaciones con ellos en una única aplicación Read the full article