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SugarCRM Smart Implementation 40 15

Bhea SugarCRM Implementation Services are designed to

  • Implement CRM solution for companies using SugarCRM
  • Provide SugarCRM babysitter during implementation
  • Provide support for migrating legacy data to Sugar Suite.
  • Build standard customization that will be fully supported in future Sugar Suite releases
  • To suggest SugarCRM customization development to expand SugarCRM functionality

Smart Implementation 40 / 15 is designed for existing Sugar Suite installations which need assistance in implementing in a span of 15 working days. It includes 40 hours of implementation consultancy, training, data migration and basic customization within 15 consecutive working days. SugarCRM will be fine tuned and rolled out to the employees within this time frame. A dedicated resource will be trained on the day to day activities of using SugarCRM during this time period.

Needs Analysis:

Company needs for CRM implementation will be analyzed. Major needs will be categorized into three types

  • Possible with SugarCRM out of the box features
  • Possible with SugarCRM Customization through Studio and
  • Possible with SugarCRM Customization with development effort ( Development quote will be provided if Company wants them to be developed by Bhea )
  • Not – Possible With SugarCRM

The needs will be analyzed based on the three types of customer relationship

  • Sales Force Automation
  • Marketing Management and
  • Customer Support

Implementation:

The features which are possible with Studio Customization will be undertaken by our SugarCRM team. If the customizations are simple but more the “one point” contact from the company will be trained to do that. The complex customizations will be done by our SugarCRM team.
Implementation will be taken in 4 phases

  • User and Role Definition and Creation
  • Sales Force Automation Implementation
  • Marketing Management Implementation
  • Customer Support Implementation

Jump Start User Training:

Jump Start user training for 8 to 12 hours will be undertaken at the customer premises for 5 to 10 users. The user training package is designed to help your employees quickly get up and running with SugarCRM out of the box features in just one day.
Focused User Training will be undertaken in 4 stages

  • Sales Force User Training – 2 to 3 hours
  • Marketing Management User Training – 2 to 3 hours
  • Customer Support User Training – 2 to 3 hours
  • Administration User Training – 2 to 3 hours

Legacy Data Migration:

Legacy data will be analyzed and a mapping framework worked out with the “one point” contact. Once legacy data is analyzed it will be extracted by the “one-point” contact into csv or excel files. The data will be cleaned and exported to SugarCRM.

Final Deployment:

A final deployment workshop for all users will be undertaken. This helps users understand advanced features and using the system completely.

Contact Us for further details.

 
CONTACT US

Bangalore
91 80 4121 5836

Mumbai
91 22 4070 0859

Nagpur
91 92235 50495

E Mail: info@bhea.co.in