Our years of experience in working with customers across different industries has shown that CRM solutions never end with the initial implementation, they have to keep evolving around the businesses changing strategies and requirements. It doesn’t matter when you deployed your Sugar at your business, a health check is beneficial at any point during the CRM journey.
We aim for your organisation to see success in your CRM project and strive to deliver an exceptional tailored fix to any of your current challenges.
During this health check, we will review your
- pain points, obstacles and goals
- internal processes and business strategy
- end-user experience
- data quality
- and any challenges you require our assistance with in resolving
And provide suggestions
- for better user adoption
- to simplify tasks for efficient working
- for a 360° view to provide all data at the users’ fingertips
- to align your CRM to your business processes
- implement further automation to help deliver ROI targets and allow your staff to focus on what they do best
We recommend that key stakeholders such as senior management members as well as CRM admins and end-users participate during these workshops and share their requirements and feedback their current CRM experience. A combination of this will help us understand the systems health from all angles.
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The health check will start with a set of key questions to ascertain areas for improvement. These key items are
- User groups who use the system, what their usage intention is and if these are being fulfilled
- User groups collaborating seamlessly with the required cross-department insight into your customer data
- Users relying on other solutions to complete their daily tasks, if there is a lack in system know-how, if users adhere to given business processes
- Users showing resistance to adopt the solution and identifying causes for this
- Target ROI and if this has been met, where monetary improvements can be made
- Are all areas and functions of Sugar being used to its fullest
- Analysis of data quality, such as data completion and duplication
During the first part of this session we’ll be reviewing these key items and identify areas of improvement. These will then be followed up with our suggestions based on our vast know-how on CRM implementation across various industries. Dependant on these suggestions, an action plan will be designed for you with time-scales of completion in which we will offer our assistance to put these items into movement.