Get CRM implemented right.

DataSync has the experience to make your CRM implementation a success.

DataSync & CRM

  • How we do CRM – DataSync focuses on using the right tools to meet requirements on time and in budget.
  • Methodology
    • Waterfall project management works well for smaller, or well defined projects
    • Agile development works well for dynamic, highly modified projects
  • Team based approach – Strong commitment from both your management team and DataSync

DataSync & SugarCRM

  • SugarCRM silver partners - DataSync has direct access to Sugar corporate, is a regular attendee of SugarCON (SugarCRM's developer conference), and has built a reputation in the SugarCRM community
  • Experience – We have deep experience in SugarCRM implementation, hosting, and upgrades. Check out our case studies for specific examples.
  • Commitment - The people behind DataSync are driven to make your CRM rollout work. If we take on a project, we work harder than anyone to make sure the entire solution works at the highest level.

Typical CRM implementation

  1. Build scope document
  2. Define feature priorities
  3. Group features into iterations
  4. Development
  5. Administrator training
  6. Test rollout
  7. User training
  8. Production rollout

We believe in training!

  • Administrator training - System admins, trainers, power users
  • End user training - Get your team on board with CRM
  • Developer training - Leverage internal resources more effectively

How we do it...

Ensuring rollout success

  • Build solid requirements
  • Understand the user experience
  • Manage development closely
  • Build the right training plan
  • Have clear success expectations defined