The Getting Started section of Sugar's Knowledge Base includes introductory information including installation, initial configuration, migration, importing, and module usage.
- Introduction to CRM
CRM is the abbreviation for Customer Relationship Management, a strategy for managing interactions with customers and sales prospects. Most businesses use the term "CRM" to loosely refer to the software system where employees store information about these interactions. Sugar® is one of these systems. Sugar streamlines and automates the business processes that directly and indirectly relate to customers.
- Downloading Sugar
This article outlines how to download the zip files required to install, upgrade, and convert Sugar editions.
- First Settings to Configure
Sugar's flexibility empowers users to configure the platform for their specific needs. This article explains some of the most basic settings an administrator should configure to get their users up and running with Sugar.
- Creating Users
If an individual needs access to Sugar® to view and create records, an administrator must first create a user account so that they can log into the instance. There are several ways that administrators can create new users in Sugar including via the Users module, duplication, and import. This article covers the basic steps of creating regular users via the Users module.
- Migrating Data From a Previous CRM System
One of the first challenges in implementing Sugar® when moving from a previous CRM system is migrating your existing data to Sugar. This article will cover the basics of that migration process. If you wish to get personal assistance in migrating your data to Sugar, please refer to the Additional Assistance section below.
- Introduction to Importing
This article walks through some best practices that you can use to move external data into Sugar.
- Introduction to Contacts, Leads, and Targets
Target lists feed into a campaign; leads are targets that responded to a campaign; and contacts are highly qualified leads that are part of a longer-term selling process.
- Introduction to Email Functionality in Sugar
In Sugar, there is a variety of functionality made possible by integrating Sugar with an email system. Some of these features include sending personal emails to contacts, auto-creating cases and auto-associating emails to cases, notifying customers of case status changes, notifying users and/or contacts of various events via workflows, and sending marketing email campaigns as well as handling bounced messages from campaigns.
- Downloading and Installing Sugar Plug-ins
In Sugar®, you have access to third party plug-ins that work in conjunction with your Sugar instance. This article covers how to download and install Sugar Plug-ins for Lotus Notes, Outlook, Word, and Excel. Please note that plug-ins are only available for instances running commercial editions of Sugar.
- Using Sugar in a B2C World
Most Sugar customers are businesses that use Sugar to manage their sales, marketing and support interactions with other businesses. This is commonly referred to as a B2B, or business-to-business, model. But Sugar can also be used in a B2C, or business-to-consumer, environment. This is where a business uses Sugar to interact not with other businesses but with consumers.
Last modified: 09/26/2015 05:12pm