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FayeBSG Sugar Jump Start PackagesugarcrmLogoWhiteBackground

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The Jump Start package is designed to accelerate your Sugar implementation. You will work with the Faye Business Systems Group Professional Services team to help with initial set up and congurations.


This package is designed for Sugar Administrators. The Introduction and Overview may also benefit a team leader, executive sponsor, or internal trainer. To get the greatest benefit from the Jump Start, we request that all sessions be completed within 30 days of the first session.

Key Benefits:

Through hands-on training and coaching, delivered remotely, our team will help you understand and use the features and administrator tools required for immediate and future success with Sugar. You will more easily be able to manage your Sugar instance as well as support existing and future Sugar users in your organization.

The Jump Start Package includes the following:

Discovery Session

  • Review your overall business and CRM objectives
  • Determine basic set-up requirements
  • Identify the content/scope of your three working sessions

Three Working Sessions

Our team will coach you through how to use and administer Sugar, and will explain best practices for software setup. Topics discussed may include the following:

  • Setting up users, teams, and roles
  • Email set-up
  • Guided import
  • Creating fields and changing layouts in Studio
  • Using Module Builder
  • Managing workflows
  • Creating basic reports

Wrap-up & Next Steps

  • Summary of work completed
  • Recommendations to achieve future objectives
  • Helpful links, contacts and resources

Please note that this package does not include the following:

  • Updates to existing transactions in the production system
  • Customizations beyond Studio, Module Builder, Dropdown Editor, and Workflow
  • Data migration or basic data imports
  • Installation of Sugar or any supporting third-party software

Download the Jump Start Data Sheet PDFs here:

FayeBSG Jump Start Data Sheet
FayeBSG Jump Start Lite Data Sheet
FayeBSG Jump Start Enterprise Data Sheet

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