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A Tour of the New Sugar Email   

Erin Fetsko

4/6/2010

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What is Email?

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Quick Vocabulary Lesson

SMTP - Simple Mail Transfer Protocol

IMAP - Internet Message Access Protocol

TLS - Transport Layer Security

Sendmail - UNIX implementation of SMTP

SSL - Secure Socket Layer

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What we DO and DON'T do

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• Campaigns 

• Workflows

• Assignment Notifications

• Plugins

• Email Module

• Group Email

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Where's the value in integrating email

into SugarCRM?

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System Email

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Admin Setup

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Admin > Email Settings

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Impacts ... 

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Admin > Configure Campaign Email Settings

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Pace Yourself

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Admin > Email Queue

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Admin > Inbound Email >                              New Bounce Handling Mailbox

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 Admin > Inbound Email >                  New Bounce Handling Mailbox Part 2

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Let your customers 

Opt-Out

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Please tell me that's not all it does ...

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Admin > Inbound Email > New Group Mail Account

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Customer Support

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Admin > Inbound Email 

User Email

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Configuring your in-box

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Emails > Settings > Mail Accounts >                                          Mail Account Properties

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Emails > Settings > Mail Accounts >                            Outgoing Mail Server Properties

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Who does it impact?

Why Sugar?

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• Everyone will read my email.

• What about spam?

• My DB will get too big too fast. 

• I like outlook better.

Common Objections

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Work in your address book

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Less Training

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