Your SlideShare is downloading. ×
0
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Getting Started with SugarCRM: Best Practices for Automating Your Sales Force | SugarCon 2011

2,258

Published on

"Show me how your project starts and I show you how it will end." The beginning of a project is the most important part. Automating your sales force requires more than just buying a new system. In …

"Show me how your project starts and I show you how it will end." The beginning of a project is the most important part. Automating your sales force requires more than just buying a new system. In this session, Kathrin Kohlhäufl will give you helpful tips on how to plan and execute a successful CRM implementation including useful features and quick configurations to automate and optimize your Sales force.

Presented by Kathrin Kohlhaufl, Senior Business Analyst, SugarCRM, at SugarCon 2011

Published in: Business
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
2,258
On Slideshare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
83
Comments
0
Likes
1
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1.
  • 2. Getting Started with SugarCRM<br />Best Practices for Automating Your <br />Sales Force<br />Kathrin Kohlhäufl, SugarCRM<br />Senior Business Analyst<br />©2011 SugarCRM Inc. All rights reserved.<br />
  • 3. Agenda<br />How to set up a successful CRM Project<br />Critical Success Factors<br />SugarCRM specific configurations to automate your sales force<br />Q &amp; A<br />4/8/11<br />3<br />©2011 SugarCRM Inc. All rights reserved.<br />
  • 4. How to set up a successful CRM Project<br />“Show me how your project starts<br />and I show you how it will end”<br />©2011 SugarCRM Inc. All rights reserved.<br />4/8/11<br />4<br />
  • 5. Project Plan “CRM Project”<br />4/8/11<br />5<br />©2011 SugarCRM Inc. All rights reserved.<br /> Monitoring and Controlling<br />Initiating<br />Planning<br />(Iteration per Milestone / Subproject)<br />Closing<br />(Iteration per<br />Milestone / Subproject)<br />Execution<br />(Iteration per Milestone / Subproject)<br />Y<br />Y<br />Y<br />Y<br />Y<br />Y<br />Y<br />N<br />N<br />N<br />N<br />N<br />N<br />N<br />
  • 6. Project Plan “CRM Project”<br />4/8/11<br />6<br />©2011 SugarCRM Inc. All rights reserved.<br /> Monitoring and Controlling<br />Initiating<br />Planning<br />(Iteration per Milestone / Subproject)<br />Closing<br />(Iteration per<br />Milestone / Subproject)<br />Execution<br />(Iteration per Milestone / Subproject)<br />Y<br /><ul><li>develop CRM strategy
  • 7. defineprojectscope
  • 8. create projectmanagement plan
  • 9. select CRM system / serviceprovider</li></ul>Y<br />Y<br />Y<br />Y<br />Y<br />Y<br />N<br />N<br />N<br />N<br />N<br />N<br />N<br />
  • 10. Project Plan “CRM Project”<br />4/8/11<br />7<br />©2011 SugarCRM Inc. All rights reserved.<br /> Monitoring and Controlling<br />Initiating<br />Planning<br />(Iteration per Milestone / Subproject)<br />Closing<br />(Iteration per<br />Milestone / Subproject)<br />Execution<br />(Iteration per Milestone / Subproject)<br />Y<br /><ul><li>workshop(s)
  • 11. feasibilitystudy/costestimate
  • 12. general plan
  • 13. detailplans per milestone / subproject
  • 14. reviewformermilestones
  • 15. kickoffmeeting
  • 16. develop CRM strategy
  • 17. defineprojectscope
  • 18. create projectmanagement plan
  • 19. select CRM system / serviceprovider</li></ul>Y<br />Y<br />Y<br />Y<br />Y<br />Y<br />N<br />N<br />N<br />N<br />N<br />N<br />N<br />
  • 20. Project Plan “CRM Project”<br />4/8/11<br />8<br />©2011 SugarCRM Inc. All rights reserved.<br /> Monitoring and Controlling<br />Initiating<br />Planning<br />(Iteration per Milestone / Subproject)<br />Closing<br />(Iteration per<br />Milestone / Subproject)<br />Execution<br />(Iteration per Milestone / Subproject)<br />Y<br /><ul><li>workshop(s)
  • 21. feasibilitystudy/costestimate
  • 22. general plan
  • 23. detailplans per milestone / subproject
  • 24. reviewformermilestones
  • 25. kickoffmeeting
  • 26. implementation / changerequests
  • 27. trainings / test
  • 28. going live andapprovalofmilestone
  • 29. ongoing: Risk Management, Project Controlling, Project Reporting, Quality Management
  • 30. develop CRM strategy
  • 31. defineprojectscope
  • 32. create projectmanagement plan
  • 33. select CRM system / serviceprovider</li></ul>Y<br />Y<br />Y<br />Y<br />Y<br />Y<br />N<br />N<br />N<br />N<br />N<br />N<br />N<br />
