Installation and Training Service for SuiteCRM

SuiteCRM is a renowned CRM software solution globally, equipped with numerous features and utilities to help users manage customer relationships comprehensively and accurately, optimizing costs and enhancing processes.

With the installation and training service for SuiteCRM usage, LONGPHAT CRM plays the following roles:

1. Installing the latest version of SuiteCRM software on the customer’s server. You can download it here: Download SuiteCRM software

2. Cost and warranty for the installation and training package for SuiteCRM:

Package cost: 10,000 USD (including VAT)
The software is installed on the customer’s server: Customers permanently own the software, with no limit on the number of users.
Free 12-month warranty: Source code updates if any occur, free updates to new versions.

3. User guidance for 1-2 sessions (2 hours per session) in using the software with various feature groups:

• Session 1: Sales Guidance

  • Managing potential customers (Leads)
  • Managing company customers (Accounts)
  • Managing contacts
  • Managing sales opportunities
  • Managing care activities (calls, meetings, events, emails, notes)
    Q&A

• Session 1 (continued): Continued Sales Guidance

  • Managing quotations
  • Managing contracts
  • Managing invoices
    Q&A

• Session 2: Marketing Guidance

  • Importing target customers from Excel files
  • Creating and sending email marketing campaigns (bulk emails)
  • Creating customer survey campaigns
  • Viewing statistical reports on campaigns after sending (how many emails sent, who read them, read date and time, how many times read)
  • Q&A

• Session 2 (continued): IT Guidance

  • User initialization guidance
  • Permissions allocation for employees: What data each person can see
  • Permissions allocation for department heads: What data each department can see, and department heads can view their department’s data
  • Permissions allocation for the board: Full data access
  • Q&A

Notes for the SuiteCRM installation and training package:

• The above cost applies only to customers within Ho Chi Minh City. For customers in suburban districts or other provinces, please contact us for specific costs.
• The above cost does not include hardware costs or related equipment (if any).
• The above cost may vary depending on the timing.