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Loaded’s services cover the complete CRM journey, from defining a CRM strategy to ongoing support of the CRM solution. We use SugarCRM as the foundation of our CRM solutions. We value Sugar’s ease of use, flexibility and value, and its extensive functionality across sales, marketing and service.
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As expert SugarCRM consultants, we collaborate with our clients to understand their business needs and translate those into effective, extensible CRM solutions. We take advantage of Sugar’s extensive out-of-the-box functionality and customisation framework. We understand CRM best practices and utilise rigorous project management techniques to underpin the ROI on your CRM investment.
One of the key reasons for implementing a CRM is to achieve a single view of your customers. A key step to achieving this goal is to integrate the CRM with third party systems used by your business. SugarCRM’s open architecture means integrations are seamless and straightforward.
Sometimes things just don’t work out. When existing SugarCRM customers move to Loaded, it’s usually because they aren’t realising the CRM outcomes they had hoped for, and so choose to change SugarCRM partner. When this happens, our first step is to conduct a SugarCRM Audit. We do a deep dive into how your organisation uses Sugar today, note functional gaps and issues, conduct a technical audit, and identify quick wins to get you back on track.
Initial and ongoing training, coaching and skill building are key to driving CRM user adoption. Loaded’s SugarCRM consultants deliver tailored training programs that meet the specific needs of each client. This includes: user training, train-the-trainer and administrator training, as well as onsite coaching programs. We also deliver structured transition programs to client’s internal application support teams, once a phase of work is complete.
Loaded has extensive experience and expertise in data migration, including the tools and methodologies best used to manage a range of data migration scenarios.
Once your CRM solution is implemented, you’ll need a SugarCRM partner you can trust to respond to any issues you face, so you can focus on getting back to business.
SugarCRM offers flexible hosting options – on the Sugar Cloud, a private cloud or on premise. We can help you find the hosting solution that best fits your needs.
SugarCRM's partner ecosystem contains a rich collection of software applications that bring innovation and extended functionality to the platform.
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