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Implementing SugarCRM 5.x by Michael Whitehead, Angel Magaña

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Requirement analysis

In this section, we will analyze RayDoc's business and CRM requirements. The knowledge we obtain from this analysis will be used to create your own CRM requirements worksheet. This exercise will help clarify the theoretical and detailed information we have discussed up to this point. It will also give you a better understanding of the processes involved in planning your customizations.

RayDoc CRM requirements

We begin with the analysis of the RayDoc business and its CRM requirements.

To capture RayDoc's CRM needs, we will use the following CRM worksheet:

RayDoc

Choices

Notes

Customer model

B2B or B2C

RayDoc sells to both businesses and consumers, so it will want to track both accounts and contacts in its CRM.

Revenue ...

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