New to Sugar and looking for a kick in the right direction

[RJS]

Hi

I'm looking around for a CRM solution to cover some fairly basic sales requirements. Time and time again I've come across sugar but never really spent anytime looking at, until now.

I work for a magazine publisher in the UK and need a solution for our sales teams (both staff and managers)

After a good look at the documentation and the community edition and a brief play on the Pro version I have a few questions and products, campaigns and ordering as I feel these are where my requirements are not catered for.

I see a "Campaign" as a sales period for a specific publication (e.g. January 2009 edition of magazine 1) where you can set a financial target and (with the pro version) assign a team to it. But we target individuals as well as teams with finical targets to achieve, and then I need to report on it in a number of ways.

Products. The basis seems to that a product is a single item with a value (like a TV or a Carrot). Our products fall into a number of publication groups, each group having it's own frequency of print (Magazine 1, Issue 2, date = January 2009) (there is also info extra information such as pagination but this could be held with in the campaign section?)

Orders. We need to sell an advert size/type or against a product and the value attached to that to be tracked by the campaign for reporting.

My question is, as I don't have a great deal of knowledge about the module creating and editing side of the product, how many miles away from where I want to be is the application, and who should i talk to/or read/ or do to move on?

Thanks in advance

Rob

[mvngti]

Rob, my honest advice would be that you are on the right track.
I think everything you are describing can be achieved with a bit of customization and module building.

I would advise you to keep hacking at it with community edition until you feel comfortable enough to try and build your production system or contract someone to help you build the modules.
You can have a look at the DEV manual here as a start:
http://developers.sugarcrm.com/docs/...e_5.1-toc.html

What you are looking for can definitely be done.

[RajVel]

Dear Rob

Good Day. we can give you the best and right solutions.Please drop an email to

cicom-sugarcrmsolutions@live.com
201-256-6535
skype: ci.com-rajvel


We work closely with the client to ensure the right and the best solutions in the real time