Join this working session to evaluate which tool is better for you 


This 1:1 session is for companies that are looking for CRM implementation to replace their existing software or introduce a new CRM to their business.

Valuable insight into: 

  • Determining where your current CRM could be lacking
  • Finding the CRM that harmonizes your IT processes and business objectives
  • Migration strategies for minimal disruption to daily operations
  • Mapping your processes and technology efficiently
  • Planning strategies for short or long-term roll-outs to minimize cost
  • Choosing an implementation partner that can tie technology to business KPIs


Workshop Format

  • Material and discussions are intended for technical and business leaders
  • Length is typically 1.5- 2.5 days 
  • Location is on site at the client's facility or over webex
  • Funding available for qualified clients