Strategic CRM guidance

CRM Software Selection

STEP Workshop – Strategy, Tactics, Execution, Platform

Price: from £1,000

Our flagship CRM consultancy package, STEP is Collier Pickard’s proven methodology for the deployment of successful CRM.

Built on out deep understanding of what works and what doesn’t in CRM initiatives, STEP has been used by organisations from SMEs to Enterprise across the UK and the global stage.

The objectives of this CRM consultancy workshop are:

  • To understand the scope and direction of the businesses top-level goals and objectives
  • To identify the major KPIs which measure success
  • To identify the timescales associated with goals


More information

Collier Pickard has consistently impressed us with their attention to detail and their timely response to our support issues. They have a thorough grasp of the Maximizer product and are able to recommend new approaches to carrying out day to day tasks

Paul Vernon, Head of IT

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