Aligning Your Business Processes for Seamless CRM Implementation
CRM Discovery Workshop
A CRM Discovery Workshop is the first step toward transforming your business with Zoho CRM. This interactive session brings together your key stakeholders to map workflows, uncover opportunities, and set a clear path to CRM success.
Our workshop focuses on understanding your unique business processes, identifying pain points, and defining success metrics. By the end, you’ll have a comprehensive plan to ensure your CRM supports your business goals.
From Preparation to Post-Workshop Insights
Our Proven Workshop Process
1. Pre-Workshop Preparation
Gathering key information about your business.
2. Stakeholder Interviews
Understanding individual perspectives and goals.
3. Collaborative Workshop
Mapping processes, identifying pain points, and defining objectives.
4. Documentation & Analysis
Summarising findings into an actionable plan with a tailored proposal and costing for CRM success.
We help businesses achieve quick wins while driving digital transformation. With a focus on CRM and tailored strategies, we ensure immediate impact and set the foundation for long-term success and adaptability.
