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SugarCRM For Dummies [Paperback]

Karen S. Fredricks
2.0 out of 5 stars  See all reviews (1 customer review)
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Book Description

Nov. 24 2008 For Dummies
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.



Product Details


Product Description

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 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

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.

Inside This Book (Learn More)
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Front Cover | Copyright | Table of Contents | Excerpt | Index | Back Cover
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Most helpful customer reviews
2.0 out of 5 stars Dummy but not that much... Feb. 9 2009
Format:Paperback
This book is too light. I learned the base of SugarCRM but I would have like to get more information. I don't recommand it to someone that is used to read books related to computer science.
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Most Helpful Customer Reviews on Amazon.com (beta)
Amazon.com: 3.6 out of 5 stars  5 reviews
16 of 19 people found the following review helpful
1.0 out of 5 stars Really Bad Book/ Don't Buy It Aug. 9 2009
By Dan C. - Published on Amazon.com
Format:Paperback|Verified Purchase
Before I say anything else I should say that I'm basically a fan of Karen Fredricks. I don't think she will be of fan of mine after reading this review and I regret this. Karen has quite a few really good Dummies book's under her belt. I procedurally distribute her Act! for Dummies books to my new Act! users because she really has Act! down and is a better writer than the author of the earlier Act! for Dummies books.

Fast forward to SugarCRM... She's clueless and just doesn't get this program yet. I should say that SugarCRM is a far more complex, i.e., full-on CRM, program than Act! The first mistake that Karen makes is to try to write for two audiences- administrators and users. This approach is feasible w/ Act!, or Outlook but not so w/ SugarCRM (because of it's complexity). As a result she covers admin issues like installation, database maintenance, customization in such a way that I have no doubt whatsoever that she is incompetent in these areas. I would go so far as to say that she's probably never actually done an install but had the process demonstrated to her by someone who actually knows what they are doing. Further, since SugarCRM is not OS specific, it was silly to only cover the MS Windows install in the first place. Yes she does point out that we live in a Microsoft centric world, however, that very statement goes against what SugarCRM is all about and many many users run it on other server OS'. If you are an admin stay away from this book for sure! There is way too much inaccurate information. For example, get hold of a copy and see what she has to say as it relates to database backups. Something as simple, and crucial, as this she truly dropped the ball on.

As for users? She waists so many pages dealing w/ admin issues that there is just not much left. Comparing this book to her Act! for Dummies book she would require many more pages to cover the same territory for users. Again, this is because SugarCRM does much more than Act!

Bottom line: poor show Ms. Fredrics. You really let me down w/ this one. For the second edition can you give me a book that I can just hand out to my users so it cuts down on training time. And, if you insist on covering admin issues (which I don't think you should unless the folks at Dummies will allow an increased page count) you really need to roll up your sleeves and truly start working w/ this really amazing CRM system.
1 of 1 people found the following review helpful
2.0 out of 5 stars The best resource a non-developer can hope to find for SugarCRM May 16 2012
By Amazon Customer - Published on Amazon.com
Format:Kindle Edition
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?
5.0 out of 5 stars Sugar instructions Nov. 22 2013
By Mary - Published on Amazon.com
Format:Paperback|Verified Purchase
very good step by step instructions on how to use Sugar. Easy to use and easy to understand. Very reasonable price too.
5.0 out of 5 stars Thank God for this book! May 2 2010
By Claire C. - Published on Amazon.com
Format:Kindle Edition|Verified Purchase
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.
3 of 6 people found the following review helpful
5.0 out of 5 stars great book, and a great resource for SugarCRM users Feb. 12 2010
By Edward Kachinske - Published on Amazon.com
Format:Paperback
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.
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