SugarCRM For Dummies

by Fredricks, Karen S.

• ISBN13: 9780470384626
• ISBN10: 047038462X
• Edition: 1st
• Format: Paperback
• Copyright: 2008-11-24
• Publisher: For Dummies

Summary

SugarCRM is an innovative customer relationship management software solution that enhances your company's marketing effectiveness, drives sales performance, improves customer satisfaction, and provides executive insight into business performance. SugarCRM For Dummies will show you to take advantage of this free, open source CRM application to boost your sales and please your customers.This guide helps you choose the flavor of Sugar you need, acquire and deploy it, set up accounts and contacts, and organize your day. You'll first learn how to install SugarCRM, customize user preferences, create databases, and import contacts from other software. Next, you'll discover how to extend SugarCRM's capabilities to meet needs unique to your business. You'll also find out how to: Schedule appointments, link them to records and notes, and organize your sales opportunities Build campaigns, track their success, and grow your contact list with Web-to-lead forms Manage customer issues and forums to exterminate software bugs Send e-newsletters and automate customer e-mail communication with templates Take advantage of a complete recipe book for SugarCRM administrators Improve sales performance with SugarCRM Provide great service to your customers Develop searchable libraries and FAQs Create and share documentsSugarCRM For Dummies will get you quickly up to speed on this customer relationship management software so you can enhance your business.

Author Biography

Karen S. Fredricks has implemented contact management solutions for businesses ranging from Fortune 500 companies to small and mid-sized businesses. She has written books on Outlook 2007, Outlook 2007 Business Contact Manager, and Microsoft Office Live as well as ACT! contact management software.

Table of Contents

Introduction

Adding Sugar to Your Life

Adding Sugar to Your Life

Acquiring a Sweet Tooth

Finding Your Way Around Sugar

Working with Accounts, Contacts, and Leads

Cooking with Sugar

Keeping Track of the Sweet Things in Life

Creating a Project Isn't a Major Project

Working with Opportunities

Working with Documents

Watching Your Sugar Content

A Spoonful of Sugar Keeps Your Customers Happy

Adding a Bit of Case Management

Keeping Bugs Out of the Sugar Bowl

Sharing the Sugar Bowl

Adding Sugar to Your E-mail

Campaigning Doesn't Just Occur in an Election Year

Working with Extra-Strength Sugar

Sweetening the Deal

Adding an Extra Lump of Sugar

The Administrator's Recipe Book

The Part of Tens

Ten Reasons to Upgrade to the Professional or Enterprise Version

Ten Ways to Make Your Life Even Sweeter

Ten Ways to Become a Master Sugar Chef

Index

Table of Contents provided by Publisher. All Rights Reserved.