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SugarCRM For Dummies, by Karen S. Fredricks
PDF Download SugarCRM For Dummies, by Karen S. Fredricks
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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.
- Sales Rank: #482470 in Books
- Published on: 2008-11-24
- Original language: English
- Number of items: 1
- Dimensions: 9.20" h x .82" w x 7.40" l, 1.15 pounds
- Binding: Paperback
- 360 pages
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.
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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
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That administrative stuff — take advantage of a complete recipe book for SugarCRM administrators
Open the book and find:
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Options to implement a SugarCRM database
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The scoop on various flavors of Sugar so you can decide which one is right for you
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How to turn leads into contacts
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Tips for keeping records up to date
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How to develop searchable libraries and FAQs
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Easy ways to create and share documents
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What the Dashboard can do for you
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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.
Most helpful customer reviews
0 of 0 people found the following review helpful.
Thank God for this book!
By BC
This book made it possible to start using SugarCRM. I have several copies, for me and my staff, and refer to it all the time as I work on areas unfamiliar to me. My staff are very happy to have the book which sheds light on how to correctly use the system.
I could have used a better explanation of how to create custom modules but to be fair that's pretty advanced work to tackle in a work like this.
The author has made the whole system much more approachable and wrote it all in a light, fun style. If you are trying to make head or tales of how to get started with SugarCRM, or are a current user struggling to figure it out, this book is a must.
0 of 0 people found the following review helpful.
Five Stars
By Jacques Laurent
Great book to get started with Sugar!
0 of 0 people found the following review helpful.
Sugar instructions
By Mary
very good step by step instructions on how to use Sugar. Easy to use and easy to understand. Very reasonable price too.
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