Full SugarCRM & CX Functional Audit by qualified business analysts

By conducting a thorough review covering these areas, companies can identify strengths, weaknesses, and opportunities for improvement in their CRM systems, ultimately optimising their use and maximising their benefits.

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Sales & Customer Experience Functional overview

redk Sales & Customer Experience Consultant aligned with the Audit team to map processes at a high level and anticipate future requirements.

A SugarCRM & CX review evaluates:

  • Alignment with business objectives
  • Data quality and security
  • User adoption and training
  • Customisation and configuration
  • Integration capabilities
  • Reporting and analytics features
  • Workflow and automation options
  • Customer experience enhancements

Full documentation of the above including recommendations for enhancements either technical or functional.

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