SuiteCRM Advanced User Training

CYOP provides expert SuiteCRM training services to ensure your team has the system skills needed to effectively and efficiently perform their jobs.

SuiteCRM Advanced User Training


SuiteCRM Advanced User Training

CYOP's provides expert SuiteCRM Training and our SuiteCRM Advanced User Training course is ideal for all production users of SuiteCRM.

This course runs approximately fifteen hours and covers all of the functions of SuiteCRM in depth, excluding the System Administrator functions.

CYOP customizes the times & agenda based on individual client requirements, however, following is a sample outline of a SuiteCRM Advanced User Training schedule:

SuiteCRM Advanced User Training

  • Introduction & Overview
  • Navigation
    • Menus
    • Basic Search
    • Advanced Search & Filtering
    • User Preferences
  • Dashboards
    • Add & Remove
    • Customized Layouts
    • Filtering
  • Leads, Accounts, Contacts & Opportunities
    • Contact Management Concepts
    • Add/Edit/Delete
    • Converting Leads
    • Mass Updates
    • Opportunity Management, Tracking & Reporting
  • Activity Management
    • Calls, Meetings & Tasks
    • Assigning Activities
    • Calendar
  • Docs, Emails & Templates
  • Project & Case Management
  • Campaign Management
    • Target Lists & Targets
    • Campaigns
    • Web Form Leads
  • Product Categories, Products, Quotes, Contracts & Invoices
  • Maps
  • Reporting
* NOTE: CYOP's SuiteCRM Advanced User Training is intended for production users of SuiteCRM and is highly recommended as a pre-requisite to CYOP's SuiteCRM Admin Training. For a more basic overview/training on SuiteCRM, CYOP also offers SuiteCRM Basic User Training course.

By leveraging SuiteCRM's open source CRM software with CYOP planning, implementation, training, 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, although on-premises solutions are also available if desired.

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

Open Source CRM Professional Services

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.

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 SugarCRM, vTiger, and SuiteCRM open source CRM solutions.


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