SugarCRM For Dummies

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

Spis treści:
Introduction.
Part I: Adding Sugar to Your Life.
Chapter 1: Adding Sugar to Your Life.
Chapter 2: Acquiring a Sweet Tooth.
Chapter 3: Finding Your Way Around Sugar.
Chapter 4: Working with Accounts, Contacts, and Leads.
Part II: Cooking with Sugar.
Chapter 5: Keeping Track of the Sweet Things in Life.
Chapter 6: Creating a Project Isn’t a Major Project.
Chapter 7: Working with Opportunities.
Chapter 8: Working with Documents.
Chapter 9: Watching Your Sugar Content.
Part III: A Spoonful of Sugar Keeps Your Customers Happy.
Chapter 10: Adding a Bit of Case Management.
Chapter 11: Keeping Bugs Out of the Sugar Bowl.
Part IV: Sharing the Sugar Bowl.
Chapter 12: Adding Sugar to Your E–mail.
Chapter 13: Campaigning Doesn’t Just Occur in an Election Year.
Part V: Working with Extra–Strength Sugar.
Chapter 14: Sweetening the Deal.
Chapter 15: Adding an Extra Lump of Sugar.
Chapter 16: The Administrator’s Recipe Book.
Part VI: The Part of Tens.
Chapter 17: Ten Reasons to Upgrade to the Professional or Enterprise Version.
Chapter 18: Ten Ways to Make Your Life Even Sweeter.
Chapter 19: Ten Ways to Become a Master Sugar Chef.
Index.

Nota biograficzna:
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.

Okładka tylna:

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 da tabases, 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