Determine whether your business can benefit from the new 5.x feature set. SugarCRM Inc has discontinued support on the 4.x platform so now is the time to make your move. The upgrade service begins with an Assessment Workshop, where we will perform a thorough review of your current CRM deployment. After the workshop, Intelestream will present the results, recommend ways to better optimize utilization and performance, and discuss how the 5.x feature set will enhance the deployment. Intelestream will have acquired an accurate understanding of the effort required to upgrade and will work within the customer’s timelines and budgetary requirements.

4.5x to 5.x Assessment

Before we get started upgrading, we highly recommend a small amount of time to complete a technical and process review of your current CRM instance. There may be opportunities to easily resolve a host of issues as part of the upgrade process.

Customization Review

• Deep Audit of Code-Level Customizations
• Custom Field Usage Test
• Configuration File Review
• Application Directory Scan

Application Diagnostic

• System Scan
• Review Technology Stack Setup
• Database query Test
• Email Settings Scan
• Security Role Sweep
• Module Scan
• Usage Assessment
• System Usage Walkthrough
• Usage Recommendation

Data Diagnostic

• Thorough Data Review
• Data Cleansing Assessment
• Data Cleansing Recommendation

Workshop Deliverable

• Presentation of Findings and Recommendations
• Written Documentation of Findings
• Estimate of Project Costs

Pricing Summary: $750USD