TechOSS CRM Customer Relationship Management Learning Methodology

 
The IOVC Strategy and Technology Methodology to Getting Sugar CRM into Your Business

 You want to learn and use it quickly in your organization. However open source software does not always have the best training materials. Have no fear because sugar is use extensively and many vendors have developed training around it. So use the best of both worlds and use the free and commercial version to accelerate your learning path.  

 What follows is the recommended path to being your organizations’ expert based on TechOSS IOVC Strategy and Technology Methodology.

The TechOSS LAMPS Situational Learning Approach

Here is the approach to learning CRM quickly. We believe you learn in real world. SO using the TechOSS LAMPS Methodology and Approach, you approach it this way.

1. Learn the software and what it does
2. Apply the learning to your world
3. Map what you learn to one real world situation in your current environment
4. Provide the team with your case study base on the real world situation.
5. Success will be seen as the broader teams buys in to what you propose.

Do this quickly because the objective is a case study to get your team to buy in. So work with the end in mind. The end is the team agreeing to your proposal. So step 5 success means they like what they see. Step 4 means you start thinking from the start what does my team do, that I can apply this software to. Step 3, means you will formulate solutions sing commands etc as close to their world as possible. You can do this because in step 2 you took what you learned in step one and make it for their world.

Sugar CRM Business Case Presentation

The total time for this process is one uninterrupted day.  Proposed case study layout is as follows:

Page 1. - Functions of CRM –

Page 2. - Functions relevant to your specific business situation.

Page 3. - Diagram showing current process

Page 4. - Diagram showing the future CRM solution process

Page 5. - Cost benefit analysis showing savings etc

 Remember focus on the features of the unpaid version so you don’t slip in a paid version feature - if free software is your objective.

 The Sugar CRM Products

1. The open source version here - http://www.sugarforge.org/content/open-source/  and
2. The Commercial Version here - http://www.sugarcrm.com/crm/ .   

To Get Free SugarCRM Training

http://www.sugarcrm.com/crm/demo/sugar-suite.html?tmpl=  

Inclined To Do Paid Training

Sugar University offers a variety of courses that help Sales, Support, Marketing and Admin users become wildly successful. Check back often for new learning materials and classes.

Build Your Own SugarCRM Online Demo

On this same page you can get a free demo.

Build your own installation of Sugar on our On-Demand servers. These custom demos give you the opportunity to use Sugar Administration and the end user tools with your own data.

http://www.sugarcrm.com/crm/demo/sugar-suite.html?tmpl=  

Get Free Product Documentation

Below is product documentation to get you started with Sugar Enterprise, Sugar Professional, Sugar Community Edition, official Sugar Plug-Ins and extensions. You will also find helpful training material at Sugar University.

http://www.sugarcrm.com/crm/user_documentation

Free Ongoing Information

To get free information - Register for Sugar University Newsletter –  Complete and submit this form to register.  

http://www.sugarcrm.com/crm/index.php?option=com_forms&task=sugaru_newsletter

For help with this methodology -

Please contact Greg Burrus at 973 954 404 or email techoss

	Internet Technology Website and Marketing expert Gregory L. Burrus is the owner and founder of TechOSS Website Development, Internet Marketing and Business Process Improvement Company.
Helping People  in Business  Succeed  Through The Use  of  IOVC   Strategy  and  Technology	Customers working with Greg Burrus also get access to a free membership website to help you build your blog as the platform of your business. Go to  http://techoss.com/blog-heaven to get started. Sign on to a wealth of information and the best part is access is free. Head on over to http://techoss.com/blog-heaven to get your blog and start making money online.