SugarCRM For Dummies (eBook)

Karen S. Fredricks (Autor)

eBook Download: PDF

2009 | 1. Auflage
360 Seiten
John Wiley & Sons (Verlag)
978-0-470-44837-3 (ISBN)

Infos

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.

Autor

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.

Inhalt

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.

Produkt-Details

• Erscheint lt. Verlag: 30.1.2009
• Sprache: englisch
• Themenwelt: Informatik ► Office Programme ► Outlook
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management ► Marketing / Vertrieb
• Schlagworte: Computer-Ratgeber • Customer Relationship Management • End-User Computing • Office Productivity- Non-Microsoft (General & Suites) • Office-Software Nicht-Microsoft
• ISBN-10: 0-470-44837-7 / 0470448377
• ISBN-13: 978-0-470-44837-3 / 9780470448373