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 Workshops

Why CRM fails video

Explore Your CRM Needs

½ day Planning Workshop to establish stakeholder commitment and CRM project priorities

 

Process Modeling Video

Define Your CRM Goals

1 day workshop focused on People, Process, and Technology Assessment. Includes modeling one (1) current “IS” process and identifying improvements

Data Integration Video

Refine Your CRM Processes

# 2 day workshop focused on People, Process, and Technology Assessment. Includes modeling 2-3 current “IS” processes and identifying improvements.

What's a Business Case?

A Business Case is the starting point for anyone thinking about a new CRM project. It is a document that defines:

1. The expected outcomes of a new CRM initiative

2. Obstacles to success

3. Your CRM success methodology

4. Project roles for the company and its CRM vendor(s)

5. A preliminary budget and ROI estimate

6. A preliminary timeline for the CRM project


Most companies walk to new CRM projects unprepared.
A good Business Case ensures that you will not. Give us 40 minutes and we will build your entire Business Case for you at no charge. Call us today at 1-877-553-0485.

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Hard Sell Policy
What will happen after
I fill out this form?

Here is what you can expect when you contact us:


1. You will immediately receive a sample Business Case sent to the email address you provide.

2. You will receive a courtesy call from a knowledgeable sales person.

3. You can expect to receive our monthly newsletter featuring free CRM advice and resources that you can opt out from at any time.

We will never sell or provide any other company with your personal information – ever.