SlideShare a Scribd company logo
Getting Started With Sugar
      Sugar Best Practice
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.
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.
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.
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.
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
Optimise Homepages
Optimise the 360° view of your customer
Optimise Layouts / Searches

•    Advanced Search
•    List Views
•    Sub-panels
•    Pop-ups
Web to Lead Forms (Use Out of the box)
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/
Demonstration


Show me some demo stuff…!
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.
Questions


If you have any questions, please ask…

More Related Content

What's hot

Bryan.moser
Bryan.moserBryan.moser
Bryan.moser
NASAPMC
 
Scrum master_Project Manager Vinay Kulkarni v1
Scrum master_Project Manager Vinay Kulkarni v1Scrum master_Project Manager Vinay Kulkarni v1
Scrum master_Project Manager Vinay Kulkarni v1
Vinay Kulkarni
 
Dan Salameh resume V1.1b16
Dan Salameh resume V1.1b16Dan Salameh resume V1.1b16
Dan Salameh resume V1.1b16
Daniel Salameh
 
Price.rick
Price.rickPrice.rick
Price.rick
NASAPMC
 
PeopleSoft 9.1 Upgrade
PeopleSoft 9.1 UpgradePeopleSoft 9.1 Upgrade
SAP ChaRM (Change Request Management)
SAP ChaRM (Change Request Management) SAP ChaRM (Change Request Management)
SAP ChaRM (Change Request Management)
anjalirao366
 
Early Completion Schedules
Early Completion SchedulesEarly Completion Schedules
Early Completion Schedules
Chris Carson
 
K.pagel.beene
K.pagel.beeneK.pagel.beene
K.pagel.beene
NASAPMC
 
Dealing With A Schedule That Cannot Be Approved - AACE 2012 Meeting
Dealing With A Schedule That Cannot Be Approved - AACE 2012 MeetingDealing With A Schedule That Cannot Be Approved - AACE 2012 Meeting
Dealing With A Schedule That Cannot Be Approved - AACE 2012 Meeting
Chris Carson
 
Mitigation of Risk in Dual Schedules
Mitigation of Risk in Dual SchedulesMitigation of Risk in Dual Schedules
Mitigation of Risk in Dual Schedules
Chris Carson
 
Jerald kerby
Jerald kerbyJerald kerby
Jerald kerby
NASAPMC
 
Successful ChaRM Implementation
Successful ChaRM ImplementationSuccessful ChaRM Implementation
Successful ChaRM Implementation
Alpha Sirius
 
AlphaSirius Inc.,
AlphaSirius Inc.,AlphaSirius Inc.,
AlphaSirius Inc.,
avonkarey
 
Pmbok 4th edition chapter 5 - Project Scope Management
Pmbok 4th edition   chapter 5 - Project Scope Management Pmbok 4th edition   chapter 5 - Project Scope Management
Pmbok 4th edition chapter 5 - Project Scope Management
Ahmad Maharma, PMP,RMP
 
Richard.laws
Richard.lawsRichard.laws
Richard.laws
NASAPMC
 

What's hot (15)

Bryan.moser
Bryan.moserBryan.moser
Bryan.moser
 
Scrum master_Project Manager Vinay Kulkarni v1
Scrum master_Project Manager Vinay Kulkarni v1Scrum master_Project Manager Vinay Kulkarni v1
Scrum master_Project Manager Vinay Kulkarni v1
 
Dan Salameh resume V1.1b16
Dan Salameh resume V1.1b16Dan Salameh resume V1.1b16
Dan Salameh resume V1.1b16
 
Price.rick
Price.rickPrice.rick
Price.rick
 
PeopleSoft 9.1 Upgrade
PeopleSoft 9.1 UpgradePeopleSoft 9.1 Upgrade
PeopleSoft 9.1 Upgrade
 
SAP ChaRM (Change Request Management)
SAP ChaRM (Change Request Management) SAP ChaRM (Change Request Management)
SAP ChaRM (Change Request Management)
 
Early Completion Schedules
Early Completion SchedulesEarly Completion Schedules
Early Completion Schedules
 
K.pagel.beene
K.pagel.beeneK.pagel.beene
K.pagel.beene
 
Dealing With A Schedule That Cannot Be Approved - AACE 2012 Meeting
Dealing With A Schedule That Cannot Be Approved - AACE 2012 MeetingDealing With A Schedule That Cannot Be Approved - AACE 2012 Meeting
Dealing With A Schedule That Cannot Be Approved - AACE 2012 Meeting
 
