CRM Healthcheck Workshop – my experience with a recent customer

How can a CRM Health Check help your business? We recently completed a CRM Health Check with a manufacturing customer using SugarCRM and want to provide a run-through of the process and findings with you all so that you can get a feel for the day itself and the preparation leading up to this including what happens after the Health Check. 

Pre Workshop

Once the CRM Health Check was purchased, the first step was to have a call (over Zoom) with the key people in the business, in this case this was the CRM system administrator and the heads of Sales and Marketing. The call was to ascertain at a high level what the business does, what are the main uses of Sugar and what are the key pain points they have already identified.

“It’s important to send a bespoke survey because a generic one will be difficult in uncovering feedback that will assist us in disocovering what changes can make large impacts.”

Following the initial call, we curated a survey to all key users of Sugar. The customer opted for us to send this out, it was deduced that if the responses were sent to us directly being external from the business we’d hope to receive accurate and honest feedback, having this honest feedback is invaluable to ensuring that the key areas of discussion on the upcoming workshop day are not only relevant but that any areas identified for improvement are acknowledged by the users that are actually using Sugar for their day to day work. 

Example snipped of our survey, crafted specifically for our customer:

Upon receiving the questionnaire responses, we compiled the results into a readable data format and with the feedback given from the questionnaire and the original kick-off call we then compiled an agenda for the following Health Check workshop day. This ensures that we cover all relevant points specific to this customer.

The key pain points/areas to improve that we identified for the Agenda for our manufacturing customer were; inventory management, supply chain management, extended customer lifecycle and how to boost customer satisfaction. 

Day of Workshop

Based on the agenda we discussed at length all pain points and areas for improvement and what can be done to improve these, the options range from simple field creations/changes and layout updates to building custom modules, building automated flows to take care of the menial logical tasks/processes and setting reminders for users to ensure items aren’t forgotten to discussing integrating ERP systems. We also detailed plans on how to ensure that Sugar can be the main source of truth the use of custom dashboards per user group which allows each team to plan their days, see their current work, track processes and boost productivity, user adoption and ultimately customer satisfaction.

ERP Integration

We also proposed the exploration of Sales-i as one of the easiest ways to present “what have I sold you?”, “what haven’t I sold you?” and “what can I sell you?” with their ERP to Sugar integration solution. They were impressed with the detailed knowledge that their sales team can get, at-a-glance, when reviewing their accounts.

Post Workshop

All of the information gathered and improvements discussed were then provided to the customer via an Audit Report this will clearly illustrate all key points discussed along with the feedback and include a roadmap to start the journey of improving their CRM.

Is your SugarCRM project meeting expectations?
If you think you would benefit from discovering the untapped possibilities within your SugarCRM system with our tailored SugarCRM Health Check, please follow this link:

Chloe is Sugabytes Customer Success Manager. Ensuring our existing customers of Sugabyte continue to be successful using SugarCRM.