SugarCRM For Dummies by Karen S. Fredricks (PDF)

Description

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 opportunitiesBuild campaigns, track their success, and grow your contact list with Web-to-lead formsManage customer issues and forums to exterminate software bugsSend e-newsletters and automate customer e-mail communication with templatesTake advantage of a complete recipe book for SugarCRM administratorsImprove sales performance with SugarCRMProvide great service to your customersDevelop searchable libraries and FAQsCreate and share documentsSugarCRM 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.

User’s Reviews

Editorial Reviews: From the Inside Flap 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 softwarePlan your day — schedule appointments, link them to records and notes, and organize your sales opportunitiesCampaign for business — build campaigns, track their success, and grow your contact list with Web-to-lead formsKeep customers happy — create cases to manage customer issues and forums to exterminate software bugsStay in touch — send e-newsletters and automate customer e-mail communication with templatesSweeten the pot — learn how to extend SugarCRM’s capabilities to meet needs unique to your businessThat administrative stuff — take advantage of a complete recipe book for SugarCRM administratorsOpen the book and find:Options to implement a SugarCRM databaseThe scoop on various flavors of Sugar so you can decide which one is right for youHow to turn leads into contactsTips for keeping records up to dateHow to develop searchable libraries and FAQsEasy ways to create and share documentsWhat the Dashboard can do for youHow to integrate Outlook with SugarCRM 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 softwarePlan your day — schedule appointments, link them to records and notes, and organize your sales opportunitiesCampaign for business — build campaigns, track their success, and grow your contact list with Web-to-lead formsKeep customers happy — create cases to manage customer issues and forums to exterminate software bugsStay in touch — send e-newsletters and automate customer e-mail communication with templatesSweeten the pot — learn how to extend SugarCRM’s capabilities to meet needs unique to your businessThat administrative stuff — take advantage of a complete recipe book for SugarCRM administratorsOpen the book and find:Options to implement a SugarCRM databaseThe scoop on various flavors of Sugar so you can decide which one is right for youHow to turn leads into contactsTips for keeping records up to dateHow to develop searchable libraries and FAQsEasy ways to create and share documentsWhat the Dashboard can do for youHow 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. Read more

Reviews from Amazon users which were colected at the time this book was published on the website:

⭐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.

⭐Like

⭐Great book to get started with Sugar!

⭐very good step by step instructions on how to use Sugar. Easy to use and easy to understand. Very reasonable price too.

⭐Given the lack of vetted, compiled resources available for SugarCRM, this is the place to start for a new non-coding sugar admin.It has the basic information that should be easily accessible via help files or FAQs in most software. Sadly, Sugar’s support information is scattered randomly through user forums and 10-line ‘training’ articles hidden deep within the Sugar corporate site (or, more likely, on the sites of third-party developers).The author does a nice job organizing the material. Still, you can’t just quickly scan the TOC to find the topic you need…the author cloaks the subject matter in annoying sugar-related references and titles; you’ll often need to turn to the actual material to figure out what is being addressed. Editor and author – please, for love of all that is holy, remove all the sugar jokes from the next edition…or at least limit them to the introduction. “Cooking with Sugar” is funny early in the book. By the time you’ve used “Keeping Bugs out of the Sugar Bowl” for chapter 11, the joke has worn thin. And that’s just on the first pass…this is a reference book, remember?

⭐I’m not sure what that other reviewer was smoking…. I’ve read this book, and it’s good. Like Karen’s other books, it’s well-written, insightful, and demonstrates her good knowledge of the product. Karen’s writing is fun and vibrant, and that makes the book easy to get through.That other review has so many personal attacks directed at the author that it makes me wonder what the motive was for writing the review. I’ve known Karen for a dozen years, and she’s a skilled consultant and great writer. You should buy this book. Don’t hesitate.

⭐Nothing new in here that you cant see on the sugar or suite CRM website guides

⭐El libro es correcto para un primer contacto con CRM Sugar. Hay muy poco material en castellano sobre el programa por lo que me decidí por este en inglés. La gran pega del libro es que es sólo teórico y se agradecería un mayor número de ejemplos y algún caso práctico aunque fuera sencillo.

⭐

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