/
/
/
/
SugarCRM JumpStart Package
/
Page 1
Placeholder

SugarCRM JumpStart Package

Product Description

Contact us.

Jumpstart packages are designed to help new customers springboard their productivity through professional services with initial set-up, configuration and knowledge transfer.

You’ve made an important investment in the technology to enable your CRM needs. Now its time to get the professional assistance to help ensure that you hit the ground running.

 

The package is split up into 3 sections:

1. Discovery Workshop – 1 hour
– Understand Company’s overall business and CRM objectives.
– Define the scope of project work for the Jump Start session.
– Determine basic set-up requirements.

 

2. Identify out-of-the box capabilities and decide implementation steps/phases – 3 hours
-Out-of-the box features available with SugarCRM
-Out-of-the box features available with SugarCRM
-Out-of-the box features available with software from Danmar Computers or 3rd party vendors
-Identify features available with custom development from our development team
Plan and define implementation phases to fit in desired budget

 

3. Installation, Set Up and Configuration – 3 hours
– SugarCRM system configuration.
– Create Users.
– Create Teams, and Roles**.
– Build workflows and initial reports**.
– Configure system and user email.
– Configure  Outlook and Word connectors**.
– Add custom fields.
– Introduction to Tax Rates | Currencies | Products Module.
– Introduction to Cases | Bug Tracker | Knowledge Base.
– Introduction to Leads | basic mapping template | one import to leads.
– Introduction to Forecasting **
– Add custom module.*
– Modify screen layouts.
–  Modify drop-downs

 

4. Checkpoint Revision | Q&A – 2 hours
– Summary of all work completed.
– Knowledge transfer.
– Recommendations to achieve future objectives.
– Final Configuration

 

5. Final Review  – 1 hour

 

These sessions are delivered remotely and are Project Managed.
Our JumpStart Package is not a substitute for CRM training. We also recommend Administrator and End User Training to
complement your Jump Start session and to view and read the extensive resources available.

 

Please note that this package does not include:
• Updates to existing transactions in the production system.
• Customizations beyond Studio, Drop Down Editor, Workflow, Module Builder.
• Data migration or basic data imports.
• Admin User Training or End User Training.
• Installation of SugarCRM or any supporting 3rd party software.
• Upgrade Support, which is covered by Subscription or our SLA.

 

*Add Custom Module. This is the creation of a new module that addresses the client’s specific business requirements. Best practice recommend that custom modules be implemented on a test server, before “go live” so consult with us prior to determine what is the best course of action to address your requirements.

 

Contact us.

mymarketingengine.com marketing automation