Designing a CRM-Ready Sales Process

Once you’ve identified how your business sells, the next step is documenting a sales process that can be consistently followed — and successfully supported by a CRM.

This hands-on workshop helps participants move beyond high-level process mapping to create a structured, documented sales process. Together, we’ll define pipeline stages, clarify responsibilities, identify automation opportunities, and determine the information needed at each step of the customer journey.

By the end of the workshop, participants will have the foundation needed to confidently implement — or improve — a CRM that supports their business instead of dictating how they work.

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

• Document a complete sales process suitable for CRM implementation.
• Define meaningful sales pipeline stages.
• Identify entry and exit criteria for each stage.
• Clarify roles, responsibilities, and customer handoffs.
• Identify opportunities for automation and improved efficiency.
• Determine what customer information should be captured throughout the sales process.
• Prepare their business for successful CRM implementation.

** Participants should attend this workshop first to map out their sales process: Before the CRM: Mapping a Sales Process That Works

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