Getting Started with SugarCRM<br />Best Practices for Automating Your <br />Sales Force<br />Kathrin Kohlhäufl, SugarCRM<b...
Agenda<br />How to set up a successful CRM Project<br />Critical Success Factors<br />SugarCRM specific configurations to ...
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 />©20...
Project Plan “CRM Project”<br />4/8/11<br />5<br />©2011 SugarCRM Inc. All rights reserved.<br /> Monitoring and Controll...
Project Plan “CRM Project”<br />4/8/11<br />6<br />©2011 SugarCRM Inc. All rights reserved.<br /> Monitoring and Controll...
defineprojectscope
create projectmanagement plan
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 />...
Project Plan “CRM Project”<br />4/8/11<br />7<br />©2011 SugarCRM Inc. All rights reserved.<br /> Monitoring and Controll...
feasibilitystudy/costestimate
general plan
detailplans per milestone / subproject
reviewformermilestones
kickoffmeeting
develop CRM strategy
defineprojectscope
create projectmanagement plan
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 />...
Project Plan “CRM Project”<br />4/8/11<br />8<br />©2011 SugarCRM Inc. All rights reserved.<br /> Monitoring and Controll...
feasibilitystudy/costestimate
general plan
detailplans per milestone / subproject
reviewformermilestones
kickoffmeeting
implementation / changerequests
trainings / test
Upcoming SlideShare
Loading in …5
×

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

2,424
-1

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 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
2,424
On Slideshare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
86
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

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

  1. 1.
  2. 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. 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 & A<br />4/8/11<br />3<br />©2011 SugarCRM Inc. All rights reserved.<br />
  4. 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. 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. 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. 7. defineprojectscope
  8. 8. create projectmanagement plan
  9. 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. 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. 11. feasibilitystudy/costestimate
  12. 12. general plan
  13. 13. detailplans per milestone / subproject
  14. 14. reviewformermilestones
  15. 15. kickoffmeeting
  16. 16. develop CRM strategy
  17. 17. defineprojectscope
  18. 18. create projectmanagement plan
  19. 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. 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. 21. feasibilitystudy/costestimate
  22. 22. general plan
  23. 23. detailplans per milestone / subproject
  24. 24. reviewformermilestones
  25. 25. kickoffmeeting
  26. 26. implementation / changerequests
  27. 27. trainings / test
  28. 28. going live andapprovalofmilestone
  29. 29. ongoing: Risk Management, Project Controlling, Project Reporting, Quality Management
  30. 30. develop CRM strategy
  31. 31. defineprojectscope
  32. 32. create projectmanagement plan
  33. 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. 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. 35. feasibilitystudy/costestimate
  36. 36. general plan
  37. 37. detailplans per milestone / subproject
  38. 38. reviewformermilestones
  39. 39. kickoffmeeting
  40. 40. implementation / changerequests
  41. 41. trainings / test
  42. 42. going live andapprovalofmilestone
  43. 43. ongoing: Risk Management, Project Controlling, Project Reporting, Quality Management
  44. 44. projectapproval
  45. 45. projectpostcalculation
  46. 46. archiveprojectdata
  47. 47. continuousimprovementprocess (CIP)
  48. 48. projectclosuremeeting
  49. 49. develop CRM strategy
  50. 50. defineprojectscope
  51. 51. create projectmanagement plan
  52. 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. 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. 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. 55. Data locked in emails & spreadsheets
  56. 56. No measurement or visibility </li></ul>1.<br />Generic<br />CRM Process<br />Optimized<br />Manual<br />
  57. 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. 58. Source of shared data
  59. 59. Limited measurement and visibility</li></ul>Generic<br />CRM Process<br />Optimized<br />Manual<br />
  60. 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. 61. Collaboration across customer facing teams
  62. 62. Clear visibility into future performance</li></ul>3.<br />Differentiation<br />Generic<br />CRM Process<br />Optimized<br />Manual<br />
  63. 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. 64. Integrated and scalable systems
  65. 65. Quickly adapt to changing market</li></ul>Unique<br />Differentiation<br />Generic<br />CRM Process<br />Optimized<br />Manual<br />
  66. 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. 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. 68. SugarCRM specific configurations to automate your sales force<br />4/8/11<br />17<br />©2011 SugarCRM Inc. All rights reserved.<br />
  69. 69. Optimize Home Tab<br />4/8/11<br />18<br />©2011 SugarCRM Inc. All rights reserved.<br />
  70. 70. 360 degree view of your customer<br />4/8/11<br />19<br />©2011 SugarCRM Inc. All rights reserved.<br />
  71. 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. 72. Workflows<br />4/8/11<br />21<br />©2011 SugarCRM Inc. All rights reserved.<br />
  73. 73. Forecasting<br />4/8/11<br />22<br />©2011 SugarCRM Inc. All rights reserved.<br />
  74. 74. Web – to – Lead Form<br />4/8/11<br />23<br />©2011 SugarCRM Inc. All rights reserved.<br />
  75. 75. Mobile / iPad<br />4/8/11<br />24<br />©2011 SugarCRM Inc. All rights reserved.<br />
  76. 76. Social CRM<br />4/8/11<br />25<br />©2011 SugarCRM Inc. All rights reserved.<br />
  77. 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. 78. Questions & Answers<br />4/8/11<br />27<br />©2011 SugarCRM Inc. All rights reserved.<br />

×