|
|
|
|
|
|
|
»
SugarCRM
Open Source Implementation:
Implementation of any
enterprise solutions has to be done in a extremely
comprehensive manner in a way that the implementation
process takes into account the immediate enterprise
needs and creates a proper foundation for the future
needs of the enterprise. The implementation process
should result in faster and better ROI (Return on
Investment).
|
|
|
|
|
|
We have the right expertise and
experience in CRM Consulting and Implementation that will
enable you to fully leverage the functionality of SugarCRM
for your business benefit. |
|
|
|
|
|
Our Implementation solution
consists of following modules / initiatives: |
|
|
|
|
|
|
|
|
|
|
|
CRM Consulting |
|
|
++ CRM Strategy Development |
|
|
++ TCO / ROI Analysis |
|
|
++ Gap analysis between present status and requirement as
per CRM Strategy |
|
|
|
|
|
|
|
|
SugarCRM Installation, Configuration & Hosting: |
|
|
++ Shared Hosting: Linux / Windows |
|
|
++ VPS Linux Hosting |
|
|
|
|
|
|
|
|
SugarCRM CE Customization: |
|
|
++ Menu based customization of Modules |
|
|
++ Menu based customization of Interfaces |
|
|
++ Customization done through back-end programming for
script and databases |
|
|
|
|
|
|
|
|
System Integration and Migration: |
|
|
++ Exploring possibilities of integrating SugarCRM with
existing enterprise systems |
|
|
++ Data cleansing and Migration from existing databases /
system to SugarCRM database |
|
|
|
|
|
|
|
|
Training and Support Program |
|
|
++
click here for details of Support
program |
|
|
++
click here for details of Training
Program |
|
|
|
|
|
|
|
|
Program Review |
|
|
++ We recommend 3 days of on-site training program |
|
|
++ After training program, we recommend 1 (one)
day on-site quarterly review program |
|
|
|
|
|
|
|
|
|
|
|
At present we undertake
implementation assignments (that involves
providing onsite training) only for clients in
Mumbai, Pune, Hyderabad, Bangalore, Delhi and in
Gurgaon. However if client arranges for Visa, we
can conduct training program in London, Singapore
and in Dubai also. |
|
|
|
|
|
|
|
|
|
|
|
|
SugarCRM CRM Implementation Case Study: Web Hosting
Company: |
|
|
|
|
|
Web hosting companies a large part of
their revenues from Website / Domain / Email Hosting
renewal income. In many cases the renewal may be done for
5 years or more at a time. Hence the CRM system should
remind the billing staff about the coming renewal in time
so that the client can be accordingly notified. |
|
|
|
|
|
The second issue that had to be
addressed was handling of different kinds of customers
(direct hosting clients, reseller partners, affiliate
partners etc.). The system should be able to inform the
clients under a particular reseller so that the
communication can be handled accordingly. |
|
|
|
|
|
We undertook a comprehensive study of
the needs that has to be addressed and provides
customisation in SugarCRM Community Edition so that it is
able to do following: |
|
|
|
|
|
| + |
Email Notifications 30 / 20 / 15 days
before the date of renewal to the Billing department |
| + |
We customised "Member of" field and
used it in a way that one can find all the clients
under a particular reseller or find out the reseller
who brought the client into the company |
| + |
Email Campaign is being used
extensively with the help of Cron Job Email scheduling |
| + |
We hosted the client's website,
SugarCRM and Cerberus Helpdesk on the same VPS Linux
Server. Now all web orders automatically open a lead
in the SugarCRM (through Web-to-lead functionality), a
copy of the Support case from Cerberus is also opened
as a case inside SugarCRM (for records only) |
| + |
We integrated Shine Crafty Syntax live
chat on the website with the SugarCRM. Now the agents
can not only record the chat conversation in their
databases but also open leads / opportunities directly
from Chat console itself (without logging into
SugarCRM) |
|
|
|
|
|
|
The customer now is rest assured that
all the information about sales lead, renewal notices,
suport cases are being recordfed properly and is being
acted upon by the right staff. "I can not imagine
running my Web Hosting Company without the functionality
provided by SugarCRM" - says the CEO of the hosting
company. |
|
|
|
|
|
|
|
|
|
|
|
SugarCRM CRM Implementation Case Study: Real Estate
Company: |
|
|
|
|
|
SugarCRM Community Edition is a sort of ready-to-use for
any real estate company. We have implemented SugarCRM for
6 real estate companies in USA, one in UK and 2 in India.
In all the cases following were the top of mind concerns
of CEOs that had to be achieved through SugarCRM: |
|
|
|
|
|
| + |
Contact management and Lead Capture
has to be "perfect". All want extensive customisation
in Contact / Account / Lead / Opportunity modules. The
customizations should be searchable too. |
| + |
The CEO should be able to know the
details of the communication with the brokers /
clients related to a particular property listing |
| + |
Email Campaign Management |
|
|
|
|
|
|
The solutions we have
delivered to the clients has enabled CEOs and top sales
directors to have a better control over the property
dealings and details. |
|
|
|
|
|
|
|
|
|
|
