SuiteCRM is a software fork of the popular customer relationship management (CRM) system from SugarCRM. It became popular when SugarCRM decided to stop development of its open source version. It is a free and open source alternative application based on the last open-source SugarCRM release, it has now been supercharged with lots of additional enhancements and lots of new modules. It was released on October 21, 2013 as version 7.0, and provides upgrade paths for existing SugarCRM users.
SuiteCRM won the BOSSIE Award 2015 and BOSSIE Award 2016 for the world’s best Open Source CRM. Inforworld, the curators of the BOSSIE awards stated that “In little more than a year, SuiteCRM has inspired the community and emerged as a new leader in open source CRM.” The award had been won by SugarCRM for the previous 8 years.
We are launching a product which will configure and publish SuiteCRM, an open source CRM software solution which is embedded pre-configured tool with LAMP and ready-to-launch VM on Azure that contains SuiteCRM, Apache, MySQL, Linux, PHP (LAMP).
Features:
It will take a few minutes for your VM to be deployed. When the deployment is finished, move on to the next section.
Connect to virtual machine
Create an SSH connection with the VM.
bashCopy
ssh azureuser@10.111.12.123
Usage / Deployment Instructions
Click on continue:
Now click on create:
Click on review+create , then on create;
3: Use the browser to access the application at http://<instance ip address> replace <instance ip address> with the actual ip address of the running instance.
Note: You will get the Instance IP Address as shown in the screenshot below:
Accept the agreement and click “Next”.
click “Next”.
Click on next;
4: Enter the details as show in the screen below:
5: The installation is complete and click “Next”.
6: Login
Enjoy Your Application;
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.