How can you develop a CRM Road Map aligned with your business goals?

How do I get started with CRM? Revitalize a stale and irrelevant implementation?

The answer to this critical question will be presented in this complimentary, “Hands-on” online executive training workshop. Your instructor consultant will guide you through a structured methodology for successfully “aligning” your CRM business strategy with your technology infrastructure.

  • Learn a proven methodology for documenting CRM processes and requirements.
  • Unlock the full “customer potential” of your CRM technology infrastructure.
  • Gain executive support and departmental consensus.
  • Synchronize your business strategy with your CRM efforts.
  • Understand how to effectively measure the results of your Salesforce or CRM programs.

Attendees will receive a set of their own CRM Project Charter mapped with the CRM Evangelist Development Tools – and networking opportunities with your peers.
Equally effective for organizations beginning CRM performance improvements and those looking for a way to improve user adoption and ROI. If you are responsible for sales, marketing, or customer care, this program will get you up-to-speed on developing a CRM Roadmap for your organization. The CRM Evangelist Consulting Faculty will present this advanced Salesforce training program in clear, non-technical language.

In addition, the workshop training manual is amply illustrated with real-world examples. You’ll leave this training program with a partially developed CRM Process Model and a clear understanding of how to align Salesforce better with your Business. Your consulting instructors will guide you through a series of structured practice exercises that create a road map for implementation. Attendees will leave this training with a complete set of CRM templates that will enable you to increase your chances for success while avoiding the most common pitfalls. The same templates used by our expert Salesforce CRM Consultants.

Confirm your seat, workbook, valuable training and consulting

Space is limited to 20 participants. Register now and pay invoice later. Sponsored and authorized by Salesforce and CRM Evangelist consultants and trainers.
A Silver Alliance Cloud Member for Salesforce, CRM Evangelist delivers Salesforce consulting services and best practices to businesses seeking successful conclusions to their CRM vision through both technical and business best practices.

Implement the valuable workshop techniques and templates used by our own consultants into your own business. Or, engage a Salesforce CRM consultant to guide you through the process of building your own CRM road map, integration plan, or executive dashboard. Workshop syllabus will include:

  • Fundamentals of a CRM Process Model
  • How to Develop a CRM Process Model and Salesforce Road Map
  • How to Integrate Your Process in Salesforce
  • CRM Performance Metrics, Reports & Dashboards


Like drinking from a firehose“ – J Marceau, Surequest

Just visiting with the people at my table helped answer a lot fo my questions“ – Ava Cameron, American Beacon

The content was very valuable and is not something I have seen offered before“ – Salesforce

this is fantastic!“ – Sharon Gordon, Sr. Director WW On-Demand Sales