Course Details

Price & Course Details

Price: £ 295 + vat
Duration: 3 hours
Location: Remote

Course Dates


This live workshop dives into the planning process of an in-house CRM implementation (as opposed to a Consultancy-led CRM Implementation). Even if you’re planning to engage an external Consulting Partner to assist you with the delivery, it will pay to do your homework – and you may end up saving yourself a lot of time and money by getting ahead of the game.

Target Audience

This course is aimed at anyone looking to learn more about what is necessary to put the ‘ducks in a row’ in terms of getting ready for a large IT project.  These can include IT administrators with a CRM interest (e.g. Salesforce or Microsoft CE), Change Managers, and Sales managers/directors.

What will it give you?

At the end of this course you will be able to:

  • Identify the Critical Success Factors in system delivery
  • Understand how to Scoping system requirements from Reports/KPI
  • Anticipate the requirements for successful data migration
  • Understand how to repare the data
  • Identify Business Processes in scope for change
  • Identify requirements from the business processes

What will this course cover?

  1. Business Goals: Critical Success Factors
  2. Reports / KPI
  3. Data ownership, preparation
  4. Requirements & Business Processes

How will this course be delivered?

This course is delivered remotely over video sessions.