  • 34. Project Plan “CRM Project”<br />4/8/11<br />9<br />©2011 SugarCRM Inc. All rights reserved.<br /> Monitoring and Controlling<br />Initiating<br />Planning<br />(Iteration per Milestone / Subproject)<br />Closing<br />(Iteration per<br />Milestone / Subproject)<br />Execution<br />(Iteration per Milestone / Subproject)<br />Y<br /><ul><li>workshop(s)
  • 35. feasibilitystudy/costestimate
  • 36. general plan
  • 37. detailplans per milestone / subproject
  • 38. reviewformermilestones
  • 39. kickoffmeeting
  • 40. implementation / changerequests
  • 41. trainings / test
  • 42. going live andapprovalofmilestone
  • 43. ongoing: Risk Management, Project Controlling, Project Reporting, Quality Management
  • 44. projectapproval
  • 45. projectpostcalculation
  • 46. archiveprojectdata
  • 47. continuousimprovementprocess (CIP)
  • 48. projectclosuremeeting
  • 49. develop CRM strategy
  • 50. defineprojectscope
  • 51. create projectmanagement plan
  • 52. select CRM system / serviceprovider</li></ul>Y<br />Y<br />Y<br />Y<br />Y<br />Y<br />N<br />N<br />N<br />N<br />N<br />N<br />N<br />
  • 53. 4/8/11<br />CRM Adoption Curve<br />Unique<br />Differentiation<br />Generic<br />CRM Process<br />Optimized<br />Manual<br />©2010 SugarCRM Inc. All rights reserved.<br />10<br />
  • 54. CRM Adoption Curve<br />4/8/11<br />©2010 SugarCRM Inc. All rights reserved.<br />11<br />Unique<br />Differentiation<br />Manual<br /><ul><li>Few defined processes, all manual
  • 55. Data locked in emails &amp; spreadsheets
  • 56. No measurement or visibility </li></ul>1.<br />Generic<br />CRM Process<br />Optimized<br />Manual<br />
  • 57. CRM Adoption Curve<br />4/8/11<br />©2010 SugarCRM Inc. All rights reserved.<br />12<br />Unique<br />Differentiation<br />2.<br />Managed<br /><ul><li>Repeatable processes
  • 58. Source of shared data
  • 59. Limited measurement and visibility</li></ul>Generic<br />CRM Process<br />Optimized<br />Manual<br />
  • 60. CRM Adoption Curve<br />4/8/11<br />©2010 SugarCRM Inc. All rights reserved.<br />13<br />Unique<br />Defined<br /><ul><li>Automated processes
  • 61. Collaboration across customer facing teams
  • 62. Clear visibility into future performance</li></ul>3.<br />Differentiation<br />Generic<br />CRM Process<br />Optimized<br />Manual<br />
  • 63. CRM Adoption Curve<br />4/8/11<br />©2010 SugarCRM Inc. All rights reserved.<br />14<br />4.<br />Optimized<br /><ul><li>Differentiated best practices
  • 64. Integrated and scalable systems
  • 65. Quickly adapt to changing market</li></ul>Unique<br />Differentiation<br />Generic<br />CRM Process<br />Optimized<br />Manual<br />
  • 66. Implementing CRM software<br />Technical decisions<br />Basic Configurations<br />Programming<br />Data Migration<br />Integrations<br />Trainings<br />4/8/11<br />15<br />©2011 SugarCRM Inc. All rights reserved.<br />
  • 67. Critical Success Factors<br />CRM Vision / Strategy<br />Top management support<br />Company wide usage <br />Complete implementation of important processes<br />Implementation in milestones <br />Involve (key-)users<br />Train Your Team<br />4/8/11<br />16<br />©2011 SugarCRM Inc. All rights reserved.<br />
  • 68. SugarCRM specific configurations to automate your sales force<br />4/8/11<br />17<br />©2011 SugarCRM Inc. All rights reserved.<br />
  • 69. Optimize Home Tab<br />4/8/11<br />18<br />©2011 SugarCRM Inc. All rights reserved.<br />
  • 70. 360 degree view of your customer<br />4/8/11<br />19<br />©2011 SugarCRM Inc. All rights reserved.<br />
  • 71. Optimize Layouts / Searches<br />Advanced Search<br />List Views<br />Subpanels<br />Pop ups<br />4/8/11<br />20<br />©2011 SugarCRM Inc. All rights reserved.<br />
  • 72. Workflows<br />4/8/11<br />21<br />©2011 SugarCRM Inc. All rights reserved.<br />
  • 73. Forecasting<br />4/8/11<br />22<br />©2011 SugarCRM Inc. All rights reserved.<br />
  • 74. Web – to – Lead Form<br />4/8/11<br />23<br />©2011 SugarCRM Inc. All rights reserved.<br />
  • 75. Mobile / iPad<br />4/8/11<br />24<br />©2011 SugarCRM Inc. All rights reserved.<br />
  • 76. Social CRM<br />4/8/11<br />25<br />©2011 SugarCRM Inc. All rights reserved.<br />
  • 77. Conclusion<br />Plan and live your CRM<br />Involve your team<br />Configure the system to your specific needs<br />Train Your Team<br />Review your processescontinuously<br />4/8/11<br />26<br />©2011 SugarCRM Inc. All rights reserved.<br />
  • 78. Questions &amp; Answers<br />4/8/11<br />27<br />©2011 SugarCRM Inc. All rights reserved.<br />

×