Having looked at the documentation, it strikes me that it is very focused on how to use the program itself, but not in context of business or workflow.
For instance, I can’t see what sequence (and terminology) SuiteCRM assigns to the sales process. Does it go contact > lead > opportunity > quote whilst logging meetings and contact knowledge along the way? Can a secretary push in a note from a customer call so it’s picked up by sales or even the specific account handler? I can’t tell a sales rep that this button does this and that button does that - I need to put such instructions in context of how they work so they have a frame of reference to hang up that data - that also helps with getting them mobile via QuickCRM…
Once we have a quote converted in an order, can I feed this into a team that processes these orders? That’s the next workflow: acting on orders. Our structure means upfront payment, so that would be checked first but then there is some manual as well as automated effort to be triggered.
What would an operator do with a support request? Is there a ticketing and resolution workflow, or does that need a process leading to something like OTRS?
Next, completed orders need to come out into a billing and accounting workstream. Given the VAT complications I reckon that will need at some point an interface with some accounting setup - I hope I can avoid Sage because that needs Windows…
So, workflow based instructions would be cool :).