Mitigation of Risk in Dual Schedules
Mitigation of Risk in Dual SchedulesMitigation of Risk in Dual Schedules
Mitigation of Risk in Dual Schedules
 
Jerald kerby
Jerald kerbyJerald kerby
Jerald kerby
 
Successful ChaRM Implementation
Successful ChaRM ImplementationSuccessful ChaRM Implementation
Successful ChaRM Implementation
 
AlphaSirius Inc.,
AlphaSirius Inc.,AlphaSirius Inc.,
AlphaSirius Inc.,
 
Pmbok 4th edition chapter 5 - Project Scope Management
Pmbok 4th edition   chapter 5 - Project Scope Management Pmbok 4th edition   chapter 5 - Project Scope Management
Pmbok 4th edition chapter 5 - Project Scope Management
 
Richard.laws
Richard.lawsRichard.laws
Richard.laws
 

Similar to Getting started with Sugar Best practices

CRM 101: Session 7: Best Practices for Your CRM Implementation
CRM 101: Session 7: Best Practices for Your CRM ImplementationCRM 101: Session 7: Best Practices for Your CRM Implementation
CRM 101: Session 7: Best Practices for Your CRM Implementation
SugarCRM
 
Key Considerations for a Successful Hyperion Planning Implementation
Key Considerations for a Successful Hyperion Planning ImplementationKey Considerations for a Successful Hyperion Planning Implementation
Key Considerations for a Successful Hyperion Planning Implementation
Alithya
 
Gated methodology alignment artifact and timing matrix
Gated methodology alignment artifact and timing matrixGated methodology alignment artifact and timing matrix
Gated methodology alignment artifact and timing matrix
ROC Inc (Return On Consutling Incorporated Canada)
 
NG BB 54 Sustain the Gain
NG BB 54 Sustain the GainNG BB 54 Sustain the Gain
NG BB 54 Sustain the Gain
Leanleaders.org
 
Managing Hard Times With Quality & Project Management
Managing Hard Times With Quality & Project ManagementManaging Hard Times With Quality & Project Management
Managing Hard Times With Quality & Project Management
Haroon Abbu
 
SUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENT
SUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENTSUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENT
SUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENT
Alpha Sirius
 
SUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENT
SUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENTSUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENT
SUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENT
Alpha Sirius
 
Making Agile work Across Oceans
Making Agile work Across OceansMaking Agile work Across Oceans
Making Agile work Across Oceans
SVPMA
 
Project management
Project managementProject management
Project management
Sameer Kumar
 
Corporater at BSC and Strategy Forum - March 2013
Corporater at BSC and Strategy Forum - March 2013Corporater at BSC and Strategy Forum - March 2013
Corporater at BSC and Strategy Forum - March 2013
Pedro S. Pereira
 
1844final 100811113357 Phpapp01
1844final 100811113357 Phpapp011844final 100811113357 Phpapp01
1844final 100811113357 Phpapp01
pmfigliola
 
1844final 100811113357 Phpapp01
1844final 100811113357 Phpapp011844final 100811113357 Phpapp01
1844final 100811113357 Phpapp01
pmfigliola
 
VELCOM ERP IT SOURCING COMPANY PROFILE
VELCOM ERP IT SOURCING COMPANY PROFILEVELCOM ERP IT SOURCING COMPANY PROFILE
VELCOM ERP IT SOURCING COMPANY PROFILE
velcomerp
 
Presentation how a traditional project manager transforms to scrum - final
Presentation   how a traditional project manager transforms to scrum - finalPresentation   how a traditional project manager transforms to scrum - final
Presentation how a traditional project manager transforms to scrum - final
Sadaf Saad
 
Scorecarding with IBM Cognos 10 Business Intelligence
Scorecarding with IBM Cognos 10 Business IntelligenceScorecarding with IBM Cognos 10 Business Intelligence
Scorecarding with IBM Cognos 10 Business Intelligence
Senturus
 
Portfolio Planning for 2013 - Keeping It Basic
Portfolio Planning for 2013 - Keeping It BasicPortfolio Planning for 2013 - Keeping It Basic
Portfolio Planning for 2013 - Keeping It Basic
EPM Live
 
Considerations in Selecting and Protecting Your IT Investment
Considerations in Selecting and Protecting Your IT InvestmentConsiderations in Selecting and Protecting Your IT Investment
Considerations in Selecting and Protecting Your IT Investment
Helene Heller, PMP
 
