SugarCRM, System Training – Part One
Implementing Sugarcrm: A Step-by-step Guide to Using This Powerful Open Source Application in Your Business by Michael J.R. Whitehead This article deals with the key issues of setting goals and requirements, involving all areas of the business throughout the entire process, managing the development of any customizations, and then system training and rollout—making sure it becomes a welcome part of the new office routine. This article has been extracted from the book, “Implementing SugarCRM” . A step-by-step guide to using this powerful Open Source application in your business. System Development The typical CRM development process, even within a single phase of an overall CRM implementation program for your business, is broken down into a number of major areas—such as enhancements to be made to the accounts model, to contacts, to projects, and so on, as well as the custom reports and charts you may need. While some of these alterations may interact with each other, many of them will not, and clusters of functionality can typically be identified that are fairly independent of each other. Usually the best practice is to have a SugarCRM development partner develop these off site, and then introduce each new function-cluster to you for evaluation one at a time (typically through a development website that is exposed just to you)