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SuiteCRM Discovery Workshop

(3 customer reviews)
$CAD 750.00 plus H.S.T.

Fix your CRM headaches in just one session.

We first start with a SuiteCRM Discovery Meeting. This is a paid consult where we establish the goals of your SuiteCRM project, key design elements and useability requirements. It incudes a 90 minute consult session with our Discovery Workbook. Based on the results and recommendations of the consulting session we’ll be able to give a SuiteCRM design specification and a firm price for any future development or training.  Learn more  below about why a SuiteCRM Discovery Workshop is critical in the CRM design process.

  • CRM pain points identified
  • Migration/upgrade plan
  • User adoption strategy
  • Sales process audit and recommended SuiteCRM configuration
  • Ideas for automation and/or AI implementations
  • 7-day follow-up Q&A

Fix your CRM headaches in just one session. We first start with a SuiteCRM Discovery Meeting. This is a paid consult where we establish the goals of your SuiteCRM project, key design elements and useability requirements. It incudes a 90 minute consult session with our Discovery Workbook. Based on the results and recommendations of the…

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Description

Why a Discovery Session Comes First

Many less experienced agencies rush to provide a proposal without taking the time to understand your business processes, sales goals, and marketing needs. The result? Projects that go over budget, miss deadlines, or simply don’t deliver results.

Our experience has taught us that the only way to accurately plan and price a CRM project is through a thorough business analysis and discovery process.

That’s why we offer a paid SuiteCRM Discovery Session — designed to give you clarity, confidence, and a solid foundation for success.

What You’ll Gain from a Discovery Session

With this session, you’ll know for sure that:

  • Your project is fully specified — no hidden surprises or missing features.
  • Your business goals are clearly defined, with a plan to achieve them.
  • Usability and feature requirements are documented, ensuring the final CRM is the right fit.
  • Your project can be delivered on time and on budget.
  • You get to “test drive” working with us on a smaller engagement before committing to a larger implementation.
  • Redesigns, re-work, and wasted effort are minimized.
  • You walk away with everything you need to make an informed decision about the right proposal and vendor.

Next Step

Book your SuiteCRM Discovery Workshop today. Once purchased, simply provide us with a couple of times that work for you, and we’ll set up a 1:1 consultation.

Whether you use the results to hire us for a full CRM implementation, or simply to get clarity for your internal team, you’ll leave with a clear plan and peace of mind.

3 reviews for SuiteCRM Discovery Workshop

  1. Christopher Swainhart (verified owner) –

    We needed some quick help for our new TV show. Rather than reinvent the wheel we asked Paul Stevens from iGo Sales and Marketing to give us a leg up and help us handle the tens of thousands of GunStuff TV fans. iGo brings years of marketing experience and cutting edge technology to give GunStuff TV a real boost. Thanks iGo!

  2. dwayne –

    I have been working with Paul / IGoSales and marketing for a couple years now and am a huge fan.
    For starters Paul has helped me get my SuiteCRM installation up to date from a much older version to the newest 7X flavor. This was not an easy task. I come from a technical background and am quite versed in web but Paul has a level of expertise that has been invaluable in getting SuiteCRM running properly.
    After we got things running we moved on to processes / automation and the Suite of tools available in SuiteCRM. Here again the team at IGo have broad knowledge and expertise that is helpful in getting our team working more effectively and efficiently. Five Stars for https://igosalesandmarketing.com/

  3. dwayne –

    I forgot to mention! Not only has Paul helped our company with SuiteCRM….he has helped the entire SuiteCRM Community by working to get group emails functioning properly and has made a contribution to the open source project. Hats off to IgoSalesandmarketing.com !!

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FAQs for the Discovery Workshop

What is a SuiteCRM Discovery Workshop?

It’s a focused consulting session where we review your current CRM setup, identify gaps, and map out a clear plan for improvements. You walk away with practical recommendations and a roadmap tailored to your business.

Who should book a Discovery Workshop?

Business owners, sales managers, and IT leaders who want to get more value from SuiteCRM. If you’re frustrated with poor adoption, outdated versions, or disconnected data, this session is for you.

How long does the session take?

The workshop is typically 90 minutes. That’s enough time to dig into your needs while staying efficient and focused.

What do I get after the workshop?

You’ll receive a written summary that includes identified pain points, recommended solutions, and an implementation roadmap. This makes it easy to move forward with clear priorities.

Do I need to prepare anything in advance?

It helps if you have admin access to your CRM and a list of key challenges you want to address. Don’t worry — I’ll guide you through the session to make sure we cover everything. I also provide a detailed workbook prior to the discovery session.

Can you help implement the recommendations?

Yes. Many clients move directly from the Discovery Workshop into an implementation project. The session ensures that the project is scoped properly so there are no surprises.

What if I’m using an older version of SuiteCRM?

That’s no problem. We’ll review your current version and provide a migration plan if an upgrade is the right step.

Is this a one-time cost?

Yes. The Discovery Workshop is a flat fee. If you choose to move forward with implementation, training or customization, that will be quoted separately based on scope.

Contact Us if you’d Like More Information About this Service

Have questions about our services before getting started?

Our team is here to help you understand budgets, timelines, and what kind of results you can expect.

Fill out the form below and one of our specialists will get back to you within one business day.

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