New Implementation Workbook

Hints, Tips and Tricks

Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.

New Implementation Workbook

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We've overhauled the Implementation Guide and turned it into a workbook.

The Implementation Workbook guides you through the scoping, planning, installation, customization, and roll out of a Sage CRM implementation so you can be confident that the system meets your customer's requirements and helps them achieve their business goals. It's important to remember that you are actually implementing a business strategy that will help a business to increase sales opportunities, automate processes, mine information for strategic purposes, and connect departments to improve customer insight and customer experience. In summary, your implementation of Sage CRM should help your customer to run a customer-centric business.

One of the main challenges when implementing a system is capturing customer pain points and prioritizing those that matter most in terms of measurable savings and improvements. This workbook provides sample questions about your customer's current business, including needs and problems, that you can ask key people in the company. The aim of these questions is to really understand the customer's business. The workbook includes forms where you can record their answers to help you identify solutions and metrics of success. It also includes customization guidelines and links to supporting documentation. We hope it will form part of your project delivery toolkit that helps you to take customers on a journey from pre-sales to project completion. Other project delivery material includes our Project management methodology guide and the Project objectives template which are available on the Community. We also recommend that you sit our Sales eLearning course.

We've incorporated feedback from partners and implementers to ensure the workbook is relevant and speaks to your needs. If you have any additional areas that you'd like included in the workbook, please let us know. 

Comments
  • hi, Emma, Implementation Workbook file is not exist. Could you advise how can I get it? Thanks

  • Hi Sochet In

    Thanks for flagging the issue with the download link. Please can you try downloading the PDF again?

    Thanks

    Emma

  • Hi Sochet In

    Thanks for flagging the issue with the download link. Please can you try downloading the PDF again?

    Thanks

    Emma

  • hi, Emma. I got the same error page.

    Not Found: Resource Not Found

    The resource you requested does not exist.

  • Hi Emma - just had the same error. Resource does not exist. Can you please help. Thanks

  • Hi Socket and Alvin

    You need to be logged in with Partner rights to view the Implementation Workbook. Apologies for not making this clear in my post. If you are unsure if you have Partner rights, please contact sagecrmteam@sage.com.

    Thanks

    Emma

  • Hi Emma, I am currently logged in as a Partner and receiving the same error in relation to accessing the implementation workbook.

    Not Found: Resource Not Found

    The resource you requested does not exist.

  • Hi Emma, I am currently logged in as a Partner and receiving the same error in relation to accessing the implementation workbook.

    Not Found: Resource Not Found

    The resource you requested does not exist.

  • Hi Emma, it appears that none of the links in your article work for me, either.

    Please re-check permissions to the 4 links, which should be available to Partners. (Anyone posting to this thread *should* have Partner rights, as this post is only listed in the "Partner Community," correct?)

    "Implementation Workbook" linked to community.sagecrm.com/.../14257.aspx actually resolves to community.sagecrm.com/.../default.aspx

    "Project management methodology guide" linked to community.sagecrm.com/.../delivering-value-a-framework-to-help-you-successfully-deliver-sage-crm-projects.aspx also resolves to community.sagecrm.com/.../default.aspx

    "Project objectives template" linked to community.sagecrm.com/.../delivering-value-more-pieces-to-the-framework-to-help-you-successfully-deliver-sage-crm-projects.aspx resolves to community.sagecrm.com/.../default.aspx

    "Sales eLearning course" linked to community.sagecrm.com/.../default.aspx resolves to community.sagecrm.com/.../default.aspx

    So the first three give me the "Not Found: Resource Not Found The resource you requested does not exist." message, and the fourth gives me "Group Not Found The requested Group cannot be found."

    I'm looking forward to reviewing all of this content - it's been something I've been asking for for a really long time!

  • Can you try the links now?  These should all be working correctly.

  • Hi all

    There are currently some performance issues with the Community which will be resolved soon. In the meantime, if you'd like me to email you the workbook, please send me your email address.

    Thanks

    Emma

  • Hi all

    The performance issues have been resolved so you should be able to open all these links now.

    Thanks for your patience.

    Emma

  • I think this is a great starting point for all Sage CRM consultants and partners. The methodology documented here takes you through the proper architecture of an implementation from scoping to execution. All you have to do is take it and make it your own. Thank you Sage CRM team (Emma Cassidy in particular) for taking the time to update this guide.

  • HI

    I am logged in but still unable to download.can you email to stacey@ebsol.com.au  

    thanks

  • Hi Can some help me out to download the Project management methodology guide and e Project objectives template.