Small Business SugarCRM Implementation Service

The Small Business implementation Service is designed for companies that need up to five users on SugarCRM. It is designed to be rapidly deployed and delivered. In order to deliver an instance of SugarCRM that is designed for your business, we will need to know what you want to get out of it and the depth and impact on your business. It is assumed that SalesAgility will "do everything". That means we will host and maintain your application and do all the backups and software maintenance.

SalesAgility has designed a process called Bootcamp. SugarCRM Bootcamp is the fastest way for a small business to ensure that their SugarCRM implementation is optimum and that staff get the training that they need to get up and running - quickly, professionally and properly.

Small Business SugarCRM Bootcamp is a 2 day engagement designed for a maximum of five users. SugarCRM Bootcamp can be delivered virtually using web conferencing or face to face with a SugarCRM expert.

DAY 1 - Getting Ready

Deployed “out-of-the-box”, SugarCRM is a large and complex application. There are likely to be a significant number of fields and processes within the application that deliver no value. There will also be SugarCRM processes that need to change in order to meet the business needs of your company and field customisations that support these processes.

SalesAgility uses a Rapid Application Development (RAD) process to drive out, model, test and approve changes throughout the SugarCRM application. At this level changes are contextual and address redundant fields, required new fields, language mapping and process tailoring. No software engineering changes are required during customisation.

SalesAgility deliver a one day intensive workshop to model and shape SugarCRM. The workshop is facilitated by a SugarCRM expert and should be attended by the executive sponsor and senior management.

At the end of the Workshop, SugarCRM will have changed substantially. It will be fully configured for all the major functions such as sales, marketing, support, Webform integration and email Marketing campaigns. All the users will be defined and a security policy implemented.

SugarCRM will be process and culturally attuned to your organisation.

Preparing for the "big day" - doing the ugly stuff

SugarCRM has now been tuned to your processes. Now we need to get the data in. Give us your spreadsheets and other files where you currently hold customer data and we will import this into CRM for you. So when you're ready to train and go live, you have a database fully populated with all your customer files and contacts. (Note: This assumes that you can give us "clean" data where all the address and name fields are correctly aligned. We will advise you on how to do this.)

We also need to test the application, include it in the backup schedule and do all the routine maintenance that is necessary to ensure that your instance of SugarCRM works from Day 1 and is properly secured and maintained.

DAY 2 - Training and Go Live

We break training deliverables into one-hour modules and schedule staff onto training segments according to their needs. Some modules (such as core concepts and navigation) may have to be delivered more than once but line-of-business focused modules such as Opportunities can be delivered to the staff most affected.

This is intense day of training. We ask course delegates to start using SugarCRM as soon as they have finished training. We design the day so that the last hour is for a SugarCRM surgery where users can ask questions specific to their own use of SugarCRM.

At the end of Bootcamp your company has a fit SugarCRM and personnel fit to get the most from it.

Small Business SugarCRM Implementation Costs

To discuss your requirements, please call us on 01324 889108 or use the Contact Us form on this website.