Before you start your CRM journey, you and your team need to know where you are going and what success looks like.
Make your scoping a success by:
- understanding the opportunities CRM offers
- selecting appropriate workshop attendees
- structuring sessions effectively
- agreeing the big picture CRM issues
- knowing where detailed data is required
- covering all business and technical aspects of a project
PLUS a 13-page worksheet to guide your team through the workshop and capture all the information you need to create your project scope.