CRM Planning Workshop

buzzword_icons_finalsetv2-01How to Implement a CRM System Masterclass

If you are project managing the implementation of a CRM system and leading change within your organisation then join this workshop to create a strategy for success!

During the day you will gain an understanding of essential business analysis, project management and change management techniques and how to prepare and plan to give your project the best chance of success.

“According to research, ‘Success in 68 percent of technology projects is “improbable”. Poor requirements analysis causes many of these failures, meaning projects are doomed right from the start’. This is based on key findings from the report, The Impact of Business Requirements on the Success of Technology Projects from IAG Consulting

Similar trends are also cited in the Standish Chaos Report and this stat presents a far worse picture than Sauer, Gemino, and Reich.”

Internally poor planning and management, lack of communication, and weak executive sponsorship are all problems that can cause a CRM implementation to go over budget, not get delivered on time or fail completion due to inappropriate design or lack of adoption.

During our CRM Planning Workshop, we will take you through a step by step process of designing and developing a CRM system and principles of change management as defined within our two guides.

management-developing           2

Join this workshop to develop your knowledge on the following:

  • CRM systems and integrated tools, their benefits and capabilities
  • How to design and use systems to help manage and monitor performance
  • How to plan your requirements and evaluate different options
  • How to undertake business analysis to analyse activities, processes and reporting requirements
  • How to manage change and develop an action plan for implementing a system
  • Discuss challenges, experiences and ideas with peers through case studies and knowledge sharing.

Our CRM Planning Workshop is suitable for individuals who are tasked with reviewing and planning the design of a CRM system for their organisation. Your system could help you manage Sales, Fundraising,  Marketing, Event Management, Client Intervention and Social Impact Measurement.

We have worked with over 70 third sector organisations to design system specifications and help implement Salesforce CRM to support the delivery of their organisation.

The workshop is delivered by members of our team who are qualified and experienced Business Analysts, Project Managers and Change Management practitioners.

Cost: £200 plus VAT per delegate

Where: CAN Mezzanine, Old Street, London. 



Next Workshop proposed for September 2017 – Email us to express interest.

Client Testimonials

Partner Workshops“Excellent workshop. I have learnt about what is possible within online systems, and the route plan to building them.”

“It has given me the tools to sell these systems to my Board and workforce/volunteers.”

Partner Workshops“It has given me awareness of our need to improve our systems and how to address this need.”