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 documents
SugarCRM For Dummies will get you quickly up to speed on this customer relationship management software so you can enhance your business.
Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.
Editorial Reviews
From the Inside Flap
Sweeten your customer relationship management with SugarCRM!
You just have to love a product with sugar in its name, especially one that’s open source! This guide helps you choose the flavor of Sugar you need, acquire and deploy it, set up accounts and contacts, and organize your day. With Sugar, you can boost your sales and please your customers so your business will take the cake.
Fill your Sugar bowl — install SugarCRM, customize user preferences, create databases, and import contacts from other software
Plan your day — schedule appointments, link them to records and notes, and organize your sales opportunities
Campaign for business — build campaigns, track their success, and grow your contact list with Web-to-lead forms
Keep customers happy — create cases to manage customer issues and forums to exterminate software bugs
Stay in touch — send e-newsletters and automate customer e-mail communication with templates
Sweeten the pot — learn how to extend SugarCRM’s capabilities to meet needs unique to your business
That administrative stuff — take advantage of a complete recipe book for SugarCRM administrators
Open the book and find:
Options to implement a SugarCRM database
The scoop on various flavors of Sugar so you can decide which one is right for you
How to turn leads into contacts
Tips for keeping records up to date
How to develop searchable libraries and FAQs
Easy ways to create and share documents
What the Dashboard can do for you
How to integrate Outlook with SugarCRM
From the Back Cover
Sweeten your customer relationship management with SugarCRM!
You just have to love a product with “sugar” in its name, especially one that’s open source! This guide helps you choose the flavor of Sugar you need, acquire and deploy it, set up accounts and contacts, and organize your day. With Sugar, you can boost your sales and please your customers so your business will take the cake.
Fill your Sugar bowl install SugarCRM, customize user preferences, create databases, and import contacts from other software
Plan your day schedule appointments, link them to records and notes, and organize your sales opportunities
Campaign for business build campaigns, track their success, and grow your contact list with Web-to-lead forms
Keep customers happy create cases to manage customer issues and forums to exterminate software bugs
Stay in touch send e-newsletters and automate customer e-mail communication with templates
Sweeten the pot learn how to extend SugarCRM’s capabilities to meet needs unique to your business
That administrative stuff take advantage of a complete recipe book for SugarCRM administrators
Open the book and find:
Options to implement a SugarCRM database
The scoop on various flavors of Sugar so you can decide which one is right for you
How to turn leads into contacts
Tips for keeping records up to date
How to develop searchable libraries and FAQs
Easy ways to create and share documents
What the Dashboard can do for you
How to integrate Outlook with SugarCRM
About the Author
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.
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