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Sugar Professional 5.2 Documentation
Sugar Professional User Guide
Version 5.2
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Preface : Overview
Sugar consists of modules, each of which represents a specific functional aspect of CRM such as Accounts, Activities, Leads, and Opportunities. For example, the Accounts module enables you to create and manage customer accounts, and the Activities module enables you to create and manage activities related to accounts, opportunities, etc. These modules are designed to help you manage customer accounts through each step of their lifecycle, starting with generating and qualifying leads to customer support and resolving reported bugs. Because many of these steps are interrelated, each module displays related information. For example, when you view the details of a particular account, the system also displays the related contacts, activities, opportunities, and bugs. You can not only view and edit this information but also create new information.
As an administrator, you have the power to implement access control for these modules. You can customize the look and feel of Sugar across your organization. You can even create new modules if needed. You can also create multiple forums as platforms of discussion on various topics amongst your users and customers.
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Lead, Contact, and Opportunity Management to share information and pursue new business.
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Account management to manage all customer interactions in a single location.
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Sales forecasting and pipeline analysis to give salespeople and managers greater visibility.
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Lead management for tracking and cultivating new leads.
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Email marketing for touching prospects and customers with relevant offers.
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Campaign management for tracking campaigns across multiple channels.
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Campaign reporting to analyze the effectiveness of marketing activities
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Shared Email and calendar with integration to Microsoft Outlook
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Activity management for emails, tasks, calls, and meetings
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Content syndication to consolidate third-party information sources.
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The RSS news feeds module lets you select and manage your favorite news feeds, and display them on your My RSS News Feeds screen.
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Define how information flows through Sugar (Workflow Management) and what actions users can take with information (access control)
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Customize the application with Sugar Studio so that Sugar meets the exact needs of your company.
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The Portal module allows administrators and users to link external web sites and web applications into the Sugar user interface, enabling Sugar to become a unified information interface for its users.
Sugar is built on established open-source technologies and widely supported industry standards, including the PHP development environment, the MySQL relational database, the Apache or IIS web servers, and the Linux or Windows Server operating systems. The system supports both the LAMP (Linux, Apache, MySQL, PHP) and WIMP (Windows, IIS, MySQL, PHP) platforms.
What’s New in 5.2
With each revision of the Sugar software, significant advances are made in both the feature set and usability of the software. Some of the highlights of version 5.2 are detailed below.
Connectors to External Data Sources
Sugar provides connectors to LinkedIn, Jigsaw, and Hoover’s. Connectors enable users to view data or merge it from external data sources from within a Sugar record. Additional connectors to other data sources can be obtained and installed using Module Loader.
Sugar Feed enables users to be informed as soon as a team member creates a new contact, lead, opportunity, or case. Users can add a My Sugar Feed dashlet on their Home page so that when a team member performs any of these actions, a message displays in the dashlet on their Home page. System Administrators can enable this functionality for users.
Team members are also notified of status updates when a lead is converted, when a case is closed, and when an opportunity is closed.
Additionally, System Administrators can enable User Feed to allow users to post status updates, external links, images, and YouTube videos for the benefit of their team members.
Sugar provides a My Portal dashlet that presents product information and news about SugarCRM on your Home page. You can add additional My Portal dashlets to view information from external web sites and applications directly within your Sugar instance.
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Copyright 2004-2009 SugarCRM Inc.
Professional License
