sugar u: session 1: top 10 "no code required" customizations
DESCRIPTION
This session showcases some of our favorite customizations utilizing the developer tools available to Sugar administrators. Your key take-away: real use case scenarios and the solutions to put them into action with workflows and studio, including calculated and dependent value fields.TRANSCRIPT
Top 10 “No Code Required” Customizations
SUGAR U TRACK
Kim Miller
Professional Services Consultant
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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
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Customization #1: Rename Modules
IssueEmployee is new to CRM and resistant to change
ResolutionRename modules to match their current terminology
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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
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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
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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
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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
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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
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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
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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
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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
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Additional Resources
Support & TrainingHow Do I … Administer & Configure
DocumentationSugar Administration Guide > Developer Tools
Professional Services PackagesAdmin CoachingJumpstart
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