Getting Started with SugarCRM Version 7 (CRM Foundation Series Book 3)

Whether you are new to SugarCRM, upgrading from Sugar 6 to Sugar 7, or just want to learn more about how to use SugarCRM effectively, this book is for you.

Getting Started with SugarCRM Version 7 is a comprehensive guide for navigating the SugarCRM workspace. Following up on 2013’s Getting Started with SugarCRM Version 6.x, this updated eBook addresses the new user interface and features in Sugar 7. Readers will gain an in-depth understanding of Sugar’s sales, marketing, and support tools.

Megan Sheehan, certified SugarCRM Implementation Consultant and Administration Specialist, is excited to create her third book in the CRM Foundation Series. Published by Technology Advisors and endorsed by SugarCRM, this book is full of best practices to help you get the most out of your CRM.

This eBook includes detailed information about how to:
-Navigate the Sugar 7 user interface
-Search for information in Sugar
-Use dashboards to organize and analyze information
-Use Activity Stream to collaborate and subscribe to account updates in your CRM
-Manage Accounts and Contacts
-Use Leads and Opportunities to track your sales prospects
-Create Quotes in Sugar
-More accurately predict future sales with Forecasts
-Create, send, and track email Campaigns
-Use custom Web-to-Lead forms on your website that pass data directly to Sugar
-Support customers through Sugar’s Cases and Bugs modules
-Share solutions to common issues internally and externally with Knowledge Base
-Access Sugar from your phone and tablet
-Send emails from Sugar using templates, signatures, and attachments
-Integrate with Outlook and other email and calendar providers
-Create custom reports to analyze your business practices and increase accountability
-Import data into SugarCRM