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.


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