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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.
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IBWN-Founder-Mariangela-Stagnitti
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Karen Skewes - Le Beau Clinic & Spa
Free 30 min Strategy Session
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CRM Discovery Workshop

Workshop Objectives

Clear Goals, Actionable Insights

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.
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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.
Free 30 min Strategy Session
Test Drive Zoho CRM

Key Business Functions Explored

From Lead Generation to Digital Dashboards. Your Business, Fully Mapped
Free 30 min Strategy Session
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Key-Business-Functions-Explored
  • Lead Generation
  • Sales & Marketing
  • Deal/Opportunity Management
  • Account/Contact Management
  • Inventory Management
  • Invoicing/Accounting
  • Forms/Automation
  • Customer Service
  • Customer Feedback
  • Reporting/Digital Dashboards
  • Reviews/Social Proof

Working with Informatix has been a transformative experience for us at Procint. After a quick discovery workshop, they implemented Zoho CRM to streamline our accounts, contacts, deal, and case management. They also fine-tuned Zoho Books to align perfectly with our needs and integrated it seamlessly with our Xero invoicing platform. Their expertise has significantly enhanced our operational efficiency

Nick Hamilton
Director Procint
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Ready to Discover What’s Possible?

Take the first step toward CRM success. Schedule your workshop now and unlock the full potential of Zoho CRM for your business.
Free 30 min Strategy Session
Get a Free Quote

Our Digital Transformation Partners

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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.
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