Skyward Erp Presentation
Skyward Erp PresentationSkyward Erp Presentation
Skyward Erp Presentation
vishalnvora1
 
How to choose and implement wms
How to choose and implement wmsHow to choose and implement wms
How to choose and implement wms
Subhan Novianda
 
Sage Project Management
Sage Project Management Sage Project Management
Sage Project Management
RKLeSolutions
 

Similar to Getting started with Sugar Best practices (20)

CRM 101: Session 7: Best Practices for Your CRM Implementation
CRM 101: Session 7: Best Practices for Your CRM ImplementationCRM 101: Session 7: Best Practices for Your CRM Implementation
CRM 101: Session 7: Best Practices for Your CRM Implementation
 
Key Considerations for a Successful Hyperion Planning Implementation
Key Considerations for a Successful Hyperion Planning ImplementationKey Considerations for a Successful Hyperion Planning Implementation
Key Considerations for a Successful Hyperion Planning Implementation
 
Gated methodology alignment artifact and timing matrix
Gated methodology alignment artifact and timing matrixGated methodology alignment artifact and timing matrix
Gated methodology alignment artifact and timing matrix
 
NG BB 54 Sustain the Gain
NG BB 54 Sustain the GainNG BB 54 Sustain the Gain
NG BB 54 Sustain the Gain
 
Managing Hard Times With Quality & Project Management
Managing Hard Times With Quality & Project ManagementManaging Hard Times With Quality & Project Management
Managing Hard Times With Quality & Project Management
 
SUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENT
SUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENTSUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENT
SUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENT
 
SUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENT
SUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENTSUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENT
SUCCESSFUL CHARM IMPLEMENTATION IN A VALIDATED ENVIRONMENT
 
Making Agile work Across Oceans
Making Agile work Across OceansMaking Agile work Across Oceans
Making Agile work Across Oceans
 
Project management
Project managementProject management
Project management
 
Corporater at BSC and Strategy Forum - March 2013
Corporater at BSC and Strategy Forum - March 2013Corporater at BSC and Strategy Forum - March 2013
Corporater at BSC and Strategy Forum - March 2013
 
1844final 100811113357 Phpapp01
1844final 100811113357 Phpapp011844final 100811113357 Phpapp01
1844final 100811113357 Phpapp01
 
1844final 100811113357 Phpapp01
1844final 100811113357 Phpapp011844final 100811113357 Phpapp01
1844final 100811113357 Phpapp01
 
VELCOM ERP IT SOURCING COMPANY PROFILE
VELCOM ERP IT SOURCING COMPANY PROFILEVELCOM ERP IT SOURCING COMPANY PROFILE
VELCOM ERP IT SOURCING COMPANY PROFILE
 
Presentation how a traditional project manager transforms to scrum - final
Presentation   how a traditional project manager transforms to scrum - finalPresentation   how a traditional project manager transforms to scrum - final
Presentation how a traditional project manager transforms to scrum - final
 
Scorecarding with IBM Cognos 10 Business Intelligence
Scorecarding with IBM Cognos 10 Business IntelligenceScorecarding with IBM Cognos 10 Business Intelligence
Scorecarding with IBM Cognos 10 Business Intelligence
 
Portfolio Planning for 2013 - Keeping It Basic
Portfolio Planning for 2013 - Keeping It BasicPortfolio Planning for 2013 - Keeping It Basic
Portfolio Planning for 2013 - Keeping It Basic
 
Considerations in Selecting and Protecting Your IT Investment
Considerations in Selecting and Protecting Your IT InvestmentConsiderations in Selecting and Protecting Your IT Investment
Considerations in Selecting and Protecting Your IT Investment
 
Skyward Erp Presentation
Skyward Erp PresentationSkyward Erp Presentation
Skyward Erp Presentation
 
How to choose and implement wms
How to choose and implement wmsHow to choose and implement wms
How to choose and implement wms
 
Sage Project Management
Sage Project Management Sage Project Management
Sage Project Management
 

More from SugarCRM

Jasper reporting with Sugar
Jasper reporting with Sugar Jasper reporting with Sugar
Jasper reporting with Sugar
SugarCRM
 
ISCZimb Integrating SugarCRM with Zimbra groupware
ISCZimb Integrating SugarCRM with Zimbra groupwareISCZimb Integrating SugarCRM with Zimbra groupware
ISCZimb Integrating SugarCRM with Zimbra groupware
SugarCRM
 
