Free CRM Requirements Kickstart Session

 We’ll work with you to start on your requirements definition.

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Collaboratively, we'll paint these key pictures:

Requirments Map

Prioritized CRM functionality, key pain points, customer touchpoints and systems to be integrated

Interview Plan

Key personas, functional roles, influencers, believers and nonconformists


CRM Game Plan

An action plan to
gather requirements,
develop a CRM blueprint,
cultivate buy-in and
evaluate vendors

You get to keep the information FREE of charge... no strings attached. We’re not “hard sell” guys.
If you decide your company could benefit from further assistance in planning and strategy, we can discuss next steps.

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