From simple sales and marketing CRM’s to optimise deal flow, to complex 360 solutions integrated throughout your organisation infrastructure. Our CRM Strategy packages are designed to guide your organisation through choosing the right CRM solution, integrating it with existing systems, and automating key workflows. We ensure that your CRM strategy aligns with your business goals and enhances operational efficiency.
Following a structured process involving discovery workshops, requirement mapping, vendor evaluations, integration planning, automation setup, and a comprehensive roadmap for CRM implementation. We uncover and create a tailored strategy to meet your business's size, complexity, and specific needs. The report will include an analysis of your current system, key features required, vendor comparisons, automation opportunities, and an implementation roadmap.
You will receive a detailed report strategic and implementation plan for CRM project. Equipping your organisation to select and successfully implement your new CRM. Minimising disruption and moving quickly to streamlined workflows, increasing user data and insights, and prenasalised automations and communications.
Discovery Phase
Strategy
Discovery Workshop, Stakeholder Interviews & CRM Requirement Mapping
Vendor Comparison, Reccomendation & Integration Planning
Automation, Rules & Logic Set-up
CRM Implementation Roadmap
Training, Adoption & Change Management Strategy