Google Maps integration into SugarCRM
Google Maps integration into SugarCRMGoogle Maps integration into SugarCRM
Google Maps integration into SugarCRM
SugarCRM
 
Building a business around SugarCRM
Building a business around SugarCRMBuilding a business around SugarCRM
Building a business around SugarCRM
SugarCRM
 
Sugar integration for a Cisco call center solution
Sugar integration for a Cisco call center solutionSugar integration for a Cisco call center solution
Sugar integration for a Cisco call center solution
SugarCRM
 
SugarCRM in the insurance vertical
SugarCRM in the insurance verticalSugarCRM in the insurance vertical
SugarCRM in the insurance vertical
SugarCRM
 
OTRS open ticket request system integrated in Sugar
OTRS open ticket request system integrated in Sugar OTRS open ticket request system integrated in Sugar
OTRS open ticket request system integrated in Sugar
SugarCRM
 
Citizen relationship management with SugarCRM
Citizen relationship management with SugarCRM Citizen relationship management with SugarCRM
Citizen relationship management with SugarCRM
SugarCRM
 
How Partners are growing with SugarCRM
How Partners are growing with SugarCRMHow Partners are growing with SugarCRM
How Partners are growing with SugarCRM
SugarCRM
 
Ibm social selling tony wehrstein
Ibm social selling tony wehrsteinIbm social selling tony wehrstein
Ibm social selling tony wehrstein
SugarCRM
 
CRM Acceleration Frankfurt Abschlusskeynote - Der Arbeitsplatz der Zukunft
CRM Acceleration Frankfurt Abschlusskeynote - Der Arbeitsplatz der ZukunftCRM Acceleration Frankfurt Abschlusskeynote - Der Arbeitsplatz der Zukunft
CRM Acceleration Frankfurt Abschlusskeynote - Der Arbeitsplatz der Zukunft
SugarCRM
 
Sugar - integriert in Ihre Systemlandschaft
Sugar - integriert in Ihre SystemlandschaftSugar - integriert in Ihre Systemlandschaft
Sugar - integriert in Ihre Systemlandschaft
SugarCRM
 
Keynote CRM Acceleration - The Future Of CRM
Keynote CRM Acceleration - The Future Of CRM Keynote CRM Acceleration - The Future Of CRM
Keynote CRM Acceleration - The Future Of CRM
SugarCRM
 
Future of business ecosystemes
Future of business ecosystemesFuture of business ecosystemes
Future of business ecosystemes
SugarCRM
 
Écosystèmes d’entreprise : quel avenir ?
Écosystèmes d’entreprise :quel avenir ?Écosystèmes d’entreprise :quel avenir ?
Écosystèmes d’entreprise : quel avenir ?
SugarCRM
 
Création de rapports avec Sugar - Bonnes Pratiques
Création de rapports avec Sugar - Bonnes PratiquesCréation de rapports avec Sugar - Bonnes Pratiques
Création de rapports avec Sugar - Bonnes Pratiques
SugarCRM
 
Sugar – Facilité d'intégration à votre système d'information
Sugar – Facilité d'intégration à votre système d'informationSugar – Facilité d'intégration à votre système d'information
Sugar – Facilité d'intégration à votre système d'information
SugarCRM
 
Démarrer avec SugarCRM
Démarrer avec SugarCRMDémarrer avec SugarCRM
Démarrer avec SugarCRM
SugarCRM
 
Easy Integration of your external systems with SugarCRM
Easy Integration of your external systems with SugarCRMEasy Integration of your external systems with SugarCRM
Easy Integration of your external systems with SugarCRM
SugarCRM
 
Sugar in your verticals - Insurance
Sugar in your verticals - InsuranceSugar in your verticals - Insurance
Sugar in your verticals - Insurance
SugarCRM
 

More from SugarCRM (20)

Jasper reporting with Sugar
Jasper reporting with Sugar Jasper reporting with Sugar
Jasper reporting with Sugar
 
ISCZimb Integrating SugarCRM with Zimbra groupware
ISCZimb Integrating SugarCRM with Zimbra groupwareISCZimb Integrating SugarCRM with Zimbra groupware
ISCZimb Integrating SugarCRM with Zimbra groupware
 
Google Maps integration into SugarCRM
Google Maps integration into SugarCRMGoogle Maps integration into SugarCRM
Google Maps integration into SugarCRM
 
