book

SugarCRM® For Dummies®

Name: SugarCRM® For Dummies®
Author: Karen S. Fredricks
ISBN: 9780470384626

by Karen S. Fredricks

November 2008

Beginner to intermediate

360 pages

7h 35m

English

For Dummies

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Cpoyright
About the Author
Acknowledgments
Introduction
About This BookConventions Used in This BookWhat You Should ReadWhat You Don't Have to ReadFoolish AssumptionsHow This Book Is OrganizedPart I: Adding Sugar to Your LifePart II: Cooking with SugarPart III: A Spoonful of Sugar Keeps Your Customers HappyPart IV: Sharing the Sugar BowlPart V: Working with Extra-Strength SugarPart VI: The Part of TensIcons Used in This BookWhere to Go from Here
I. Adding Sugar to Your Life
1. Adding Sugar to Your Life
1.1. The History of Sugar1.2. Getting Started with a Few Basic Concepts1.2.1. What in the world is Open Source?1.2.2. What in the world is CRM?1.2.3. A few other terms to know1.3. Sugar, Sugar!1.4. Identifying the Typical SugarCRM User1.5. Knowing the Basic SugarCRM Ground Rules1.6. Looking at the Three Versions of SugarCRM
2. Acquiring a Sweet Tooth
2.1. Taking the Sugarland Express2.1.1. Hosting SugarCRM On-Site2.1.2. Demanding to have your Sugar hosted2.1.3. Building a Sugar Cube2.2. Preparing for Your Sugar Installation2.2.1. Adding Sugar to your Web server2.2.2. What's in an IP name?2.2.3. Operating under the right operating system2.2.4. BYOD (Bring Your Own Database)2.2.5. No browser, no Sugar2.2.6. Plugging in to a Plug-In2.3. Ready, Set, Install!2.3.1. How does this stack up for you?2.3.2. It's typical to use the Typical install2.3.3. Creating a second database2.4. Logging in to SugarCRM2.5. The Importance of Being Yourself
3. Finding Your Way Around Sugar
3.1. There's No Place Like Home3.1.1. You can go Home again3.1.2. Treading on the title bar3.1.3. System links3.2. Working With Colored Sugar3.2.1. The Module tabs3.2.2. The Last Vieuted bar3.2.3. The Shortcuts menu3.2.4. Quick Form3.3. Giving Sugar the Preferential Treatment3.4. Workinq With Passwords
4. Working with Accounts, Contacts, and Leads
4.1. Having a Record Is a Good Thing4.2. Looking at the List View4.3. Accounting for Your Accounts4.3.1. Adding a new Accounts record4.3.2. Accessing an existing Accounts record4.3.3. Accounting for an Accounts record's subpanels4.4. Contacting Your Contacts4.4.1. Adding a Contacts record4.4.2. The contacts they are a changing4.4.3. Managing subscriptions4.5. Leads Lead to Bigger Things4.5.1. Adding a few Leads records to sweeten the deal4.5.2. A promotion is a very sweet thing!4.6. There's a Whole Lot of Updating Going On4.7. Deleting Records4.7.1. Thinking before deleting a record4.7.2. Two warnings before deleting a record4.8. Checking for Duplicate Records4.9. Exporting Your Records
II. Cooking with Sugar

