SugarCRM For Dummies Paperback – Nov 7 2008
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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.
Top Customer Reviews
Most Helpful Customer Reviews on Amazon.com (beta)
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.
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 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.
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