CRM Requirements Workshops

During a CRM Requirements Workshop, we will liaise with your team to help understand what they need from a new Sugar solution. We will look at things from various perspective – people, process, technology, product range, pricing strategy and get to the heart of your sales, marketing and customer service processes.

We will:

  • Visit your site
  • Run a series of workshops with various team members
  • Document the results
  • Provide a detailed proposal of options and recommendations
  • Provide costs and timelines for implementation


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