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

Download File Size:13.02 MB

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