How to migrate SugarCRM into SuiteCRM?

It depends on your needs. Have you explored SalesForce or Infusionsoft?

Keep it so simple that anyone at your company can understand the process and the steps for using the CRM. If there's no accountability or confusion with the company's process, you'll be one of those companies that says their CRM sucks when it's more a testament of your own internal controls that suck. Here's a sample process: 1. Not everyone you ever talk to is a prospect or worth being in your CRM. Decide with your team the one question you can ask anyone that determines if they're a qualified prospect. This question should speak to the pain point you're solving. For example, if I was trying to sell Expensify to someone I might ask "Do you guys spend alot of time managing expense reports?". If they say "yes" then add them as a prospect and add data on how large the deal might be and if they have a budget to make a purchase. If they say no then add them to a Mailchimp newsletter if they are interested in getting updates. Make sure there's a call to action in the newsletter that would allow you to know if they ever become a prospect. 2. The next step is getting them appropriate information and/or including scheduling a demo to get them interested in using your product. The goal is to get them to a free trial if it's an individual or a small pilot. 3. After a pilot phase you'd want to convert them to a paying customer. The activities at this stage will be more building the relationship and supporting any issues or concerns they have with the pilot. 4. Once a paying customer you want to turn them into evangelists or testimonials or referrals you can use for your site or for press releases. This is an often missed step and significant opportunity. Continual engagement with an already paying customer helps to improve the product but an evangelist for your company is the most valuable asset you have: More customers from referrals without any cost. In conclusion, you're looking to identify where each prospect is in the funnel and know what the next steps are at any given time to move them across the funnel. Prospect > Pilot > Customer > Evangelist (A good service for this in the early stages of your company is StrideApp.com) Creating a follow up task at each stage and with each interaction is critical. Your day should be divided among getting new prospects in the funnel and following up with existing prospects.

Great Question! I see you are not looking to spend too much money on this so my recommendation would be to use free tools that will only cost you the time you take to set them up yourselves. 1. Accommodating contacts (engaged vs not engaged, segmenting, custom fields and flexible reporting). For this I would recommend you use Podio. It is free for up to five users and will let you do all that and more. You can set up your templates with all the fields you want (drag & drop) and they are completely dynamic so you are welcome to change them at any point in time. 2. One Place to See All Interactions. I would use Mandrill (from the makers of Mailchimp) to send and track all mail related interactions. They have webhooks that you can use to create all sorts of custom workflows behind the scenes. Of course this also means you can integrate it with Podio's excellent API to keep all your data in the same place. Eventually you could even code in a workflow that would drip customized your content to subscribers using Mandrill. Essentially removing any need for additional software. Best of luck! And let me know if you have any more questions!

A reseller typically purchases the SaaS at a discounted price and bill their client directly. I've seen reseller discounts range between 10% and 50%. The discount should be competitive with your industry, and allow a reasonable ROI for resellers. The reseller discount is typically for the life of the user otherwise expect resellers to offer their clients a competitor's SaaS. An affiliate or partner program that pays a commission for referring clients creates a direct relationship between your company and the users. In these types of programs, your commission could be a one-time payout upon referral, a recurring % of sale for the first year, or a recurring % of sale for the life of the client.

I've worked with a couple of CRMs; if you are looking for a custom-like solution, I'd recommend Podio. Salesforce has a lot of options, but tends to overwhelm folks who are not familiar with their tool. If I didn't go with Podio, I'd choose HubSpot because of the integration with their other sales and marketing services. I don't know any other details about your venture, so it is hard to offer a tool that will grow with you. I'm happy to discuss more and give you a more detailed answer. Just book a call and we can get rockin' -Shaun