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SugarCRM Configuration

Our team of SugarCRM Certified system administrators are experts in configuring a solution specifically moulded around your business.

Our Success Strategy

System Settings & User Permissions

We start by discussing your project scope, business processes and the specific business functions you wish to include in your CRM solution - ie. Sales, Marketing, Finance, Operations, Service/Support.

Solution Design

Configuration includes changes to fields (standard or calculated with a formula), layouts in various aspects inside Sugar, Teams, Roles, User Management, Security Management, data migrations, mobile configurations, Workflows, Reports and Dashboards.

Expert Configuration

Having built hundreds of systems over the past 7 years, our team of SugarCRM Certified system administrators are experts in configuring a solution that’s moulded around your business.

The Configuration Process

STEP-BY-STEP

Configuring a new module in SugarCRM

SugarCRM Implementation starts with our Requirements Workshops.

Here we define your requirements at both a macro-level, making sure we are in sync with your business objectives. And then right down to a micro-level, creating the blueprint for your solution design.

Configuring new fields in SugarCRM

After your blueprint for your Sugar design has been defined, we then move into the build phase.

We typically start with the system configuration then work on the data import/migration.

Configuring a Workflow in SugarCRM

20% of our customers require some code-level customisations to make Sugar do something really special or perhaps integrate with another system.

Our in-house team of SugarCRM certified developers work in tandem with the configuration effort to achieve milestones set out in the project plan.

Configuring Layouts in SugarCRM

Most projects involve some element of User Acceptance Testing to ensure we have achieved what was set-out initially and identify tweaks and changes that will be performed before the system is live.

Configuring SugarCRM System Settings

After your blueprint for your Sugar design has been defined, we then move into the build phase.

We typically start with the system configuration then work on the data import/migration.

Configuring Roles & User Permissions in SugarCRM

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Other Services

Implementation

Design - Build - Train - Support

Consultancy

CRM & Marketing Automation Consultancy

Configuration

SugarCRM Configuration

Custom Development

Code-level Customisation

Training

Expert SugarCRM Training

UK Support

Unrivalled UK SugarCRM Support

CRM Healthcheck

CRM Audit & Evaluation Healthcheck

Hosting Services

Scalable, highly secure hosting services

Customer Comments

FIND OUT WHAT OUR CUSTOMERS THINK

We recently installed SugarCRM for our US, UK and European sales divisions.The configuration sessions, user training and subsequent technical support has been exceptional. In a short period time, the data generated by this system is changing the way we focus our resources and marketing activities.

Christopher Fielding

Manager

What a great experience, Sugabyte turned what looked like a CRM implementation nightmare into a dream! I've worked with most of the top CRM systems, but never had this level of confidence that the solution does exactly what I want - and my sales team love it! Thanks James!

Sally Murdoch

Head of Marketing

We happily trust Sugabyte when it comes to development, implementation and the support of our CRM system. Sugabyte actively consult with us to improve our ideas, making sure they are supported by the logic in the system as well as foreseeing any conflicts or issues. The provided customisations are logical, stable and brilliant!

FREDRIK HUGOSSON

CRM Manager

This is absolutely excellent! My compliments to Sugabyte as this development is exactly what I had been after – it is a big relief that it is actually possible to implement this on Sugar. You can probably tell I’m happy about this – literally, your team are genius.

Thorl Dicker

CRM Administrator

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