Sugar Community Edition Installation and ... - SugarForge

PrefaceOverviewIn addition, this guide provides information for system administrators who manageuser access and system configuration.Sugar consists of modules, each of which represents a specific functional aspect ofCRM such as Accounts, Activities, Leads, and Opportunities. For example, theAccounts module enables you to create and manage customer accounts, and theActivities module enables you to create and manage activities related to accounts,opportunities, etc. These modules are designed to help you manage customer accountsthrough each step of their lifecycle, starting with generating and qualifying leads tocustomer support and resolving reported bugs. Because many of these steps areinterrelated, each module displays related information. For example, when you viewthe 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 butalso create new information.As an administrator, you have the power to implement access control for thesemodules. You can customize the look and feel of Sugar across your organization. Youcan even create new modules if needed. You can also create multiple forums asplatforms of discussion on various topics amongst your users and customers.Core FeaturesSales Management• Lead, Contact, and Opportunity Management to share information and pursuenew business.• Account management to manage all customer interactions in a single location.Marketing Automation• Lead management for tracking and cultivating new leads.• Email marketing for touching prospects and customers with relevant offers.• Campaign management for tracking campaigns across multiple channels.• Campaign reporting to analyze the effectiveness of marketing activitiesCollaboration• Activity management for emails, tasks, calls, and meetings• Content syndication to consolidate third-party information sources.News Service• The RSS news feeds module lets you select and manage your favorite news feeds,and display them on your My RSS News Feeds screen.Administration• Quickly edit user settings, views and layouts in a single location.iiSugar Community Edition Installation and Administration Guide