CRM - Have you asked your CUSTOMERS - What they want?

A Key to CRM Success - is THE CUSTOMER 

As part of your CX strategy & plan, you should reach out to your customers

I Say this because many companies implementing CRM don't.....

Ask them

• What can we do better?
• What should be easier?
• What should we do- that we don't today?
• What is your preferred communication method?

So, as part of how you build and configuration of your SugarCRM deployment - make sure you ask your customers what they want.

It is recommended that you ask some of your best customers AND ask some of the cranky ones too - you are bound to learn A LOT especially from the grumpy ones.

This feedback will enable you to really focus on making your clients happier - by serving them the way they want to be served.