Building a business around SugarCRM
Building a business around SugarCRMBuilding a business around SugarCRM
Building a business around SugarCRM
 
Sugar integration for a Cisco call center solution
Sugar integration for a Cisco call center solutionSugar integration for a Cisco call center solution
Sugar integration for a Cisco call center solution
 
SugarCRM in the insurance vertical
SugarCRM in the insurance verticalSugarCRM in the insurance vertical
SugarCRM in the insurance vertical
 
OTRS open ticket request system integrated in Sugar
OTRS open ticket request system integrated in Sugar OTRS open ticket request system integrated in Sugar
OTRS open ticket request system integrated in Sugar
 
Citizen relationship management with SugarCRM
Citizen relationship management with SugarCRM Citizen relationship management with SugarCRM
Citizen relationship management with SugarCRM
 
How Partners are growing with SugarCRM
How Partners are growing with SugarCRMHow Partners are growing with SugarCRM
How Partners are growing with SugarCRM
 
Ibm social selling tony wehrstein
Ibm social selling tony wehrsteinIbm social selling tony wehrstein
Ibm social selling tony wehrstein
 
CRM Acceleration Frankfurt Abschlusskeynote - Der Arbeitsplatz der Zukunft
CRM Acceleration Frankfurt Abschlusskeynote - Der Arbeitsplatz der ZukunftCRM Acceleration Frankfurt Abschlusskeynote - Der Arbeitsplatz der Zukunft
CRM Acceleration Frankfurt Abschlusskeynote - Der Arbeitsplatz der Zukunft
 
Sugar - integriert in Ihre Systemlandschaft
Sugar - integriert in Ihre SystemlandschaftSugar - integriert in Ihre Systemlandschaft
Sugar - integriert in Ihre Systemlandschaft
 
Keynote CRM Acceleration - The Future Of CRM
Keynote CRM Acceleration - The Future Of CRM Keynote CRM Acceleration - The Future Of CRM
Keynote CRM Acceleration - The Future Of CRM
 
Future of business ecosystemes
Future of business ecosystemesFuture of business ecosystemes
Future of business ecosystemes
 
Écosystèmes d’entreprise : quel avenir ?
Écosystèmes d’entreprise :quel avenir ?Écosystèmes d’entreprise :quel avenir ?
Écosystèmes d’entreprise : quel avenir ?
 
Création de rapports avec Sugar - Bonnes Pratiques
Création de rapports avec Sugar - Bonnes PratiquesCréation de rapports avec Sugar - Bonnes Pratiques
Création de rapports avec Sugar - Bonnes Pratiques
 
Sugar – Facilité d'intégration à votre système d'information
Sugar – Facilité d'intégration à votre système d'informationSugar – Facilité d'intégration à votre système d'information
Sugar – Facilité d'intégration à votre système d'information
 
Démarrer avec SugarCRM
Démarrer avec SugarCRMDémarrer avec SugarCRM
Démarrer avec SugarCRM
 
Easy Integration of your external systems with SugarCRM
Easy Integration of your external systems with SugarCRMEasy Integration of your external systems with SugarCRM
Easy Integration of your external systems with SugarCRM
 
Sugar in your verticals - Insurance
Sugar in your verticals - InsuranceSugar in your verticals - Insurance
Sugar in your verticals - Insurance
 

Recently uploaded

Data Analytics and AI Strategy Toolkit, Playbook and Templates
Data Analytics and AI Strategy Toolkit, Playbook and TemplatesData Analytics and AI Strategy Toolkit, Playbook and Templates
Data Analytics and AI Strategy Toolkit, Playbook and Templates
Aurelien Domont, MBA
 
Virtual Production Tool Set and Technologies Redefining Cinema.pdf
Virtual Production Tool Set and Technologies Redefining Cinema.pdfVirtual Production Tool Set and Technologies Redefining Cinema.pdf
Virtual Production Tool Set and Technologies Redefining Cinema.pdf
virtualproduction38
 
Restaurant Chiraz Sindbad Hotel Hammamet
Restaurant Chiraz Sindbad Hotel HammametRestaurant Chiraz Sindbad Hotel Hammamet
Restaurant Chiraz Sindbad Hotel Hammamet
rihabkorbi24
 
