CRM Audit

Over 60% of CRM implementations fail.  Our SugarCRM Audit is a great way to get a second opinion.

Our SugarCRM Audit is a simple approach to review your existing CRM implementation.  We will take a non-biased view at how your system has been configured, rolled out and managed to see where opportunities improvement exist.  You can’t go back and change what happened in the past but we can help you look to the future to find ways to enhance the way your system works for you.

If you’re finding yourself asking these questions, then it’s time for a SugarCRM Audit

  • Why doesn’t my staff want to use our CRM?
  • Am I using the right CRM Software for my business?
  • How can I get more out of my current CRM?
  • Is my staff using our CRM the right way?
  • Are there integrations that could help tie my systems together?
  • Did we train our staff the right way?

No matter what your concern might be, we’re happy to talk to you about some of the options you have available to you.  You don’t need to waste away any of the investment you’ve already spent on your CRM system.  Most of the time it takes a few tweaks to an existing system, process and training to get the right mix and success.

Reach Us

We'd love to hear from you.  Get in touch with us.

#301 - 1235 26th Ave SE
Calgary, AB T2G 1R7

422 Richards St, Suite 170
Vancouver, BC V6B 2Z4

+1 403-770-9238
+1 604-210-4022