SugarCRM For Dummies by Karen S. Fredricks

SugarCRM For Dummies



Download SugarCRM For Dummies




SugarCRM For Dummies Karen S. Fredricks
Language: English
Page: 360
Format: pdf
ISBN: 047038462X, 9780470384626
Publisher:

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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