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AIESEC Singapore

SUGARCRM USER GUIDE

written by Josh Toh, 8th Jan 2012

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Right before that...

The sugarCRM contains confidential information of enablers and supporters of AIESEC Singapore and should only be accessed by authorized members from AIESEC SGs Business Strategy Team.

Should there be a need to access, please send an email to the system administrator with reason(s) for authorisation via your designated aiesec.net email address. Contact information of the system administrator is as shown below.
Please expect up to 3 working days for the email response. In the meantime, read up on the AIESEC SGs External Relations Principles to understand the desired conduct required for customer relationship management.

Josh Toh Marketing Director AIESEC SINGAPORE Email: josh.toh@aiesec.net Tel: +65 96945094

www.aiesec.org.sg

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Table of contents
A. Set up your sugarCRM account

B. Basic Sales Terminologies C. Navigating the sugarCRM interface

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Set up your sugarCRM account

1. With the login and password, logon to the http://crm.aiesec.org.sg/sugarcrm You will be prompt to reset your password.

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Set up your sugarCRM account

2. When you are login successfully, the following screen appears for your contact information. Please include at least your email and contact number.

On the next screen, make sure that the time zone is right. You can ignore the rest.

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Set up your sugarCRM account

3. Inside sugarCRM, you will be greeted with the following dashboard:

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Set up your sugarCRM account

4. We recommend that you to remove Discover Sugar and Sugar News and add in the dashlet My contacts by clicking the icon on the top right corner of the page.

Neat.. You are almost there! Lets go through 3 simple terminologies next.
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3 Basic Sales Terminologies.

Account: Name of the corporate, governmental or non-profit organization e.g. Microsoft Singapore Contact: Name of the person(s) in the organization you encountered.

Lead: Name of the person(s) in the organisation you encountered. However, it differs from contact as in this case, there is no formal contract signed with the leads organisation for a formal working relationship.
A lead is usually someone you met during networking event whom you have not yet arranged for a company meeting or one who has no interest in partnering at present but with potential in the future.

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Navigating the sugarCRM interface

1a. Navigate to the Account tab.

Here you will see all the Accounts (or organisations) that we work with formally.
Note the Primary Contact Owner categorisation:
These are the members in AIESEC Singapore currently managing the accounts.

Note the Type categorisation:

Acquired: account raised from sales effort

Assigned: account given by MC to LC

Transited: account passed from one member to another during role transition

Common: account not currently owned by anyone

The Last Working Relationship categorisation shows the partnerships as detailed by the last formal contract or engagement. For more details (including how to become a Secondary Contact Owner), please refer to the AIESEC Singapores External Relations Principle.
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Navigating the sugarCRM interface

1b. You can add an account or view existing accounts via the subpanel. 1c. When viewing account, each account information also include a list of contacts (people in the organisation you encountered).

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Navigating the sugarCRM interface

2a. Navigate to the Contact tab. Here you will see all the Contacts (or people in organisations) that we work with formally. Note the Status categorisation:
Active: contact has last communicated within 6 months
Inactive: contract has not responded to emails Left Job: contact has left the organisation
Status advises the health of accounts and facilitates system maintenance in removing obsolete contacts.

Note in the search toolbar,

BOA: Member of Board of Advisors for AIESEC Singapore BOD: Member of Board of Directors for AIESEC Singapore

Alumnus: Contact who is also an AIESEC Alumnus

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Navigating the sugarCRM interface

2b. You can add a contact or view existing contacts via the subpanel.

2c. When adding a contact, it should include at least one mode of contact information.

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Navigating the sugarCRM interface

3a. Navigate to the Leads tab. Here you will only see your own Leads (or people in organisations) that you have yet to work with formally. Note the Status categorisation:
New Assigned: Lead has a meeting date fixed (update in status details) In process: Lead is in the process of negotiation Recycled: Lead is not interested but future potential exists

Dead: No possibility to work with lead

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Navigating the sugarCRM interface

3b. You can add a lead or view existing leads via the subpanel. 3c. When viewing lead information, convert lead allows the conversion of lead into contact with a single click of the button. This occurs when a contract is signed and a lead now becomes a contact.
Note that the lead still remains in the system after conversion into contact. It should be deleted.

Note the use of Status Description and Next Action. Next Action is a useful feature that appears at your dashboard.
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Thats it!

This simple user guide provides you with the main features of the sugarCRM. Do take time to explore and be familiar with the interface. Thank you.

Josh Toh Marketing Director AIESEC SINGAPORE Email: josh.toh@aiesec.net Tel: +65 96945094

www.aiesec.org.sg

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