SugarCRM Free Trial Week 2 - Tailoring and Configuring SugarCRM

Every business is unique, so no CRM will suit your business without some level of configuration and tailoring. Luckily, SugarCRM has an easy to use, graphical Studio which allows you to make changes to the data and layout of your CRM system.

We recommend running a workshop with your team to discuss their experiences in the first week, and in particular asking:

  • What fields do you think you wont need?
  • What information do we currently have, or want to have about our customers, that we want to add to Sugar?
  • Are the options in the Industry drop-down list on an Account suitable for us?
  • Are the Lead Sources on a Lead relevant to us?
  • Are the Sales Stages on a sales Opportunity relevant to our sales process? Do the default Probability percentages apply?

Using the Studio to change drop-down lists.

There are a few drop-down lists you will probably want to change.

The Industry drop-down list is located on the Accounts screen. It has a generic list of industries, but many organisations choose to use their own classification.

The Lead Source drop-down is used on both the Lead and Contacts module, and is useful to track where your sales leads are coming from, and determine the most effective marketing programs. There is a default list, but you may wish to add or remove options to be more relevant to your business.

The Sales Stage drop-down list is used on the Opportunity module to represent the status of each sales deal. Sales Stages (or buying stages as they're often called) are often tailored to suit a businesses unique industry, process or sales methodology.

The video shows the process of adding and removing options from a drop-down list. Have a go and tailor your trial system to your business.

Using the Studio to Add and Remove Fields

Every business will have unique requirements about the information they capture about customers, prospects, people, opportunities etc. SugarCRM allows you to add and remove fields from any module.

Removing unnecessary fields de-clutters the screen and makes it easier for people to use the system.

Adding fields allows you to capture information important to you and your business. You can add many types of fields, including dates, text fields,numbers, checkboxes, drop-down lists and more.

This video shows the process of adding a new Checkbox to an Account screen to indicate that the customer is a VIP.

Further Reading - Why do CRM Project Fail?

CRM projects are hard. Some Analysts claim that half of all CRM projects fail to deliver the expected outcomes.

This report identifies 9 common reasons that CRM projects fail to provide the desired business benefits, and provides practical advice to avoid repeating these errors of the past.

Drawing on more than 400 projects in 13 countries over 12 years, this document is based on real-world experience and not simply theoretical advice.

Download the report

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