STEP CRM Workshop

Strategy, Tactics, Execution, Platform

Getting to the perfect CRM system for your business is the result of a well-designed and executed process. Our STEP methodology is the result of over 20 years’ experience in advising, deploying, and supporting CRM.

Our STEP workshop starts by:

  • Understanding the present and future state of your business and how you satisfy customers.
  • Identifying how you get there and the key stakeholders’ roles in that journey.
  • Only then do we look at the tools necessary to get you to the end goal.

The STEP workshop is designed to ensure that in delivering your Strategy you have deployed the optimal Tactics, and everyone in your organisation is clear on the Execution of their tasks. Only when all these elements are understood and aligned do we recommend the right CRM Platform.

Contact us today and we’ll find you the perfect CRM for your business.

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About Collier Pickard

Collier Pickard has been trading since 2004. The core team, however, has been together for more than 25 years – which means we have a great deal of experience as an independent CRM consultancy.

Head Office

Collier Pickard Limited
The Old Calf House
Chevening Road
TN14 6AB
United Kingdom

t: +44 (0)1959 560410