ConcourseSuite Community Edition
Core Team
Implementation Guide
Welcome to Centric CRM!
The installation, configuration, maintenance and upgrade of Centric CRM is intended to be as simple as possible. However, implementing Centric CRM, like any enterprise-class software, is often a significant task for an organization. Implementation requires management participation, technical staff, and often the help of experienced Centric CRM consultants.
This document is written for the team of people responsible for implementing Centric CRM. The document is broken into roles and phases. In smaller organizations, several roles may be filled by a single individual, while in larger organizations each role may be divided among several people.
This document assumes that organizations implementing Centric CRM may use the services of a Centric CRM Solution Provider.
Features
The Enterprise and Open-Source editions have the exact same feature-set. The Enterprise edition is pre-compiled, includes easy upgrade scripts, and requires a maintenance contract to foster innovation. The Open-Source edition must be compiled and aggressively maintained.
Implementation Roles
Role | Description |
|---|---|
Responsible for mapping business processes and terminology to Centric CRM. The business manager analyzes the organization, constructs flow-charts, determines default Centric CRM values and outlines customizations needed by the organization. | |
Responsible for installing and configuring operating systems, servers, hardware and related CRM software. Additionally responsible for maintenance and disaster recovery plans. | |
Responsible for configuring and setting up Centric CRM based on the needs of management. The customizer is also responsible for implementing customizations. |
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