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.
- 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