CRM Workshops

Before undertaking a CRM implementation project, it’s important to be prepared. We offer a range of workshops and consultancy based services to ensure you understand what’s involved and that your business is ready, this not only helps increase adoption of CRM solutions, but enables you to maximise your ROI.

Scoping Workshop – FREE

During this workshop, you’ll learn about the elements involved with successful CRM implementations, and how much effort is involved in each. You’ll gain a high-level understanding of scoping, why it is important to deploy CRM in phases, and how to create a minimum viable phase (MVP).


Readiness Workshop – £375

Our CRM Readiness Workshop helps you understand the critical success factors when implementing CRM. At the end of the workshop, you will not only understand what is involved, but you’ll be well on your way to developing a change strategy.


Discovery Workshop – £1,500

Building on the CRM Scoping Workshop, the CRM Discovery Workshop takes a more in-depth look at your business. We’ll help you map your customer journeys and business processes, and facilitate an exercise to scope the effort involved so you can budget more accurately. At the end of the workshop, you’ll receive a document that acts as a blueprint for your CRM implementation project. For a small investment upfront, you can minimise the chance of nasty surprises later on in the CRM initiative.