Implementation Package for SugarCRM™ Applications

Learn how SugarCRM™ applications can best be tailored to the needs of your company.

• Achieve a thorough understanding of your business environment and CRM requirements.
• Familiarize yourself with the product by experiencing a demonstration focusing on key functions
• Development of a high-level implementation according to your business needs
• Up to eight continuous hours per day for workshop is provided
• Demonstration of basic user and administration functions of SugarCRM™ applications
• Gather CRM functional and technical requirements
• Map requirements to out-of-box versus custom built features/functions
• Estimate effort to build custom features or configure SugarCRM™ applications

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Custom Theme

Why not customize the appearance of your SugarCRM™ application to match your company’s preferences?

• Simply do the following:
    - Pick one of the themes offered in the application as a template
    - Design a website for the color, look, and feel
    - Leave the rest to us

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Jump Start

This package offers accelerated implementation of SugarCRM™ applications according to your needs and provides basic ‘crash course’ training.

• Completed within five consecutive business days
• Basic to moderate customizations up to twelve hours
    - Basic: new fields, field placement revisions, basic calculations
    - Moderate: new fields with moderate calculations or minimal changes to the source code
    - Includes testing and reviews with customer
• Basic administrator and mentor user training session
    - Up to two hours with five employees maximum
    - Remotely delivered using browser-online meeting session
    - Includes basic user and administrator training
    - Includes one hour phone Q&A support for five business days after completed service

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Complete Start

This package provides blending into your existing processes and customizations to meet your specific business needs.                                             
   
• Completed within seven consecutive business days
• Installation and configuration (one instance; initial users set-up)
• Basic to moderate customizations up to twelve hours
    - Basic: new fields, field placement revisions, basic calculations
    -Moderate: new fields with moderate calculations or minimal changes to the application
    - Includes testing and reviews with client

• Data Migration
    - Salesforce.com, ACT, Goldmine, or Outlook; single database export
    - Up to three iterations (initial load, revised/full mapping load, load to production server 
    - Initial data import
• Basic administrator and mentor user training
    - Up to two sessions (1.5 hours each) with five employees maximum in each session
    - Remotely delivered using browser-based online meeting session 
    - Includes customization lessons utilizing the Studio Tool
    - Includes one hour phone Q&A support for five business days after completed service

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