CRM Workshop

Customer Relationship Management Insights Workshops 

Helping you get the most out of your investment in CRM

Why you Might Benefit from A CRM Insights Workshop

At CRM Insights we help people who are:

  1. Just getting started with CRM;
  2. Seeking to improve business processes and performance through CRM;
  3. Looking to optimise, integrate or even change an existing CRM product.

In all cases, it’s critical that you know what you’re getting into up-front.

If you’re in the first group, it’s all too easy to fall into the trap of action. For example, to sign-up to a free trial, then before you know it, you’ve stumbled into a big business change project without any foreplanning.

If you’re in the second group, you may be seeking to improve business performance and have decided CRM is the answer, yet you might not have clearly defined the business challenge – the question that you’re trying to answer with CRM.

And if you’re in the third group, you’re perhaps frustrated with your current system – or its poor adoption – and feel like you should just chuck it out and start over with something new. Yet it could be that a small tweak to what you’ve already got or to what you’re already doing is all that’s needed to avoid a big investment.

Or perhaps you’re quite happy with your current CRM solution. However, you’ve not yet explored how it can be integrated with the other systems that you’re using to optimise business processes.

For all these different scenarios we provide our CRM Insights Workshop, tailored to your specific needs, and designed to get you unstuck. The core aim of a CRM Insights Workshop is to enable you make an informed decision as to whether you should – or should not – invest further in your CRM project. 

What Should you Expect?

Each CRM Insights Workshop is led by one of our senior consultants. They're normally completed within a single day, although in some cases we plan for a multi-day workshop. The format is a series of sessions, typically around 90-minutes each in duration. We advise you invite as many stakeholders as are relevant to each session. The more input, the merrier. 

The exact content of each CRM Insights Workshop is tailored to the needs of your business. We determine those needs through an initial consultation call. The topics covered usually include:

  • Understanding the current environment – people, processes, and technologies.
  • Exploring the business process and/or technology problems – whether they be problems to overcome or opportunities to realise.
  • Developing an understanding of the potential project benefits (and any disbenefits).
  • Valuing those benefits and contrasting against likely project costs.
  • Clarifying what success looks like.

What are the Outputs and Outcomes?

The primary aim of a CRM Insights Workshop is to arm you with the information you need to make an informed decision as to whether to invest further in CRM. The workshop provides a way for you to reach this understanding without having to make a big investment.

We’ll present our findings in a short report, containing some of the following:

  • Your business processes presented in a diagrammatic form (e.g. flow and swimlane diagrams) where appropriate.
  • The features your business requires from the CRM.
  • Relative importance of features, based on ease of deployment and business benefit (including return on investment).
  • Project phasing, acknowledging that not all features need to be available at launch.
  • Scoping of each work item, including an expected duration.
  • Costings and budget estimates.

What's the cost?

Whilst the workshop itself is typically delivered in a single day, there's an amount of preparatory work, and post workshop write up that needs to be done. The exact amount will be dependent upon your business and its circumstances, but typically it's around 6 days.

In order to determine the right fee for your needs, we invite you to schedule a no obligation consultation call with one of our CRM experts. During this call the consultant will gain an understanding of your business and your needs, from which they'll be able to determine a tailored fee.

The CRM Insights Workshop is a discrete engagement, and there is never an expectation or required commitment beyond delivery of the workshop. After all, we might come to the conclusion that further investment is not necessary or justifiable!

Why workSHOP with us?

At CRM Insights our ethos is to be your trusted CRM consultants. By that we mean that we promise to tell you what you need to hear, even if it’s not always what you want to hear!

We’re vendor agnostic, with the vast majority of our clients using Workbooks CRM or Microsoft Dynamics CRM.

Our team of Customer Relationship Management consultants collectively has over 70 years experience in helping SME’s to be successful with CRM. We’ve helped businesses with 5 members of staff through to more than 500 staff. You can see more about the projects that we've delivered here

If you're considering a CRM Insights Workshop, then take a look below at what other people like you have said about their experiences in a CRM Insights Workshop...

Peta Bean

Stonegate Precision Tooling

In the workshop we dug into what data was needed and why. Then we explored the many ways this data could be turned into useful information. Whilst everyone’s heads were blown by the end of the day, it provided a great basis from which to move forward.

Laura Wilson


This was one of the most draining experiences I’ve ever been through. Being challenged on why the things I’d done for 15+ years were being done that way.

It was great though!

We could clearly see where the holes were, and I could see why people struggled to understand my interpretation of processes. You’ve got to be open to challenge. When you get through it, the resultant system stands you in good stead for the future..

Adrian Oates

Nene Park trust

I learned that it’s so much more than just buying a bit of software - it’s different ways of working!

For the CRM system to become part of our daily routine, we will need people to be brought into the whole concept. To undergo business process change, and to provide training.

CRM Insights made it so much easier to look through the different options. We really appreciated the way they weren’t trying to sell a system and shoehorn our requirements into it.

Don't wait until it's too late!

Ensure your investment in CRM is maximised rather than wasted. Click the button below to schedule a free consultation with one of our customer relationship management consultants. They can help you determine if a workshop is right for you and your business.