SugarCRM Tutorial

Introduction to SugarCRM

Sugar CRM Suite is one of the most popular customer relationship management (CRM) systems available today developed by SugarCRM Inc. In fact there are three different versions of this software. In this tutorial we'll be talking about Sugar Open Source. Sugar CRM OS is freely distributed and customizable, and possesses a rich set of features. The implementation of SugarCRM in your business will improve your customer service and will help you to closely monitor your company performance. SugarCRM is suitable for all kinds of businesses. With SiteGround hosting you can use all Sugar CRM OS features.

The application is very well supported and there are many language packs, plugin for Outlook and many free themes. Also Sugar Suite is written in a simple, popular programming language (PHP) that can be customized in an instant. Further more if you are a programmer you can take a look at the source and modify it. Due to its open source nature there is a big devoted community with thousands members who develop and test all the time new useful stuff.

Currently the latest stable release of Sugar CRM is version 4.0. In this tutorial will focus mainly on it but most things should apply for other versions too.

SugarCRM Tutorial covers the following areas:

• Clean SugarCRM installation* of version 4;
• How to upgrade SugarCRM version;
• How to create backups and restoration of SugarCRM;
• Selection of the most common problems with SugarCMS and troubleshooting them;
• Working with SugarCRM - creating contacts and accounts, sharing documents, email options.

Check the CRM Hosting package if you would like to start your SugarCRM website immediately!

Please note, that with SiteGround CRM Hosting package you get a free installation of SugarOS

You may use this tutorial for your own use. You may not distribute it in any form without the express permission of the publisher. You may provide a link to the publisher's web site, where this tutorial can be used from. This tutorial is provided free of charge and without any warranty of any kind.