5. Keeping Track of the Sweet Things in Life
5.1. Actively Working with Activities5.1.1. Creating an activity5.1.2. Scheduling a sweet rendezvous5.2. Accessing Your Activities5.2.1. Viewing the "Honey-Do" lists5.2.2. Quickly printing an Activity List5.2.3. Viewing the Activities tab5.2.4. Editing your activities5.2.5. Clearing activities5.2.6. The miniature Task List5.2.7. Viewing the various calendars5.3. Creating Sweet Love Notes5.3.1. Adding a note5.4. Working with notes5.4.1. Working with the Note List
6. Creating a Project Isn't a Major Project
6.1. Adding a Bit of Management to Your Projects6.1.1. Creating a Projects record6.1.2. Creating Project Tasks6.2. Managing a Project6.3. Adding a Professional Touch to Your Projects6.3.1. Passing the project buck6.3.2. Going, going, Gantt!6.3.3. Creating Project Templates6.3.4. Taking a holiday from your project6.3.5. Taking a look at the big picture
7. Working with Opportunities
7.1. Creating Opportunities7.1.1. Initiating the opportunity7.1.2. Editing Opportunities records7.2. Keeping an Eye on the Prize7.2.1. Viewing the Opportunity List7.2.2. Graphically viewing your Opportunities7.2.3. Seeing what's changed in the Change Log7.3. SugarCRM Professional Opportunities7.3.1. Producing sugary products7.3.2. You can quote me on that
8. Working with Documents
8.1. Creating Your Documents with the Documents Module8.2. Dealing with Your Documents8.2.1. Accessing your documents8.2.2. Verifying your versions8.3. I'll Take a Bit of Sugar with My Word8.3.1. Installing the plug-in for Microsoft Word8.3.2. Creating a mail merge template8.3.3. We're off to see the Mail Merge Wizard8.3.4. Performing a mail merge in Word
9. Watching Your Sugar Content
9.1. There's No Place Like Home9.1.1. Honing in on the Home page9.1.2. Changing the Home page dashlets info9.1.3. Adding new dashlets to the Home page9.2. You Can't Drive Your Business without a Dashboard9.2.1. Basic dashboarding 1019.2.2. Professional dashboarding9.3. Seek and Ye Shall Find9.3.1. Doing the Global Search9.3.2. Getting back to basics9.3.3. Advancing your way through the searches
III. A Spoonful of Sugar Keeps Your Customers Happy
10. Adding a Bit of Case Management
10.1. I'm on the Case10.2. Let's Make a Federal Case Out of It10.3. I Rest My Case10.4. It's a Case of Reporting10.5. Building Your Base of Knowledge10.5.1. Creating a KB10.5.2. Playing tag with your KB articles10.5.3. Being the KB Editor and Chief10.5.4. Seek and ye shall find the article
11. Keeping Bugs Out of the Sugar Bowl
11.1. Learning to Fix What's Bugging You11.1.1. Waiter! There's a bug in my software!11.1.2. It's a case of too many bugs11.2. Focusing on Forums11.2.1. Creating a forum one topic at a time11.2.2. Creating a forum11.2.3. Threading your way through the forums
IV. Sharing the Sugar Bowl
12. Adding Sugar to Your E-mail
12.1. Getting Started with Sugar E-mail12.1.1. Setting up outbound e-mail accounts12.1.2. Setting up inbound e-mail accounts12.2. Working with the Emails Module12.2.1. Setting up inbound e-mail accounts: Part 212.2.2. Personalizing your e-mail12.2.3. Filing e-mail in e-mail folders12.2.4. Creating an Address Book12.3. Creating E-mail Templates12.4. E-mailing Your Contacts12.5. Viewing and Managing E-mails12.5.1. Importing an e-mail message to Sugar12.5.2. Creating a record from an e-mail12.5.3. Working with group folders12.6. Changing Your Outlook on Sugar12.6.1. Archiving e-mail12.6.2. Connecting contacts to Sugar12.6.3. Synchronizing your Outlook calendar and tasks
13. Campaigning Doesn't Just Occur in an Election Year
13.1. Campaigns Module13.2. We're Off to See the Campaign Wizard13.3. Creating Web-to-Lead Forms13.4. Targeting Your Targets13.4.1. Keeping your eye on the Target List13.4.2. Hitting the Target List with a few targets13.5. Let the Campaigns Begin!13.5.1. Look before you leap — or hit Send13.5.2. Houston, we have a campaign problem13.5.3. Managing your non-e-mail campaigns13.5.4. Measuring the success of a campaign
V. Working with Extra-Strength Sugar
14. Sweetening the Deal
14.1. Being a Team Player14.1.1. Creating a team14.1.2. Being noticed by the team14.1.3. Knowing which team to root for14.2. The Forecast Is Looking Good14.2.1. Creating Time Periods14.2.2. I'm forecasting that there's a schedule on the horizon14.2.3. Setting Quotas14.2.4. Working through the Forecast Worksheet14.2.5. Viewing your Forecast Worksheet progress14.3. Creating Reports 10114.3.1. Running a Rows and Columns report14.3.2. Creating a Summation report14.3.3. Scheduling reports14.4. Working with Workflow14.4.1. Creating a Workflow Definition14.4.2. What condition is your condition in?14.4.3. Alert! There's an alert ahead!14.4.4. Actions speak louder than words14.4.5. Two optional but useful Workflow steps
15. Adding an Extra Lump of Sugar
15.1. Creating Your Own Unique Database15.1.1. Doing your homework15.1.2. Knowing your Developer Tools15.2. Stepping into the Studio15.2.1. Adding a field to the database15.2.2. What you see is what you get15.3. Working with Drop-down Lists15.3.1. Creating a drop-down list15.3.2. Adding the drop-down list to a field15.4. Manufacturing a Module15.4.1. Packing up a package15.4.2. Making a module15.4.3. Building a relationship15.4.4. Deploying the module15.5. Configuring Module Tabs15.5.1. Renaming the module tabs15.5.2. Playing hide and seek with the tabs
16. The Administrator's Recipe Book
16.1. Setting up the System16.1.1. Fiddling with the System settings16.1.2. Sticking to a Scheduler16.1.3. Applying Sugar updates16.1.4. Getting Locale with the locals16.2. Dealing with Database Users16.2.1. Adding a new user to the mix16.2.2. Doing the rock 'n role
VI. The Part of Tens
17. Ten Reasons to Upgrade to the Professional or Enterprise Version
17.1. Becoming a Team Player17.2. I Want that Report on My Desk First Thing in the Morning!17.3. You Can Quote Me on That17.4. The Forecast Is Always Sunny17.5. Becoming a Road Warrior17.6. Keep Up with the Folks at Microsoft17.6.1. A word about Word17.6.2. Changing your Outlook on Sugar17.7. Portals17.8. Flow through Your Work with Ease17.9. Access Control17.10. Building a Bigger Database
18. Ten Ways to Make Your Life Even Sweeter
18.1. Parlez-vous Francais?18.2. I Think I Need a Change of Theme18.3. Have BlackBerry, Will Travel18.4. Grabbing Tidbits of Information18.5. Plugging in to Microsoft Office18.5.1. Plugging in to Outlook18.5.2. What's in a Word18.6. Using a Talended Piece of Software18.7. Connecting QuickBooks to Sugar18.8. Getting Organized with Sales Folders18.9. Being Alerted by SalesAlerts
19. Ten Ways to Become a Master Sugar Chef
19.1. Read this Book!19.2. Visit the Help Menus19.3. Download a Bit of Documentation19.4. Adopting a New Sugar Baby19.5. Attending Sugar University19.6. Sharing Sweet Words of Love19.6.1. Watching the Wiki19.6.2. Thinking fondly of the Forums19.6.3. Finding Bugs in the Sugar bowl19.7. Taking a Honeymoon19.7.1. Taking a trip to Silicon Valley19.7.2. Coming soon to a location near you19.8. Developing a Love for the Developers Page19.9. Using a Portal Instead of a Door19.10. Hire a Consultant

Overview

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.

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