SugarCRM介绍资料.ppt

* * * * * * Understanding of customer issues and oppt’ys * * * * * 为了更清晰地了解业务， 企业必须能将 crm 系统中的数据作分析。。。 Understanding of customer issues and oppt’ys * Provide detailed views into campaign effectiveness across marketing and sales Manage multiple campaigns offers across sales stages Benchmark campaigns to understand which campaigns produce the most revenue Provide detailed views into campaign effectiveness across marketing and sales Manage multiple campaigns offers across sales stages Benchmark campaigns to understand which campaigns produce the most revenue * * * * * * * * * * Copyright ? 2005 SugarCRM, Inc. All rights reserved. * Objectives In this training module you are going to: Identify the main components of the Sugar Suite Home Page. Review how to navigate within the modules of Sugar Suite. Identify how to navigate to individual records and linked records within Sugar Suite. Recognize how to use additional features and functionality within Sugar Suite. This lesson should take approximately 2 hours to complete. * Copyright ? 2005 SugarCRM, Inc. All rights reserved. * Home Page The image shown on the screen is the main Sugar Suite Home Page. The Home Page is automatically displayed when users log in to Sugar Suite. Instructor Note: Depending upon which theme users select when they log in, the Home Page will have a different look and feel. The graphic on the page is based on the standard “Sugar” theme. Remind users if they select a theme other than standard, their login screen will look different. If possible, it may be a good idea to log in using several different themes to show users the differences. * Copyright ? 2005 SugarCRM, Inc. All rights reserved. * Module Home Page The Shortcuts menu within each module’s Home Page provides a quick way to access common activities for that topic. In this example, activities including how to create a new Account or view reports on Accounts are displayed, among others. Instructor Note: Inform users tha