Before the CRM: Mapping a Sales Process That Works

Many businesses assume a CRM will solve their sales challenges. In reality, technology is only as effective as the sales process behind it.

In this interactive workshop, participants will explore how the customer journey, sales process, and CRM work together to create a consistent customer experience and a more effective sales operation. Through practical exercises and facilitated discussion, participants will map their current sales process at a high level, identify opportunities for improvement, and leave with a roadmap for strengthening their sales approach — whether or not they are ready for a CRM.

This workshop focuses on building the strategic foundation every growing business needs before investing in sales technology.

By the end of this workshop participants will be able to:

• Understand the relationship between the customer journey, sales process, and CRM.
• Identify the key stages of their own sales process.
• Create a high-level map of how customers move from first contact to loyal customer.
• Identify gaps, bottlenecks, and inconsistencies in their current process.
• Understand what information and processes should be in place before implementing a CRM.
• Develop a practical action plan for improving their sales process.

* A second part is available: Designing a CRM-Ready Sales Process

Can be an online or in-person workshop — 3.5 hours