Unlock the Full Potential of Your CRM Strategy
In today’s competitive landscape, having a CRM system isn’t enough—you need a capable, scalable, and high-performing CRM strategy. This hands-on workshop will guide you and your leadership team through a comprehensive CRM capability assessment to identify gaps, optimise processes, and develop a CRM maturity roadmap.
Using globally recognised frameworks from Accenture, EY, and Gartner, combined with real-world expertise, this workshop equips you with the insights, tools, and strategies to take your CRM initiatives to the next level.
Who Should Attend?
This workshop is ideal for:
✅ Customer Service & Support Leaders – Looking to enhance customer satisfaction and service efficiency.
✅ Marketing & Sales Executives – Seeking better alignment between CRM, lead management, and customer insights.
✅ IT & CRM System Managers – Responsible for implementing and optimising CRM platforms.
✅ Business Analysts & Consultants – Interested in CRM transformation strategies for client organisations.
If your role involves CRM implementation, strategy, or optimisation, this workshop is designed for you!
What You’ll Learn
By the end of this workshop, you will:
✔ Understand CRM Capability Models – Learn how top enterprises assess and enhance their CRM effectiveness.
✔ Evaluate Your CRM Strengths & Gaps – Conduct a structured assessment to pinpoint weaknesses and opportunities.
✔ Determine Your CRM Maturity Level – Identify whether your CRM is foundational, developing, or optimised.
✔ Build a CRM Capability Roadmap – Develop a strategic action plan to improve CRM performance and adoption.
✔ Explore Best Practices & Case Studies – Gain insights from real-world examples and proven methodologies.
Workshop Structure
This three-session workshop follows a structured, results-driven approach:
Session 1: CRM Capability & Maturity Assessment
📌 Introduction to CRM maturity models and evaluation frameworks.
📌 Benchmarking your CRM against industry best practices.
📌 Identifying key capability areas: People, Processes, and Technology.
Session 2: Gap Analysis & Strategic Planning
📌 Analysing CRM performance gaps and limitations.
📌 Reviewing successful CRM transformations in similar industries.
📌 Designing an initial CRM capability roadmap.
Session 3: Roadmap Development & Action Plan
📌 Finalising a tailored CRM enhancement plan for your organisation.
📌 Creating an implementation and monitoring strategy.
📌 Q&A, real-world case studies, and expert recommendations.
Why Attend This Workshop?
✅ Global Best Practices – We leverage expertise from Accenture, EY, and Gartner models to ensure a world-class CRM assessment approach.
✅ Practical & Customised Approach – You’ll work on your own CRM framework throughout the sessions, ensuring actionable outcomes.
✅ Expert-Led, Hands-On Learning – Led by top-tier CRM consultants with years of real-world CRM transformation experience.
Workshop Details
📅 Duration: 3 Sessions (3 Hours Each)
💰 Investment: Custom pricing based on organisation size & needs
📍 Format: Online / Onsite (based on preference)
How to Register
🔹 Fill out the registration form below:
FAQs
🟢 Is this workshop suitable for small businesses?
Yes! The frameworks apply to businesses of all sizes.
🟢 Can we customise the content for our organisation?
Absolutely! We tailor the session based on your specific CRM setup and challenges.
🟢 Do you provide post-workshop support?
Yes! You’ll receive a CRM assessment report and action plan along with optional follow-up consulting.
Success Stories & Case Studies
Join a growing list of organisations that have transformed their CRM capabilities through this workshop. Gain real-world insights from top-performing businesses that have optimised their CRM strategies and driven measurable results.
📢 Ready to take your CRM to the next level? Register today!
