Open Source Customer Relationship Management (CRM)

Discover how open source CRM software solutions by CYOP can increase sales,
improve productivity, and maximize marketing dollars.

Open Source CRM Software

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Effectively Manage Leads, Opportunities & Customer Relationships

Customer Relationship Management (CRM) is an information industry term for methodologies, software, and capabilities that help an enterprise manage customer relationships in an organized way.

CYOP's services combine the best features of open source software with the best features of Software as a Service (SaaS), enabling organizations to effectively own, control, and further develop and modify as needed, their own CRM software application without the large expenses of hardware acquisition & maintenance, software licensing, data center facilities or an IT staff.

CYOP can implement an open source CRM solution to help your organization:

  • Identify and target your best customers, manage marketing campaigns and generate quality leads for the sales team.

  • Improve tele-sales, account, and sales management by optimizing information shared by multiple employees, and streamlining existing processes (for example, taking orders using mobile devices)

  • Formation individualized relationships with customers to improve customer satisfaction and maximize profits

  • Identify the most profitable customers and provide them the highest level of service

  • Provide employees with the information and processes necessary to know their customers, understand and identify customer needs and effectively build relationships between your company, its customer base, and distribution partners.

The CYOP team has extensive experience in SugarCRM®, SuiteCRM, vTiger, and other open source CRM applications. CYOP has successfully implemented dozens of open source CRM solutions resulting in increased revenues and growth for our clients.

By leveraging open source CRM software with CYOP planning, implementation and support services, even smaller businesses can afford an enterprise-class CRM solution with no capital expenses, no hardware to maintain, no software license fees, and no need for on-site technical personnel. On-premises solutions are also available if desired.

For more information on CYOP's open source CRM solutions, please contact us or signup for a FREE Business Process Assessment.

Open Source CRM Professional Services

CRM Software Selection, System Design & Planning

CYOP employs a proven project management methodology that includes a detailed requirements analysis to effectively discern feature/function requirements before any development efforts begin which minimizes deployment time and necessary re-work.

The CYOP planning process includes development of a basic Functional Design, a Gap Analyis to determine custom development efforts, a Data Migration Strategy to ensure data from current systems can be effectively migrated to the new system, and a Systems Interface Design to describe any external systems that need to be integrated and how that will be accomplished.

CYOP's Project Implementation Roadmap combines a coordinated technical programming and development effort with sound project management to effectively bridge the gap between the client and the programmers to ensure business objectives, and not just a programming exercise, are achieved.

CYOP leverages free open source software to build for our clients a CRM application that is highly customized for thier business and that they OWN. Because the finished application is owned by the customer who has full access to the souce code, there is no vendor lock-in and the application can never be obsoleted since with a large community of open source programmers able to ensure ongoing development and support.

A key component in the implementation of any CRM system is the training of personnel and ongoing support. Users must be effectively trained in any improved revised business processes in addition to system feature/function. Common CRM training programs tend to focus on general system functions. Then, employees go back to their desks and don't know what to do. CYOP's CRM training focuses on working with the individual company personnel to make sure they know how to do their jobs, so once the new CRM system is live, employees already know what to do.

Additionally, a sound support process and infrastructure ensures personnel have a way to escalate any questions or issues and that any bugs are promptly addressed.

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CRM Consulting & Implementation

Professional CRM Services

CYOP's services combine the best features of open source software with the best features of Software as a Service (SaaS), enabling organizations to effectively own, control, and further develop and modify as needed, their own CRM software application without the large expenses of hardware acquisition & maintenance, software licensing, data center facilities or an IT staff.

The CYOP team has extensive experience in enterprise computing and has successfully implemented dozens of CRM solutions resulting in increased revenues and growth for our clients.

By leveraging open source CRM software with CYOP planning, implementation and support services, even a smaller businesses can afford an enterprise-class CRM solution with no capital expenses, no hardware to maintain, no software license fees, and no need for on-site technical personnel. On-premises solutions are also available if desired.

CYOP specializes in SuiteCRM open source CRM and no longer provides SugarCRM® services.

ERP Resource Center

ERP Information & Resources

Want more information on open source ERP? Here are some helpful resources:

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