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 £145 (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.
We offer you free advice throughout your planning phases for the CRM Online implementation.
To book your Set-up training now simply send us your list of training requirements in priority order with suggested dates and times. To arrange a planning call with a consultant to discuss your project needs contact us click here