STEP CRM Workshop

Strategy, Tactics, Execution, Platform

STEP is Collier Pickard’s proven methodology for the deployment of simply successful CRM. The framework is built on our deep understanding of what works and what doesn’t in CRM initiatives.

The objectives of this workshop are:

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

The workshop is an opportunity to:

• Define the boundaries of CRM, and
• Establish what constitutes a CRM investment

Get in touch today to discuss STEP for your organisation.

STEP CRM Workshop