|
|
|
|
|
|
|
»
SugarCRM
Support package: FREE to all our Sugar clients:
|
|
|
|
|
| |
Email Support: All
inbound email requests for support get a high priority for
support and generally we try to respond to the support
request before we close the office for the day (normally
at 7PM IST). Support Email Id:
support@sanver.com |
|
|
|
|
|
Support Ticket System: We
use Cerberus Helpdesk to provide ticket based support to
our clients.
http://www.support.sanver.com
|
|
|
|
|
| |
Chat Support: We provide
chat support using Yahoo Messenger (Id:sanverindia) and
Skype (Id: sanver.com) during the office hours. We use
video chats for training purposes. |
|
|
|
|
| |
Live Phone Support: We
encourage our clients to call us during office hours to
get support, in case email / chat / form have not been
able to resolve the issue. There is no additional charge
for phone-in support. |
|
|
|
|
|
|
|
|
»
SugarCRM
Training Program:
|
|
|
|
|
| |
The key to the success of SugarCRM
depends on a professionally designed training and support
program. |
|
|
|
|
| |
Before we design any training program,
we take into account the level of readiness of employees
towards the acceptance of CRM into their daily work
processes. More important than that we look into the way
the organization's CRM objectives has been designed,
formulated and communicated to employees. Hence the
curriculum, pedagogy, training manuals, reading material,
duration of the training program is all custom designed as
per client needs. |
|
|
|
|
| |
We are located in Mumbai, India. We
have excellent conference / training room facility in
Mumbai and in Pune. We can provide on-site training
anywhere in India and outside India. The training can also
be provided through Video Conferencing. This is a more
cost effective method for overseas clients. |
|
|
|
|
|
|
|
|
»
SugarCRM
Training Curriculum:
|
|
|
|
|
|
CRM Basics: Here we take the trainees
through the core concepts of Customer Relationship
Management - how they have developed and what is their
relevance to a modern organization. We use some case
studies to further drive our point. |
|
|
|
|
|
SugarCRM Overview:
|
|
|
| 1 |
Overview / Features of the system |
| 2 |
How to login / Getting started |
| 3 |
Navigation |
| 4 |
Search |
|
|
|
|
|
|
Sales Force Automation Features: |
|
|
| 1 |
Contact and Account Management |
| 2 |
Product Management |
| 3 |
Lead Management |
| 4 |
Opportunity Management |
| 5 |
How to use in-built Email Client |
| 6 |
Sugar Email Client and Quote
Management |
| 7 |
Outlook / Outlook Express /
Thunderbird Email Client |
| 8 |
Case Management |
| 9 |
Activities and Scheduling |
| 10 |
Documents |
|
|
|
|
|
|
Marketing Process Management: |
|
|
| 1 |
Lead Generation Process |
| 2 |
Product Management |
| 3 |
Opportunity Management |
| 4 |
Campaign Management,
Tracking and effectiveness analysis |
| 5 |
RSS and Advanced Search |
| 6 |
Dashboard and Reports |
| 7 |
Case / Bug Tracking |
| 8 |
Project Management |
| 9 |
Documents Management |
| 10 |
Data Import and Export
across modules |
| 11 |
How to use Sugar data with
Microsoft Excel and Microsoft Access for advanced
reports |
| 12 |
Forum and Web Portal |
| 13 |
Sugar Plug-in (Microsoft
Word and Outlook Plug-in) |
|
|
|
|
|
|
Technical Administration: |
|
|
| 1 |
Management of the Sugar System, LAMP
details (Linux, Apahe, MySQL & PHP) |
| 2 |
Create Users, define their access
rights and roles |
| 3 |
Customizing the user interface,
customization tools |
| 4 |
Data migration from External systems |
| 5 |
System maintenance and backups |
| 6 |
Installing additional Sugar components |
| 7 |
Upgrading SugarCRM |
|
|
|
|
|
|
|
|
|
»
SugarCRM
Training Time Schedules:
|
|
|
We have found a three day full time (7
hours) training schedule is sufficient for trainees to
grasp the Sugar features and get adequate time to
practice. However the exact timelines depend on individual
case and the nature of implementation work required to be
done.
|
|
|
|
|
|
In addition to the training program to
be done in the beginning, we also recommend one day
quarterly review sessions to be conducted on-site about
the way the adoption process is proceeding.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
