We have installed the sugarcrm CE 5.5.1. Need consultation help to implement the workflow and setting for a sales, marketing and customer service system. We are providing printing service and selling marketing products. Company size is only 10 person. Also need to migrate some data from salesforce.com. Need the company to provide advise for a successful implementation of sugarcrm.
Looking for a company that has done multiple sugarcrm projects which includes telemarketing feature, integration with asterisk voip, third party plug-in like pentaho (BI) and Compiere for further implementation phase.
We would like to split the implementation to 2 phases:
## Deliverables
1st phase
1) Email control and archive: All emails should have a record in SugarCRM (send/receive) even though it has been deleted by the user view. Example, for certain position like sales, email or junior salesperson should be viewable by her/his immediate manager. This is to prevent when the junior salesperson quit, there is still a link to follow. Also, manager can review reply to catch incorrect information being sent out.
2) Email template controlled access: We will be using email templates for all department. Example, for accounts department, there will be templates for correspondence related the accounts. For sales and marketing, there will be templates for sales & marketing. We want that each department can access templates that are relevant to their usage. We currently do have ready made templates used in other email marketing system.
3) we need a calendaring system for sharing of departmental/group schedules. Example, we may have schedule that are public to salesperson (like date range of certain promotion, exhibition date, deadlines, etc). Also we want to have group schedule for things like asset (like car, lorry, pest control) management where dates of car inspection, pest control visit can be put in so that a few people will be able to see and reminded. We are open. It can be SugarCRM, other extension or even Google calendaring.
4) [login to view URL] integration with sugarcrm (we have subscribed to it)
5) We have a few issues that might be resolved using case tracking. 1) Artwork confirmation tracking: After getting an order for name card, we need to prepare the artwork and send to the customer for approval/confirmation (there is a job id in the email/fax). An email/fax is being sent out by designer. Customer will then email/fax back. We hope that we can track the status of the customer approval/confirmation for the artwork being sent out. Emails sent out will have the tracking number in the subject. Emails replied should automatically go into the case. The reason for this is because we have different people handling the tracking (2 shifts). Currently a lot of confusion as there is not a location to see all the correspondence for the job. 2) Customer complain: we would like to let salesperson or customer (from our website) log complain and let us track the progress and resolution of the complain.
6) Web to lead form: We will just use SugarCRM web to lead form. The format [[login to view URL]][1] or [[login to view URL]][1]
7) Telemarketing module : We haven't done telemarketing before. But we hope that salesperson can generate a list in SugarCRM of list of people that haven't bought for us for a certain time frame (ex: 3 months), list of people who there is no activity for certain time frame (ex: 2 months), or list imported from excel after a certain exhibition or campaign. The setup should be very easy to do rapid calling, data checking and editing as they call around 400-800 person per day
8) we will be giving salesperson target to meet every quarter (different salesperson, different target). Individual salesperson should see their actual sales compare to the target in their dashboards. Also should see year to date or previous year record too.
9) Email sending of reports to certain people (ex: sales figure of company daily to sales director, etc)
10) import of excel data (lead, contact, opportunities, account) into sugarcrm.
11) Sales flow and alert.
12) Basic reporting.
2nd phase: detail reports and extension implementation.