SugarCRM For Dummies® (Anglais) Broché – 1 décembre 2011
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Description du produit
Présentation de l'éditeur
This guide helps you choose the flavor of Sugar you need,acquire and deploy it, set up accounts and contacts, and organizeyour day. You ll first learn how to install SugarCRM,customize user preferences, create databases, and import contactsfrom other software. Next, you ll discover how to extendSugarCRM s capabilities to meet needs unique to yourbusiness. You ll also find out how to:
- Schedule appointments, link them to records and notes, andorganize your sales opportunities
- Build campaigns, track their success, and grow your contactlist with Web–to–lead forms
- Manage customer issues and forums to exterminate softwarebugs
- Send e–newsletters and automate customer e–mail communicationwith templates
- Take advantage of a complete recipe book for SugarCRMadministrators
- 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 onthis customer relationship management software so you can enhanceyour business.
Note: CD–ROM/DVD and other supplementary materials arenot included as part of eBook file.
Quatrième de couverture
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 theflavor of Sugar you need, acquire and deploy it, set up accountsand contacts, and organize your day. With Sugar, you can boost yoursales and please your customers so your business will take thecake.
Fill your Sugar bowl install SugarCRM, customize userpreferences, create databases, and import contacts from othersoftware
Plan your day schedule appointments, link them to recordsand notes, and organize your sales opportunities
Campaign for business build campaigns, track theirsuccess, and grow your contact list with Web–to–lead forms
Keep customers happy create cases to manage customerissues and forums to exterminate software bugs
Stay in touch send e–newsletters and automate customere–mail communication with templates
Sweeten the pot learn how to extend SugarCRM′scapabilities to meet needs unique to your business
That administrative stuff take advantage of a completerecipe 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 whichone 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
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Commentaires client les plus utiles sur Amazon.com
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.
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?