New to SugarCRM..Need help

[superprg]

Hi
As the thread title says, I am new to SugarCRM and want to learn it
I know what a shopping cart is, what a forum is but when it comes to CRM, I guess there are lots of terms/definitions etc and functionalities which have to be understood
Can someone tell me how to go about getting in depth understanding of SguarCRM( and CRM in general)
Anything I can play around which makes me feel how it actually work in real life?
Thanks
San

[andydreisch]

Hi superprg, try our Sugar Adoption Program checklist which provides reference to all kinds of material that may be of value to you.

Andy

[paikmoses]

Hi superprg,

Hope this would help you either: http://sugarcrm.openapp.org/

You can browse throught the site to take a high level gist of the CRM and SugarCRM terminologies.

HTH.

Regards,

[superprg]

Thanks again..
Once again is there any glossary of terms which explains the common vocabulary in CRM
like leads, opportunity etc?
Thanks

[singhsonu]

Thanks again..
Once again is there any glossary of terms which explains the common vocabulary in CRM
like leads, opportunity etc?
Thanks

Hi,

We have been maintaining a knowledge-base where we share our experiences with SugarCRM

I hope that couple of posts will help you in this issue.

CRM is a broad term that covers concepts used by organizations to manage their relationships with customers, including collecting, storing and analyzing customer information.More details here: http://en.wikipedia.org/wiki/Custome...hip_management

Home module -After installing SugarCRM successfully on your system when you login as the admin then the application will navigate you to Home page. On this page you can see all the information you fill in. More here: http://www.openapp.org/open-source-c...rm-home-module

My Portal module -My Portal module helps in accessing the different websites in the application without switching over to any other browser. This module is helpful to the Sales executives as they can add their customers or clients website through which they can update their SugarCRM and information related to sales. More here: http://www.openapp.org/open-source-c...rcrm-my-portal

Activities module - The Activities tab allows you to create or update scheduled activities or to search for existing activities. Managing activities within the context of an Account, Contact, Lead, Opportunity or Case, the true value of SugarCRM becomes apparent. More here: http://www.openapp.org/open-source-c...ivities-module

Leads module -Lead module helps in managing and monitoring the status of prospects. Leads are basically prospects who are not your customers or the consumers of the products or services that you are providing. More here: http://www.openapp.org/open-source-c...m-leads-module

Opportunities module-Opportunities help you manage your selling process by tracking attributes such as sales stages, probability of close, deal amount and other information. More here: http://www.openapp.org/open-source-c...unities-module

Cases module- Cases module plays important role in establishing relationship between sales department and customer support department. More here: http://www.openapp.org/open-source-crm/cases-module

RSS module- RSS enabled in SugarCRM helps the sales and marketing executives to be more updated about the marketing issues that are happening around. There are only simple steps to get your news or blogs registered and after that you can access the updates very easily without wasting any time. More here: http://www.openapp.org/open-source-c...crm-rss-module

Hope this helps.

Regards,
Sonu Singh

[susiewilliams]

There are also many books on CRM, and even a few in particular that focus on SugarCRM. Please check out this link for a list of books on SugarExchange.com that might help you.