Sugar U: Session 1: Top 10 "No Code Required" Customizations

Top 10 “No Code Required” Customizations

SUGAR U TRACK

Kim Miller

Professional Services Consultant

04/09/2023 ©2012 SugarCRM Inc. All rights reserved. 2

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Agenda

Customer Background Discuss and Demonstrate the Top “No Code

Required” Customizations Additional Resources


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Customer Background

New to CRMUser AdoptionEase of Use

Want to track and report on different customer types and products

Custom and dependent fields Need to cut down on manual business

processes/follow-upWorkflow

Want to cut back on sales rep manual processes

Calculated fieldsWorkflows


Customization #1: Rename Modules

IssueEmployee is new to CRM and resistant to change

ResolutionRename modules to match their current terminology


Customization #2: Dependent Fields for “Customer Type”

IssueCluttered Account Record Form - collects 3 different sets of data for each customer type

ResolutionCreate Custom/Dependent Fields – Fields that display in account record are dependent on which “Customer type” is chosen


Customization #3: Rollup Sum of Closed Won Opportunities

IssueUnable to view the sum of opportunities for an account unless they run a report

ResolutionCreate a calculated rollup sum field that takes all closed won opportunities for an account and sums them up to display the grand total in the account record


Customization #4: Custom Contact Role Dropdown within an Opportunity

IssueA contact for an account may play a different role in each opportunity with that account – they need to show this using their own custom roles for contacts

ResolutionEdit Dropdown - Contact Role within an Opportunity


Customization #5: Workflows to Automate Notifications and Alerts for Quotes

IssueManagement unable to manage the quality of quotes being sent to customers by sales reps

ResolutionWorkflow to automate notifications and alerts to management

Email sent to management when quote approval required Email sent to sales rep once the quote is approved by management


Customization #6: Sum Multiple Product Amounts in an Opportunity

IssueCustomer can sell several products within one opportunity and is unable to track the specific amount for each product

ResolutionCreate custom fields for various product amounts in an opportunity and then rollup the sum up these amounts for a total opportunity amount


Customization #7: Custom iFrame field to Show Account address in Google Maps

IssueSales reps in field calling on accounts throughout the day

ResolutionSet up Google maps to display account address in Sugar


Customization #8-9: Workflows to Automate Notifications and Alerts for Opportunities

IssueDisconnect between sales management, sales team and sales operations

ResolutionWorkflow to automate notifications and alerts to management and operations

Email sent to management when a sales stage hasn’t changed for “10” days (Opportunities) Closed won opportunity triggers a task to be created and assigned to the sales operations team


Customization #10: Workflow to Notify Customer when Product Ships

IssueFinal sales and shipment of product not getting communicated to customer

ResolutionNotify customer when their product has shipped

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Summary of Top 10 “No Code Required” Customizations

1. Rename modules2. Dependent Fields for “Customer Type”3. Rollup Sum Field of closed won opportunities4. Edit “Contact Role” drop-down for an

Opportunity5. Workflow Alerts for Quote Approval6. Sum Field for multiple product amounts in an

opportunity7. iFrame Field to display Google Map in Sugar8. Workflow Alerts for opportunity sales stage

follow-up9. Workflow Action for closed opportunity follow-

up10.Workflow Alert to contact in Sugar



Additional Resources

Support & TrainingHow Do I … Administer & Configure

DocumentationSugar Administration Guide > Developer Tools

Professional Services PackagesAdmin CoachingJumpstart


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Sugar U: Session 1: Top 10 "No Code Required" Customizations

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Transcript of Sugar U: Session 1: Top 10 "No Code Required" Customizations