CRM Workshops

Organisations need to create buy-in amongst their staff . There needs to be awareness, understanding and knowledge about CRM and what it is going to take to be successful. CRM workshops are an effective way of bringing that awareness, understanding and knowledge.

Organisations often do not have the time nor expertise to put together pertinent and necessary information. Often there is not the in-house skills or understanding of what it takes to build great customer experiences.

CRM Workshop Topics

SRD Group has therefore developed a range of CRM workshops around both CRM and building great customer experiences. Topics that organisations typically want us to CRM workshop relate to:

High level CRM Strategy Development
CRM and Cultural Change Management
CRM for the Sales Force
CRM for Marketers
Building Great Customer Experiences

CRM Workshop Methodology

Because internal stakeholders are generally those best equipped to answer questions relating to current customer centric practices, much of SRD Group’s work involves client consultation. We tap the knowledge of key staff during interactive CRM workshop sessions. CRM Workshops follow a planned process. They are underpinned by key questions that facilitate specific and focused outputs, maximising not only individual contribution but also making efficient use of time. The workshops proceed in a logical and concise manner and all outputs are logged and mapped appropriately.

Each workshop is reviewed with the ideas, suggestions and actions of the attendees, coupled with SRD Group's knowledge and then documented for future reference.

CRM Workshop Preparation

In order to make the workshop as relevant and productive as possible, SRD Group do the following:

Conduct a ‘familiarisation visit’ to become familiar with the organisation. This involves holding interviews and doing some fact-finding with key stakeholders.
We review previous and current plans for your customer centric strategy and/or system.
We finalise the CRM workshop content and attendee list with you (maximum 12 per workshop) so that we can ensure relevance to all participants.
We provide all materials for the CRM workshop
We conduct the 3 – 4 hour CRM workshop
We provide a summary document of outcomes of the CRM workshop including recommendations from SRD Group.

We look forward to hearing from you for your next CRM workshop.

Please contact us for more information.

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