SuiteCRM Basic 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 Basic User Training

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SuiteCRM Basic User Training


CYOP's provides expert SuiteCRM Training and our SuiteCRM Basic User Training course is an ideal place to start for anyone who's evaluating or has not previously worked with SuiteCRM.

This course runs approximately three hours and covers the primary functions of SuiteCRM in very basic detail, with focus spent on concept & definitions, basic navigation and search, how to add/edit records, and other beginners functions.

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

SuiteCRM Basic User Training

  • Introduction & Overview of CRM
  • SuiteCRM Overview & Navigation
    • Navigation Bar & Mobile Interface
    • Modules, Records, Forms, Fields, Layouts & Subpanels
    • Studio
    • Admin & Employees
    • Users & Roles
  • Dashboard Configuration
  • Leads, Accounts, Contacts & Opportunities
    • Add/Edit/Delete
    • Convert Account
    • Mass Updates
  • Activity Management
    • Calls, Meetings & Tasks
    • Assigning Activities
    • Calendar
  • Documents, Emails & Templates
  • Product Categories, Products, Quotes, Contracts & Invoices
  • Campaign Management
    • Target Lists & Targets
    • Campaigns
    • Web Form Leads
  • Project Management & Case Management
  • Maps
  • Workflows & Automated Actions
  • Reports
* NOTE: CYOP's SuiteCRM Basic User Training is intended to provide only a very basic overview on the functions and operation of SuiteCRM to help with Evaluation and/or "getting started". It is NOT intended to be the only training provided for a SuiteCRM production user or administrator. Production users should strongly consider our SuiteCRM Advanced User Training and/or SuiteCRM Admin Training in place of this 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

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 SugarCRM, vTiger, and SuiteCRM open source CRM solutions.

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ERP Information & Resources

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