Why is this workshop required?
There are more than 80 modules and over 400 configuration options, it would take a good amount of time to understand the platform. We know you dont have time to master the entire platform, as such with this discovery workshop our team will get to understand your challenges and process, and assist you with the various possibilities and recommend the best approach. Quite possible that we already have a CRM template ready which meets your requirements.
Let’s be realistic, CRM implementation is not something that can be achieved in a day. It is a continuously evolving process, as is your business and strategy. And this workshop is the starting step towards building that automated machine that works for you.