CRM Vision & Value

Duration : 3 weeks

This immersive workshop aligns your leadership and sales teams around an AI-powered CRM migration strategy. Over three weeks, we’ll uncover gap areas, articulate high-value transformation scenarios, and build a quantifiable, boardroom-ready business case—so you move confidently from vision to execution with a clear ROI roadmap.

Target Stakeholders:

    • VP of Sales
    • Chief Marketing Officer
    • CRM Program Manager
    • IT Director

Week

Activities

Deliverable

1

  

Empowers executive sponsors with data-backed insights that accelerate stakeholder buy-in, de-risk the migration, and establish a clear, measurable path to AI-driven sales excellence.

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