One of the greatest threats to a successfull CRM implementation is stakeholder commitment. Most companies operate in silos to some extent and each silo looks at the CRM problem differently.
One of the most significant differentiators of ISM is our ability to get the right people in the room and get agreement on what needs to happen to make their CRM project work – even when they don’t like each other.
CRM Project Initiation
½ day Planning Workshop to establish stakeholder commitment and CRM project priorities
More Info
Email us, call us, or complete the form on the right to schedule your workshop today!
- ½ day Planning Workshop to establish stakeholder commitment and CRM project priorities
- Includes Tipping Point Change Orientation
- Deliverables include a Preliminary Budget and Summary of Priorities
- Sales
- Customer Service
- Business Executives/ Managers.
- Anyone in your organization that sees the value in improving the
way work gets done and looking for tools to make it easier for the
right people to do the right work.
Define Your CRM Goals
1 day workshop focused on People, Process, and Technology Assessment. Includes modeling one (1) current “IS” process and identifying improvements
More Info
Email us, call us, or complete the form on the right to schedule your workshop today!
- 1 day workshop focused on People, Process, and Technology Assessment
- Focuses on modeling (1) current “IS” process and identifying improvements
- Includes Tipping Point Change Simulation Exercise
- Includes 1/2 day for documentation and deliverables
- Deliverables include an Estimated Implementation Plan and Process Documentation
- Sales
- Customer Service
- Business Executives/ Managers.
- Anyone in your organization that sees the value in improving the
way work gets done and looking for tools to make it easier for the
right people to do the right work.
Refine Your CRM Processes
2 day workshop focused on People, Process, and Technology Assessment. Includes modeling 2-3 current “IS” processes and identifying improvements.
More Info
Email us, call us, or complete the form on the right to schedule your workshop today!
- 2 day workshop focused on People, Process, and Technology Assessment
- Focuses on modeling (2-3) current “IS” processes and identifying improvements
- Includes Tipping Point Change Simulation Exercise
- Includes 1 day for documentation and deliverables
- Deliverables include an Estimated Implementation Plan and CRM Roadmap
- Sales
- Customer Service
- Business Executives/ Managers.
- Anyone in your organization that sees the value in improving the
way work gets done and looking for tools to make it easier for the
right people to do the right work.