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Implementing SugarCRM by Michael J.R. Whitehead

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Requirement Analysis

In this section we analyze RayDoc’s business and CRM requirements and use this knowledge to create your own CRM requirements worksheet. This will clarify all the theoretical and detailed information discussed till now and give you practical understanding and confidence when you decide the add-on components and customizations you will require.

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 a CRM worksheet:

RayDoc

Choices

Notes

Customer Model

B2B | B2C

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

Revenue Model

Products | Services

RayDoc sells both products ...

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