Customer Experience 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
Activities | Deliverable | |
|---|---|---|
1 | • Conduct stakeholder workshops to assess current CRM processes and pain-points • Capture business outcomes, success measures, and solution priorities | Gap Analysis Report
– Current vs. target state gaps |
2 | • Facilitate “Art of the Possible” visioning sessions showcasing AI-powered sales scenarios • Define key personas and core transformation scenarios | Vision & Scenarios Deck – AI-driven use cases – Persona-based storyboards |
3 | • Build a quantified business-value analysis and roadmap • Prepare boardroom-ready proposal and migration strategy | Business Case & Project Plan – ROI model – Phased implementation roadmap |
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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