How to succeed your SugarCRM Project ?

Captivea, Sebastien Riss
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After a long search, you found the solution you need. Now, the question is how to successfully deploy SugarCRM? Here, we will bring you some advice to succeed in your SugarCRM Project.

3 P method

In order to ensure the success of your project, we will provide you our expert advice to help with your software management project. You must take this in account to succeed in your project and the user adoption. 

It resumes in 3 points:

  • "P" for Pleasure : The SugarCRM deployment must be achieved with an ergonomic aspect. The use must be simple, easy and adaptable. Its design is as important as your dashboard. The possibility to customize your screen is also important. With the new SugarCRM version, you have access to widgets used in smartphones for example.

  • "P" for Productivity : The user must be able to retrieve all relevant information needed easily and quickly, in multiple formats he or she may request. In a few clicks, all you need to start your work is immediately accessible. The advantage of SugarCRM, with its open-source aspect, is that it can become the main software in your information system by connecting it with another software.

  • "P" for Push it : The users must understand it's a strategic company project and the management must be fully engaged in the project. The best way to do it is to involve the key decision maker in the project, which will officially launch the project.

  • Be crazy, we add a fourth "P" for Pay it. You can adapt your sales pay plan by taking into account the availability of quality data and features of the SugarCRM software. Picture yourself at an after-work party celebrating the success of the sales team after taking advantage of the CRM Software.


Find the right SugarCRM Partner

Your SugarCRM Project is very important for the success of your company. This project must have a good analysis and support. Choosing the right SugarCRM partner is crucial to your organization. These are the criteria for the selection of partners:

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Partner experience : is the partner you are choosing an established company with an excellent reputation and deep expertise? A good way to verify this is to check the number of SugarCRM deployments.

Type of customers : what kind of customers did the partner use to work with? Small and Medium-sized or large companies ? Your SugarCRM partner will better anticipate and address your needs if it already had customers like you.

What implementation method does your SugarCRM partner use :dDid they enhance your business performance and create market value for your company? It's essential to ask yourself this question in order to be happy at the end of the project.

What kind of relationship the partner has with SugarCRM : is it an effective partnership relationship? Are there common actions? If there is a real connectedness, it's an advantage for you because this would mean that your partner has a real expertise in SugarCRM, which is crucial to your overall success and can evaluate its future evolution. 

Training, essential in the change management process of your company

This step is essential for your SugarCRM project. You will implement a procedure that will deeply modify the sales process of your company. In the case that you deploy SugarCRM for 100 users, the early adopters of the software , approximately 10%, will fully welcome and trust the new product and its advantages. However, for the vast majority of the 90% highly skeptical to change and risk-averse will need to be reassured of the adoption of new software.  

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First of all, we highly recommend that you involve all your management since start of project. The company's management and its teams can become the best sponsor internally of SugarCRM.

Secondly, you should train the team's company before they start deploying SugarCRM in order to reduce any delays and errors and ensure 100% of its effectiveness.    

Schedule a call with us or contact us now!

And deploy your SugarCRM quickly and easily