Pre Paid Services Packages

Standard Jumpstart

The Standard Jump Start service package is designed to help you springboard your productivity through professional assistance with initial set-up, configuration and knowledge transfer. SugarCRM’s studies with thousands of our customers suggest that you will see better results more rapidly by taking advantage of our experience through this service. You’ve made an important investment in the technology to enable your CRM needs. With these custom Service Packages get the professional assistance to help ensure you hit the ground, running.

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Extended Jumpstart

The Extended Remote Jumpstart Service package is designed to help you springboard your productivity through professional services with remote server installation, initial set-up, configuration and knowledge transfer. SugarCRM experience with thousands of customers suggest that you will see better results more rapidly by taking advantage of our experience through this service. You’ve made an important investment in the technology to enable your CRM needs. Now get the professional assistance to help ensure you hit the ground running

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Mastering Campaigns

Mastering Campaigns will allow you to fast track SugarCRM Campaign Setup, Training & follow through. Assuming a successful Jumpstart, we will walk you through all the steps needed to set up and execute email campaigns in your production Sugar system, and will train you on how to create your own campaigns.

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Cases

The Case package extends the SugarCRM Cases module to reflect the key measurements of your support or services organization.

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Custom super User Training

Custom Super User Training wel provide a custom training session for your super users, tailored to your own business processes and use of SugarCRM.

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Leads

If your organization depends heavily on lead generation with web forms from your corporate website, the SugarCRM Leads package is for you. We’ll extend Sugar’s Web-To-Lead form functionality to assign leads across multiple teams based on an attribute of the lead (such as the lead source, product name, or a custom field). We’ll create the ability to assign the lead to a “round robin” team where each team member will receive the next lead in turn. For existing customers, the logic applies only to leads created via the Web-To-Lead form.

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Quote Proposal Invoice PDF

The Quote | Proposal | Invoice package personalizes the “out of the box” Quote | Proposal | Invoice forms in SugarCRM based on your business needs.

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Sales Manager Training

The Sales Managers Training package is geared towards sales managers who need to see the “bigger picture” of their sales reps’ deals. From Forecasting to Reporting to pipeline management, we’ll show you how to look at an aggregate view of the world, to spot trends by using the tools within SugarCRM.

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Train Your Team

The Train Your Team package gets your Sales Team up and running on Sugar quickly! We will train your sales team, up to 20 people, so they feel comfortable with the solution and can begin using it right away.

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Admin Coaching

The Admin Coaching package is designed for a new Sugar Administrator who needs to know just the basics of how to manage the system. Your trainer will look over your (virtual) shoulder, checking your progress and making sure you understand how to administer the system. Your trainer will explain best practices for setup of the software.

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Workflow Package

The Workflow Package is focused on creating workflow rules to help you perform actions and alerts inside of Sugar when pre-determined conditions have been met. Sugar workflow actions allow you to modify data/records inside of your system, while Workflow alerts allow you to notify users when records assigned to them on their team have been modified per one or more conditions specified by you.

SugarCRM Work Log Field

The Work Log Field Package provides for the installation and setup of a work-log field in your SugarCRM instance. This field will allow you to enter notes into a text area field (similar to the out-of-the-boxes Description fields), which will then be time stamped with the name of the user that made the entry when the record is saved.

Standard Data Migration

This remotely delivered service package is designed to help transition customers from their existing system to SugarCRM.

Data Migration Guidance

A data migration is often the most important part of new CRM deployment. Getting your existing data into your new CRM is of critical importance and sets up the tone for your entire implementation. With our Data Migration Guidance package, one of our migration experts will assist you with preparing your data and planning for your move to SugarCRM.

Dependent Dropdowns

This service includes the creation of one pair of dependent dropdown fields. A dependent dropdown is one in which the selection of the value in a “primary ’’ dropdown, automatically displays a secondary dropdown field containing only the values that pertain to the specific selection from the primary field.

Guided Import

In this service package, Sugar Professional Services will work to help “prepare” the data from your existing CRM system, and ready it for importing into your SugarCRM instance. The Sugar consultant will then walk you through importing of your data into one module in Sugar (i.e. Accounts),while you follow along and ask questions. Additionally the consultant will record the session for you to review the process at your convenience.

Remote 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.

Reports Package

This package is focused on creating reports to help you better manage your data in Sugar. Reports can be created using either the standard reporting engine or the Enterprise reporting engine (only available in Sugar Enterprise Edition).