Sugar crm community edition presentation
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SugarCRM Community Edition provides 16 core modules for managing customer relationships and business processes. The modules include Accounts, Contacts, Opportunities, Leads, Calendar, Documents, Emails, Campaigns, Calls, Meetings, Tasks, Notes, Cases, Targets, and Target Lists. Each module allows users to create and manage specific record types like customers, leads, tasks, emails and more. The Home page displays customizable dashlets with information related to activities and records assigned to the user.
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Sugar crm community edition presentation
- 2. SugarCRM CE Modules • • • • • • • • • • • • • • • • Home Accounts Contacts Opportunities Leads Calendar Documents Emails Campaigns Calls Meetings Tasks Notes Cases Targets Target Lists Vmoksha Confidential Slide 2 www.vmokshagroup.com
- 3. Modules Description Home The Home page displays a collection of Sugar Dashlets that display information related to the activities such as meetings and calls. It also displays records assigned to you, such as Accounts, Opportunities, and Cases. Sugar Dashlets are user-configurable panels that you can add, remove, and move as needed. Accounts Accounts module to create and manage customer Accounts for your organization. An Account contains the customer information such as name and address. Each Account can be associated with other records such as Opportunities and Contacts. Contacts Contacts module is to create and manage contacts for the organization. A contact is any individual who is a valid sales lead; a lead that has been evaluated and assessed for a possible sales opportunity. Vmoksha Confidential Slide 3 www.vmokshagroup.com
- 4. Modules Description Cont… Opportunities Opportunities module to create and manage sales opportunities, qualified leads, and view related records. An opportunity specifies the estimated amount of a sales deal and is tied to a sales stage. A sales stage, such as Qualification, Closed Won, or Closed Lost identifies how close you are to making the sale. Leads Leads are early contacts in the sales process. Use the Leads module to create, manage, and track sales leads or unqualified opportunities along with related activities, sales campaigns, and history. Calendar Calendar module to schedule and manage activities such as calls, meetings, and tasks. Documents Documents module is to create and manage files that User share with other users and contacts. Vmoksha Confidential Slide 4 www.vmokshagroup.com
- 5. Modules Description Cont… Emails The Emails module enables individual users to send and receive emails from within Sugar. Campaigns Campaigns Module is to track and manage mass marketing campaigns. Calls The Calls module to log, view, and import calls. Meetings This module to schedule, view, and manage meetings. Tasks This module to schedule and manage tasks. Notes This module to create, view, and import Notes and attachments to records in Sugar. Cases The Cases module to track and manage services-releated problems reported by your users and customers. Vmoksha Confidential Slide 5 www.vmokshagroup.com
- 6. Modules Description Cont… Targets Targets Module to track and manage targets as part of mass marketing campaigns. You can create many types of campaigns as described in Creating a Campaign. Target Lists Target Lists Module to track and manage mass marketing campaigns. You can create many types of campaigns as described in Creating a Campaign. Vmoksha Confidential Slide 6 www.vmokshagroup.com
- 7. Thank You