Start Using SugarCRM
The Start Using SugarCRM section of Sugar's Help Articles includes introductory information for getting started with Sugar's CRM offering.
Topics
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.
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.
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.
This article walks through some best practices that you can use to move external data into Sugar.
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.
Some critical CRM functions rely on integrating Sugar with an email system. This article is an introduction to the options available for sending and receiving mail in Sugar.
When you first receive a new Sugar Sell instance, the administrator must configure some Sell-specific functions before Sales agents can leverage those features.
When you first receive a new Sugar Serve instance, the administrator must configure some Serve-specific functions before Customer Service agents can leverage those features.