Let’s determine your current problem…
Every business wants to grow and succeed, but surprisingly, not all businesses have a plan to manage their growth. Long-term objectives are confused with short-term goals leading to uncertainty.
Some issues we see regularly:
- Business teams use different technologies that don’t integrate
- Business teams collecting data in various formats causing inconsistencies of data quality
- A portfolio of brands using their technology instance rather than using a master technology instance
- Undefined data management
These issues alone are expensive to put right. What can you do now to stop these issues from occurring?
How to make the problem go away…
We conduct a one-day workshop with key stakeholders to get to the heart of how you’re using technology and how data flows into your Salesforce CRM system. By defining and uncovering existing issues, we’ll outline a roadmap that details prioritized actions.
Our CRM growth strategy roadmap workshop is delivered in six milestones:
Before the workshop, we conduct a remote platform review, questionnaire and interviews with your business operations lead.
The full-day workshop led by the Salesforce Consultant will cover agreed agenda line items based on the situational analysis stage.
From approved items pulled from the workshop, your Digital Strategy Consultant will design a solution for platform optimisation, based on your business needs.
We’ll then present the consultancy insight management to key marketing stakeholders with an opportunity for Q&A and revision requests.
Once agreed, you can sign-off the solution design with the option to commission Seamlessideas to deliver the platform optimisations or to consult your team.
DELIVER / CONSULT
Depending on which service you commission, we’re adaptable to meet your needs.
BENEFIT: Reduced Outgoing Expenditure
Identifying technologies that no longer fit your organisation’s roadmap and determine new technologies that will help you to grow.
BENEFIT: Data-Automation Centric Growth
Develop a CRM growth roadmap that aligns with best practice methodologies through standardising data capture, migration and management, and integration data flow across the business.
BENEFIT: SMART Strategy Roadmap
Develop a technical SMART strategy roadmap to accommodate growth in your Salesforce CRM system, including milestones and incremental developments that require dependencies.