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CRM Strategy and Business Case in a week

This could be one of the most productive weeks of your working life - going from a blank sheet to a board-ready business case. That's my aim, anyway.



We start the week understanding your pain points, and aspirations


Pain like:

  • Lack of consistent sales process

  • No up-to-date view of sales and revenue pipelines

  • Not knowing all your client and prospect interactions with the business

  • Ineffective handovers from sales to delivery


Aspirations like:

  • Seamless integrations through marketing, sales, delivery and finance

  • AI-enablement for sales teams

  • High quality customer data

  • Accurate, up-to-date analysis of sales, revenue and performance


Then we spend time working through the art of the possible, assessing priorities, consider how best to manage change and determining the best technology stack for you.


Leading to these outcomes:

  • A summary of how you want the business to operate

  • A summary of the technology needed to support it

  • A clear roadmap of how to get there

  • A sequence of projects / work packages with outline costs and benefits


My goal is by the end of the week, you'll have something ready to submit in board papers to get budget approval for enterprise-ready CRM.

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