Girls Call Vashi 9910780858 Provide Best And Top Girl Service And No1 in City
Girls Call Vashi 9910780858 Provide Best And Top Girl Service And No1 in CityGirls Call Vashi 9910780858 Provide Best And Top Girl Service And No1 in City
Girls Call Vashi 9910780858 Provide Best And Top Girl Service And No1 in City
77sayre
 
New Girls Call Mumbai 9910780858 Provide Best And Top Girl Service And No1 in...
New Girls Call Mumbai 9910780858 Provide Best And Top Girl Service And No1 in...New Girls Call Mumbai 9910780858 Provide Best And Top Girl Service And No1 in...
New Girls Call Mumbai 9910780858 Provide Best And Top Girl Service And No1 in...
44annissa
 
Zodiac Signs and Fashion: Dressing to Suit Your Astrological Style
Zodiac Signs and Fashion: Dressing to Suit Your Astrological StyleZodiac Signs and Fashion: Dressing to Suit Your Astrological Style
Zodiac Signs and Fashion: Dressing to Suit Your Astrological Style
my Pandit
 
ShotOniPhone campaign by Vancy macwan.pptx
ShotOniPhone campaign by Vancy macwan.pptxShotOniPhone campaign by Vancy macwan.pptx
ShotOniPhone campaign by Vancy macwan.pptx
macwanvancy
 
The-Three-Pillars-of-Doctoral-Research-What-Why-and-How (1).pptx
The-Three-Pillars-of-Doctoral-Research-What-Why-and-How (1).pptxThe-Three-Pillars-of-Doctoral-Research-What-Why-and-How (1).pptx
The-Three-Pillars-of-Doctoral-Research-What-Why-and-How (1).pptx
Jindal Global University, Sonipat Haryana 131001
 
WAM Corporate Presentation July 2024.pdf
WAM Corporate Presentation July 2024.pdfWAM Corporate Presentation July 2024.pdf
WAM Corporate Presentation July 2024.pdf
Western Alaska Minerals Corp.
 
Don’t Get Left Behind: Leveraging Modern Product Management Across the Organi...
Don’t Get Left Behind: Leveraging Modern Product Management Across the Organi...Don’t Get Left Behind: Leveraging Modern Product Management Across the Organi...
Don’t Get Left Behind: Leveraging Modern Product Management Across the Organi...
Aggregage
 
Movers near me in Dubai , Best Packers and Movers In Dubai
Movers near me in Dubai , Best Packers and Movers In DubaiMovers near me in Dubai , Best Packers and Movers In Dubai
Movers near me in Dubai , Best Packers and Movers In Dubai
imranmalik114455
 
The Power of Digital Marketing in the Modern Age.pdf
The Power of Digital Marketing in the Modern Age.pdfThe Power of Digital Marketing in the Modern Age.pdf
The Power of Digital Marketing in the Modern Age.pdf
David Thomson
 
Cracking the Customer Experience Code.pptx
Cracking the Customer Experience Code.pptxCracking the Customer Experience Code.pptx
Cracking the Customer Experience Code.pptx
Workforce Group
 
Millionaire track government application
Millionaire track government applicationMillionaire track government application
Millionaire track government application
pragyasharma659549
 
Apparel Sourcing Week 2024 DelegateDeck.pdf
Apparel Sourcing Week 2024 DelegateDeck.pdfApparel Sourcing Week 2024 DelegateDeck.pdf
Apparel Sourcing Week 2024 DelegateDeck.pdf
Apparel Sourcing Week
 
21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf
21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf
21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf
emmanuelpulido003
 
Gym business MODEL .pdf .
Gym business MODEL .pdf                 .Gym business MODEL .pdf                 .
Gym business MODEL .pdf .
Divyanshu56740
 
Path to the next normal collection McKinsey
Path to the next normal collection McKinseyPath to the next normal collection McKinsey
Path to the next normal collection McKinsey
MajIman2
 
Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...
Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...
Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...
Philip M Caputo
 
Connected Small Boat Protection Solution | July 2024
Connected Small Boat Protection Solution | July  2024Connected Small Boat Protection Solution | July  2024
Connected Small Boat Protection Solution | July 2024
Hector Del Castillo, CPM, CPMM
 

Recently uploaded (20)

Data Analytics and AI Strategy Toolkit, Playbook and Templates
Data Analytics and AI Strategy Toolkit, Playbook and TemplatesData Analytics and AI Strategy Toolkit, Playbook and Templates
Data Analytics and AI Strategy Toolkit, Playbook and Templates
 
