6. SugarCRM Best Practice
• Workflows
– Provide all needed information in internal Email Notifications
– Avoid too many Emails à Use Reports / Dashlets instead
• Reports
– Use Pre-fixes
– Define Role
• Data Quality
– Tracker Reports
– Required / Compulsory Fields
– Audit
11. SugarCRM Best Practice
• Define how and where to save information
(Notes, Tasks, Meetings, etc.)
• Keep historical data: Re-assign open, potentially
stale records
• Use the SugarCRM Knowledge Base:
http://support.sugarcrm.com/
13. Conclusion
• Plan and live your CRM
• Involve your team
• Configure the system to the specific needs
• Train Your Team
But most of all:
Review your processes regularly.