Innovent – SugarCRM Fast Start

This service package is designed to help you springboard your productivity through professional assistance with initial set-up, configuration and knowledge transfer. Our consultants will provide your business with the professional assistance to help ensure you hit the ground running.

This package includes the following items:

Discovery Workshop (approximately 4 hours)

• Understand your overall business and CRM objectives
• Define the scope of project work for the Jump Start session
• Determine basic set-up requirements
• Personalise your training requirements

Set Up and Configuration

• Build custom workflows and initial reports
• Configure email
• Add custom fields
• Modify layouts
• Personalise accounts, contacts, leads and opportunities modules

Mentoring

• One on One personalised training
• Consisting of 4 x 1 hours sessions with set deliverables over a 4 week period

On-going Support

• Email & telephone support
• Next business day
• Up to 10 hours included

Review (approximately 2 hours)

• Summary of all work completed
• Knowledge transfer
• Recommendations to achieve future objectives

 

This session is delivered remotely. Times for each section are approximate and may be modified as agreed between Innovent and you. Our SugarCRM Fast Start session is not a substitute for proper CRM training. We also recommend Administrator and End User Training to complement your SugarCRM Fast Start session.

 

Please note that this package does not include any of the following:

• Purchase of SugarCRM software licences
• Updates to existing transactions in the production system
• Customisations beyond Studio, Drop Down Editor, Workflow, Module Builder
• Data migration or any data imports
• Admin User Training or End User Training
• Installation of SugarCRM or any supporting 3rd party software

 

SugarCRM Extended Fast Start Plus Data Migration

 

This service package is designed to help you springboard your productivity through professional assistance with initial set-up, configuration and knowledge transfer. Our consultants will provide your business with the professional assistance to help ensure you hit the ground running.

This package includes the following items:

Discovery Workshop (approximately 4 hours)

• Understand your overall business and CRM objectives
• Define the scope of project work for the Jump Start session
• Determine basic set-up requirements

Set Up and Configuration (approximately 10 hours)

• Create Users, Teams, and Roles
• Build workflows and initial reports
• Configure email
• Add custom fields
• Modify layouts
• Add custom modules

Mentoring

• One on One personalised training
• Consisting of 4 x 1 hours sessions with set deliverables over a 4 week period

Data Migration

• Review of existing data sources
• Communication on what data migration is possible
• Data migration and data testing and validation

On-going Support

• Email & telephone support
• Next business day
• Up to 10 hours included

Review (approximately 2 hours)

• Summary of all work completed
• Knowledge transfer
• Recommendations to achieve future objectives

Final Configuration (up to 3 hours)

Final Review (up to 1 hour)

 

This session is delivered remotely. Times for each section are approximate and may be modified as agreed between Innovent and you. Our SugarCRM Extended Fast Start session is not a substitute for proper CRM training. We also recommend Administrator and End User Training to complement your SugarCRM Extended Fast Start session.

 

Please note that this package does not include any of the following:

• Purchase of SugarCRM software licences
• Updates to existing transactions in the production system
• Customisations beyond Studio, Drop Down Editor, Workflow, Module Builder
• Data migration or any data imports
• Admin User Training or End User Training
• Installation of SugarCRM or any supporting 3rd party software

SugarCRM Tune Up

This service package is designed with existing CRM users in mind. Even the most savvy of CRM users occasionally needs a review of their processes to ensure that they are maximizing their CRM system to the fullest. With our Sugar Tune Up package, we will help you improve productivity, better understand your pipeline, foster better communication, and increase ROI.

Our Sugar experts will help you:

• Analyse your current usage of Sugar
• Uncover potential problem areas
• Expand your current CRM usage
• Improve access and communication across the company

This package includes the following items

Discovery Workshop (up to 3 hours)

• Understand Company’s overall businessand CRM objectives
• Define the scope of project work for the Tune Up session

Set Up and Configuration (up to 8 hours)

• When and how to use custom modules tailor your CRM process
• Configure forecasting to analyze and improve your pipeline
• Maximize process and communication with advanced workflow
• Configure Word, Outlook, and Excel plug-ins to improve process and data
  utilization
• Review existing access controls (Roles and Teams) to ensure that your users
  have the correct access
• Create robust campaigns to help drive leads directly into your CRM system

Checkpoint Revision/Q&A (up to 2 hours)

• Summary of all work completed
• Knowledge transfer

Final Configuration (up to 2 Hours)

Final Review (up to 1 Hour)

 

This session is delivered remotely. Times for each section are approximate and may be modified as agreed between Innovent and you. Our SugarCRM Tune Up session is not a substitute for proper CRM training. We also recommend Administrator and End User Training to complement your Tune Up session.

 

Please note that this package does not include any of the following:

• Purchase of SugarCRM software licences
• Updates to existing transactions in the production system
• Customisations beyond Studio, Drop Down Editor, Workflow, Module Builder
• Data migration or any data imports
• Admin User Training or End User Training
• Installation of SugarCRM or any supporting 3rd party software