Virtual Production Tool Set and Technologies Redefining Cinema.pdf
Virtual Production Tool Set and Technologies Redefining Cinema.pdfVirtual Production Tool Set and Technologies Redefining Cinema.pdf
Virtual Production Tool Set and Technologies Redefining Cinema.pdf
 
Restaurant Chiraz Sindbad Hotel Hammamet
Restaurant Chiraz Sindbad Hotel HammametRestaurant Chiraz Sindbad Hotel Hammamet
Restaurant Chiraz Sindbad Hotel Hammamet
 
Girls Call Vashi 9910780858 Provide Best And Top Girl Service And No1 in City
Girls Call Vashi 9910780858 Provide Best And Top Girl Service And No1 in CityGirls Call Vashi 9910780858 Provide Best And Top Girl Service And No1 in City
Girls Call Vashi 9910780858 Provide Best And Top Girl Service And No1 in City
 
New Girls Call Mumbai 9910780858 Provide Best And Top Girl Service And No1 in...
New Girls Call Mumbai 9910780858 Provide Best And Top Girl Service And No1 in...New Girls Call Mumbai 9910780858 Provide Best And Top Girl Service And No1 in...
New Girls Call Mumbai 9910780858 Provide Best And Top Girl Service And No1 in...
 
Zodiac Signs and Fashion: Dressing to Suit Your Astrological Style
Zodiac Signs and Fashion: Dressing to Suit Your Astrological StyleZodiac Signs and Fashion: Dressing to Suit Your Astrological Style
Zodiac Signs and Fashion: Dressing to Suit Your Astrological Style
 
ShotOniPhone campaign by Vancy macwan.pptx
ShotOniPhone campaign by Vancy macwan.pptxShotOniPhone campaign by Vancy macwan.pptx
ShotOniPhone campaign by Vancy macwan.pptx
 
The-Three-Pillars-of-Doctoral-Research-What-Why-and-How (1).pptx
The-Three-Pillars-of-Doctoral-Research-What-Why-and-How (1).pptxThe-Three-Pillars-of-Doctoral-Research-What-Why-and-How (1).pptx
The-Three-Pillars-of-Doctoral-Research-What-Why-and-How (1).pptx
 
WAM Corporate Presentation July 2024.pdf
WAM Corporate Presentation July 2024.pdfWAM Corporate Presentation July 2024.pdf
WAM Corporate Presentation July 2024.pdf
 
Don’t Get Left Behind: Leveraging Modern Product Management Across the Organi...
Don’t Get Left Behind: Leveraging Modern Product Management Across the Organi...Don’t Get Left Behind: Leveraging Modern Product Management Across the Organi...
Don’t Get Left Behind: Leveraging Modern Product Management Across the Organi...
 
Movers near me in Dubai , Best Packers and Movers In Dubai
Movers near me in Dubai , Best Packers and Movers In DubaiMovers near me in Dubai , Best Packers and Movers In Dubai
Movers near me in Dubai , Best Packers and Movers In Dubai
 
The Power of Digital Marketing in the Modern Age.pdf
The Power of Digital Marketing in the Modern Age.pdfThe Power of Digital Marketing in the Modern Age.pdf
The Power of Digital Marketing in the Modern Age.pdf
 
Cracking the Customer Experience Code.pptx
Cracking the Customer Experience Code.pptxCracking the Customer Experience Code.pptx
Cracking the Customer Experience Code.pptx
 
Millionaire track government application
Millionaire track government applicationMillionaire track government application
Millionaire track government application
 
Apparel Sourcing Week 2024 DelegateDeck.pdf
Apparel Sourcing Week 2024 DelegateDeck.pdfApparel Sourcing Week 2024 DelegateDeck.pdf
Apparel Sourcing Week 2024 DelegateDeck.pdf
 
21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf
21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf
21stcenturyskillsframeworkfinalpresentation2-240509214747-71edb7ee.pdf
 
Gym business MODEL .pdf .
Gym business MODEL .pdf                 .Gym business MODEL .pdf                 .
Gym business MODEL .pdf .
 
Path to the next normal collection McKinsey
Path to the next normal collection McKinseyPath to the next normal collection McKinsey
Path to the next normal collection McKinsey
 
Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...
Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...
Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...
 
Connected Small Boat Protection Solution | July 2024
Connected Small Boat Protection Solution | July  2024Connected Small Boat Protection Solution | July  2024
Connected Small Boat Protection Solution | July 2024
 

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…