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CRM Process Mapping

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Our one-day workshop on CRM process mapping helps our clients to understand how they can successfully use their Salesforce CRM system for internal operations and implementation success.

Strategy upgrade x ‘HOW’ factor

A process for optimising areas that eliminate errors. Updating standardisation across the board and meeting external compliance requirements ensures your new setup adheres to your organisation’s growth roadmap.

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Automation with impact

Increase your capacity, responsiveness, and margins, and relieve pressure on overstretched employees, with an automated CRM process.

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Documentation and internal alignment

By the end of the workshop, you’ll receive documentation on the agreed outcomes with process mapping visual flows that highlight solutions, timelines, and risk areas.

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Feel free to pick our brain and get in touch!

Request a free 30minute consultation