Vision Strategy & Planning

Aligned to Business Strategy

Successful CRM projects are those that are aligned to and support your business in delivering its strategy. We recommend that CRM projects commence with a shared vision in your organisation for how CRM will support your organisational strategy and business values.

The achievement of this vision should be seen as a journey which will be achieved in the long run. Cloud9 can support you in building a vision for using CRM and other cloud solutions in your business and support you in creating a roadmap for achieving this. The process for creating a Vision for use of CRM in your business can support you in creating a critical momentum for change and a cohesive pull by all stakeholders to achieve any desired business transformation. Many companies we work with already have a clear vision for how CRM and other Cloud solutions will support their success, for others we can offer support to define this vision to support your strategic organisational goals and a roadmap to achieve this.

The objectives of our structured Strategic Planning Services include the following:

  • Create consensus and agreement among a diverse set of stakeholders towards a desired business transformation
  • Create a clearly defined shared vision for how CRM and other Cloud solutions
    will support the business strategy
  • Clear Roadmap for achieving vision
  • Defined business processes that improve user and end customer experiences –
    which often span multiple departments

Roadmap Vision for CRM Maturity

All engagements are tailored to your individual objectives and budget. Engagements range from a single 1-hour web-based engagement costing £180 (ex VAT) to longer on-site facilitated workshops, which could include a series of 1-1 interviews with key stakeholders and clients in advance to identify specific business pain points and opportunities for improved end user and client experiences.

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