Revive Your CRM Goals with a Business Readiness Scoping Session


Would you like to better understand if your business is ready to implement or upgrade your CRM strategy?

"Focus on the business strategy and your business requirements first" - Gartner, June 2013

Business Readiness Scoping Session Insights: An effective first step that involves representatives from the lines of business you desire to improve with a CRM Solution. Following this initial session, we will be able to assess your readiness by providing 3 key deliverables:


  • CRM Capability Matrix - A matrix of CRM capabilities and maturity levels specific to your business.
  • CRM Value Case & Vision - CRM Projects require a collaborative focus on people, process and technology.  We will provide a document that demonstrates the value and vision of a CRM Solution from YOUR perspective.
  • CRM Diagnostic & Recommendations - We will identify the challenges, gaps and recommend the approach that is capable of sustaining long term value from your CRM Strategy.
  • CRM Value Proposition (Business Case) - A high level business case document that will solidify your current position and create the business case that will lead to a go / no go decision.


Complete the form to the right to schedule your Business Readiness Scoping Session with our CRM Team.