Things You Did Not Know

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Things You Did Not Know

  1. 1. (at least) 10 Things You did not know you could do with SugarCRM Susie Williams Dir. System Services SugarCRM 04/30/10 ©2009 SugarCRM Inc. All rights reserved.
  2. 2. What We’ll Cover <ul><li>Some neat yet overlooked features </li></ul><ul><li>Some interesting uses for workflows </li></ul><ul><li>Some time-saving best practices </li></ul><ul><li>Some new features </li></ul>©2009 SugarCRM Inc. All rights reserved.
  3. 3. Neat Yet Overlooked Features <ul><li>Create an Opportunity from a Quote </li></ul><ul><ul><li>Populate Products under Account record </li></ul></ul><ul><li>Contact Role in Opportunity </li></ul><ul><li>SkypeOut Integration in System Settings </li></ul><ul><ul><li>Click-to-call </li></ul></ul><ul><li>Employee Phone Book </li></ul><ul><li>Searching a comma-separated list </li></ul><ul><li>Favorite Reports </li></ul><ul><li>Team Notices (MOTD) </li></ul>©2009 SugarCRM Inc. All rights reserved.
  4. 4. Something to Make You Look Like a Hero <ul><li>Clear Button on Search Form </li></ul>©2009 SugarCRM Inc. All rights reserved.
  5. 5. Interesting Uses for Workflows <ul><li>Auto-create a task when an Opportunity closes </li></ul><ul><li>Email a customer when a note has been added to a case </li></ul><ul><li>Auto-reply to a contact after a case has been created through the Portal </li></ul><ul><li>Auto-respond to a lead when its created from a Web-To-Lead form </li></ul><ul><li>Notify a user when an Oppty has been in the same stage for “too long” </li></ul><ul><li>Notify the Legal team that a contract is ready for review </li></ul>04/30/10 ©2009 SugarCRM Inc. All rights reserved.
  6. 6. Time-Saving Best Practices <ul><li>“ Current User” and “Department” Report criteria </li></ul><ul><li>Recently viewed items </li></ul><ul><li>Control key in list view to open multiple tabs </li></ul><ul><li>Right click close other tabs </li></ul><ul><li>Bypass the Detail view, go straight to Edit view </li></ul><ul><li>Don’t Forget View Summary on History Sub-Panel </li></ul><ul><li>Dashlets </li></ul><ul><li>“ Get Data” button to enhance your data </li></ul>©2009 SugarCRM Inc. All rights reserved.
  7. 7. New(ish) Features <ul><li>Excel Plugin </li></ul><ul><li>Sugar Wireless </li></ul><ul><ul><li>Handy tool </li></ul></ul><ul><ul><li>Easy to access (same URL) </li></ul></ul><ul><ul><li>Now has its own editor </li></ul></ul><ul><li>Connectors (new for 5.2) </li></ul><ul><ul><li>Jigsaw, Hoovers, Zoominfo, LinkedIn </li></ul></ul><ul><ul><li>Twitter connector from Synolia, GetSocial Twitter </li></ul></ul>©2009 SugarCRM Inc. All rights reserved.
  8. 8. Thank you for your time! ©2009 SugarCRM Inc. All rights reserved. Susie Williams Director, System Services SugarCRM [email_address]

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