This session showcases some of our favorite customizations utilizing the developer tools available to Sugar administrators. Your key take-away: real use case scenarios and the solutions to put them into action with workflows and studio, including calculated and dependent value fields.

1. SUGAR U TRACK
Top 10 “No Code Required”
Customizations

2. Kim Miller
Professional Services Consultant
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3. Agenda
 Customer Background
 Discuss and Demonstrate the Top “No Code
Required” Customizations
 Additional Resources
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4. Customer Background
 New to CRM
User Adoption
Ease of Use
 Want to track and report on different customer types
and products
Custom and dependent fields
 Need to cut down on manual business
processes/follow-up
Workflow
 Want to cut back on sales rep manual processes
Calculated fields
Workflows
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5. Customization #1: Rename Modules
 Issue
Employee is new to CRM and resistant to change
 Resolution
Rename modules to match their current terminology
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6. Customization #2: Dependent Fields for
“Customer Type”
 Issue
Cluttered Account Record Form - collects 3 different sets of
data for each customer type
 Resolution
Create Custom/Dependent Fields – Fields that display in
account record are dependent on which “Customer type” is
chosen
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7. Customization #3: Rollup Sum of Closed Won
Opportunities
 Issue
Unable to view the sum of opportunities for an account
unless they run a report
 Resolution
Create a calculated rollup sum field that takes all closed
won opportunities for an account and sums them up to
display the grand total in the account record
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8. Customization #4: Custom Contact Role
Dropdown within an Opportunity
 Issue
A contact for an account may play a different role in each
opportunity with that account – they need to show this using
their own custom roles for contacts
 Resolution
Edit Dropdown - Contact Role within an Opportunity
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9. Customization #5: Workflows to Automate
Notifications and Alerts for Quotes
 Issue
Management unable to manage the quality of quotes being
sent to customers by sales reps
 Resolution
Workflow to automate notifications and alerts to
management
Email sent to management when quote approval required
Email sent to sales rep once the quote is approved by
management
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10. Customization #6: Sum Multiple Product
Amounts in an Opportunity
 Issue
Customer can sell several products within one opportunity
and is unable to track the specific amount for each product
 Resolution
Create custom fields for various product amounts in an
opportunity and then rollup the sum up these amounts for a
total opportunity amount
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11. Customization #7: Custom iFrame field to
Show Account address in Google Maps
 Issue
Sales reps in field calling on accounts throughout the day
 Resolution
Set up Google maps to display account address in Sugar
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12. Customization #8-9: Workflows to Automate
Notifications and Alerts for Opportunities
 Issue
Disconnect between sales management, sales team and
sales operations
 Resolution
Workflow to automate notifications and alerts to
management and operations
Email sent to management when a sales stage hasn’t changed
for “10” days (Opportunities)
Closed won opportunity triggers a task to be created and
assigned to the sales operations team
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13. Customization #10: Workflow to Notify
Customer when Product Ships
 Issue
Final sales and shipment of product not getting
communicated to customer
 Resolution
Notify customer when their product has shipped
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14. Summary of Top 10 “No Code Required”
Customizations
1. Rename modules
2. Dependent Fields for “Customer Type”
3. Rollup Sum Field of closed won opportunities
4. Edit “Contact Role” drop-down for an Opportunity
5. Workflow Alerts for Quote Approval
6. Sum Field for multiple product amounts in an
opportunity
7. iFrame Field to display Google Map in Sugar
8. Workflow Alerts for opportunity sales stage follow-up
9. Workflow Action for closed opportunity follow-up
10. Workflow Alert to contact in Sugar
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15. Additional Resources
 Support & Training
How Do I … Administer & Configure
 Documentation
Sugar Administration Guide > Developer Tools
 Professional Services Packages
Admin Coaching
Jumpstart
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