CRM Healthcheck Workshop

I've just bought the CRM Healthcheck Workshop through SugarOutfitters, what happens next?

We’ll be immediately in touch to schedule the kick-off call.

Who would benefit from a CRM Healthcheck?

• Organisations utilising only a fraction of their CRM's functionality, seeking guidance on unlocking its full potential to drive greater value.
• Businesses experiencing suboptimal user adoption rates, seeking insights and strategies to enhance engagement and utilisation.
• Entities grappling with misaligned processes within their CRM system, necessitating a review and realignment to ensure operational efficiency.
• Companies facing discrepancies between their data model and actual data management practices, requiring assessment and refinement for improved data integrity.
• Enterprises undergoing or planning significant business changes, seeking a comprehensive understanding of their CRM's current state to inform strategic decisions.
• Professionals assuming responsibility for CRM administrator and seeking to revitalise the solution to better meet evolving business needs.
• Organisations confronting discrepancies between their CRM setup and current business requirements, necessitating alignment to ensure continued relevance and effectiveness.
• Organisations inheriting a CRM setup from previous specialists and questioning its suitability for present-day business operations.

What are the main benefits of a CRM Healthcheck?

• Engage seasoned Sugar experts who meticulously review key facets of your CRM system, offering tailored recommendations to address existing issues and strategise for future enhancements.
• Leverage the expertise of our consultants to optimise your utilisation of the Sugar solution, thereby maximising the return on your investment.
• Gain insights into process automation opportunities, fostering efficiency gains, and bolstering a culture of structure and governance in your CRM processes.
• Performance Optimisation: Identify and address any performance bottlenecks or inefficiencies within your CRM system, ensuring smooth operations and enhancing user experience.
• User Adoption Enhancement: Receive recommendations on user training and adoption strategies to maximise user engagement and ensure optimal utilisation of the CRM system across your organisation.

Is this done on-site or remotely?

This is typically done remotely, via Zoom.

What happens after our report is delivered?

Our report will contain recommendations and next steps for how you can achieve your goals. Every customer is different.

If you wish to engage in future service with Sugabyte (training, system configuration changes, custom development etc.) you can be introduced to our professional services team. This is of course, optional.

I already have a Sugar Partner, can I still use this service?

Absolutely. You can use numerous SugarCRM specialists for various activities and expertise around the globe.

Do we need to give you access to our Sugar instance?

No, this is not required as we typically ask you to share your screen during the Zoom sessions. However, it can help us understand your system setup better if you’re willing to provide access.

Do we need to sign an NDA?

Yes, this is our standard practice and ensures that you’re legally protected when sharing data or information about your company and processes.

Who should be involved in the workshop?

CRM Administrators: These individuals are responsible for managing and maintaining the CRM system on a day-to-day basis. Their insights into system configuration, user management, and data administration are invaluable during the workshop.

Key Users: Representatives from different departments or teams who actively use the CRM system should participate. Their firsthand experience with the system can provide valuable feedback on usability, functionality, and alignment with business processes.

Sales and Marketing Teams: Since CRM systems are often used extensively by sales and marketing teams, including representatives from these departments ensures that their specific needs and requirements are addressed during the workshop.

Executive Sponsorship: Having a senior executive or sponsor from the organization involved in the workshop can provide strategic guidance, align priorities with business objectives, and ensure buy-in and support for proposed recommendations.