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Implementing Sugarcrm by Michael J.R. Whitehead The last part of the article SugarCRM, System Training after the Part 1 and Part 2 , this part is about going live, feedback and enhancement of the CRM implementation. Going Live: Stepwise Introduction Once employees have been introduced to the new CRM and fully trained, it is time to go live. A common technique is to conduct general user training in sections by department, and to take each department live after they have been trained. If you adopt this approach, be sure to allow enough time after each department is trained for them to come to grips with the system and get any questions they have answered by support staff, before the next group goes through and the support staff is overwhelmed.

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Implementing Sugarcrm by Michael J.R. Whitehead As a continuation of the previous article SugarCRM, System Training – Part One , in this part we’ll see the The CRM Training Process . 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. CRM training has two goals and making the users familiar with the system and teaching them how to use it is only one of them. The other goal is to generate positive momentum for the implementation, and enthusiasm in the user base. To accomplish this latter goal, you need to make sure people like what they see—especially the general sales staff, and to some degree the general administrative staff—as these are the two most likely sources of resistance and negative reactions. Therefore your approach should be as follows: