Getting started with Sugar Best practices
1 like1,121 views
The document provides guidance on getting started with SugarCRM. It outlines the typical project plan phases of discovery, planning, execution, and closing. It also lists critical success factors for a SugarCRM implementation including technical decisions, strategic decisions, project team, configurations, programming, reporting, data migration, integrations, testing, training, and ongoing enhancements. The document then provides best practices for SugarCRM configurations, workflows, reports, data quality, optimizing homepages and layouts/searches, using web to lead forms, and more. It emphasizes planning, involving the team, configuring to specific needs, and regularly reviewing processes.
Getting started with Sugar Best practices
- 1. Getting Started With Sugar Sugar Best Practice
- 2. The Project Plan ß Monitoring and Controlling à Discovery Planning Execution Closing (Iteration per Milestone / Sub-project) (Iteration per Milestone / Sub-project) (Iteration per Milestone / Sub-project) - Develop CRM - Workshops - Implementation / change requests - Project approval strategy - Feasibility study / Cost estimate - Training / testing - Project post calculation - Define project scope - General plan - Go live and approval of milestones - Archive project data - Create project - Detailed plans per milestone / management - Ongoing: - Continuous sub-project plan Risk Management, Project Management, improvement process Project Reports, Quality Management (CIP) - Review former milestones - Select CRM system / - Project closure meeting Service provider and debrief - Kick-off meeting © 2011 SugarCRM, Inc. All rights reserved.
- 3. Critical Success Factors • Technical Decisions • Strategic Decisions • Project Team (Internal and External resources) • Configurations • Programming / Development • Reporting / Automation • Data Migration • Integrations • Testing • Training • Ongoing Enhancements and Developments © 2011 SugarCRM, Inc. All rights reserved.
- 4. Critical Success Factors • CRM Vision / Strategy • Top management support • Company wide usage • Complete implementation of important processes • Implementation in milestones • Involve your users, develop for key users • Train Your Team © 2011 SugarCRM, Inc. All rights reserved.
- 5. SugarCRM Best Practice • Configuration – Disable auto-generated password feature during your initial configuration – Avoid too many Administrators – Define your own standard for naming fields / dropdowns – Document the configurations you’ve made – Less is more: remove unrequired modules / fields / dropdown values – Use SugarLogic – Define System Settings, Currencies and Default Behaviours – Use Help Information – Define Users, Teams and Roles – Use Plug-ins © 2011 SugarCRM, Inc. All rights reserved.
- 6. SugarCRM Best Practice • Workflows – Provide all needed information in internal Email Notifications – Avoid too many Emails à Use Reports / Dashlets instead • Reports – Use Pre-fixes – Define Role • Data Quality – Tracker Reports – Required / Compulsory Fields – Audit
- 8. Optimise the 360° view of your customer
- 9. Optimise Layouts / Searches • Advanced Search • List Views • Sub-panels • Pop-ups
- 10. Web to Lead Forms (Use Out of the box)
- 11. SugarCRM Best Practice • Define how and where to save information (Notes, Tasks, Meetings, etc.) • Keep historical data: Re-assign open, potentially stale records • Use the SugarCRM Knowledge Base: http://support.sugarcrm.com/
- 12. Demonstration Show me some demo stuff…!
- 13. Conclusion • Plan and live your CRM • Involve your team • Configure the system to the specific needs • Train Your Team But most of all: Review your processes regularly.
- 14. Questions If you have any questions, please ask…