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01733 902 340

Discovery Workshop – £1,500

Building on the CRM Scoping Workshop, the CRM Discovery Workshop takes a more in-depth look at your business. We’ll help you map your customer journeys and business processes, and facilitate an exercise to scope the effort involved so you can budget more accurately. At the end of the workshop, you’ll receive a document that acts as a blueprint for your CRM implementation project. For a small investment upfront, you can minimise the chance of nasty surprises later on in the CRM initiative.


Typical steps when deciding to implement CRM are:

Desk research, including software trials
Vendor selection, in some cases, based on Request for Information (RFI)
Fewer than a third of all projects were successfully completed on time and on budget over the past year. (Source: Standish Group).

To mitigate the risk of your project failing you can attend a CRM discovery workshop, where two experienced business analysts will help you produce a blueprint for your CRM implementation. This will contain the scope, priorities and phases of your CRM implementation – giving it the best chance of adoption and success.

Cost: Starts from £1,500

Duration & Location: Typically a one-day workshop, presented at your premises.


Want to know more? Book a demo today – Call us 01733 902 340 or email us at Alternatively fill out our online contact form.

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