Revenue Acceleration

CRM Workshops & RevOps Quick Fixes

Targeted workshops to solve critical business challenges, optimize your revenue operations, and get measurable results within hours – not weeks or months.

Increase CRM AdoptionImprove Data QualityOptimize Sales ProcessesEnhance ReportingStreamline Operations
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Common Business Challenges We Solve

Poor CRM Adoption

Teams avoiding or working around your CRM

Unreliable Reporting

Lack of trust in CRM data and dashboards

Data Quality Issues

Duplicate records, missing information, stale data

Process Inefficiencies

Manual workarounds and redundant tasks

Lack of Visibility

Limited insight into sales pipeline and activities

Integration Issues

Disconnected systems and data silos

Quick Fixes

Quick Fixes

Fast solutions to common CRM issues, typically completed in 2-4 hours.

Duplicate Management

Clean up duplicate records and implement prevention measures

2-3 hours
$800

Dashboard Creation

Build custom dashboards for executives, sales, or service teams

3-4 hours
$1,000

Email Template Setup

Create and optimize email templates for sales or marketing

2 hours
$500

Report Troubleshooting

Fix problematic reports or create new ones to match requirements

2-3 hours
$800

Don't see what you're looking for? We can create custom workshops tailored to your specific needs.

Training Workshops

Training Workshops

Focused training sessions to improve user adoption and system knowledge.

New User Onboarding

Get new team members up to speed quickly with your CRM

4 hours
$1,000

Admin Essentials

Train your in-house admin on key system maintenance tasks

6 hours
$1,500

Sales Team Training

Help your sales team leverage CRM features effectively

4 hours
$1,000

Reporting Masterclass

Learn to build and maintain insightful reports and dashboards

3 hours
$800

Don't see what you're looking for? We can create custom workshops tailored to your specific needs.

Process Workshops

Process Workshops

Streamline your business processes and align them with your CRM system.

Sales Process Mapping

Document and optimize your sales workflow in your CRM

6 hours
$1,500

Lead Management Setup

Design and implement efficient lead routing and qualification

4 hours
$1,000

Customer Journey Mapping

Track and optimize the complete customer lifecycle

6 hours
$1,500

Automation Review

Identify and implement automation opportunities

4 hours
$1,000

Don't see what you're looking for? We can create custom workshops tailored to your specific needs.

Revenue Operations Catalog

Expert-Led CRM & RevOps Workshops

Browse our comprehensive library of specialized workshops designed to address common revenue challenges and optimize your CRM investment. Each workshop delivers immediate business impact.

Total Workshops
47
Categories
28
Filtered Results
47
1

Account Management

Account Management System Review

Concentrate on enhancing the CRM's capabilities to support effective account management, including optimizing customer views and streamlining post-sale processes.

3

Analytics

Management Reporting and Dashboard Optimization Workshop

Improve CRM reporting to ensure actionable insights and support business objectives. Design or refine a dashboard to display critical business insights effectively.

Reporting Essentials

Create and customize essential reports to track key metrics and improve decision-making.

Advanced Analytics Implementation Workshop

Implement advanced CRM analytics to predict sales trends and inform strategic decisions.

1

Audit

CRM System Audit

Identify underused CRM features and improvements for optimized system performance.

3

Automation

Workflow Automation Setup

Set up or revise CRM automation workflows to boost efficiency and effectiveness.

Task Automation Tactics

Automate routine CRM tasks to save time and enhance accuracy and efficiency.

Chatbot Integration Session

Explore the feasibility and steps to integrate a chatbot with the CRM to automate customer interactions and capture data directly into the CRM system.

1

Change Management

Change Management and Announcement Strategy

Plan and execute a session to strategize the communication of CRM changes to the organization.

1

Community

Feedback and Innovation Forum

Create a workshop where users can voice their challenges and suggest improvements for the CRM, fostering a culture of continuous improvement.

1

Content Management

Content Management Integration

Set up and integrate a content management system with the CRM to streamline content delivery and track engagement across customer interactions.

2

Customer Relations

Customer Feedback Integration Session

Integrate direct customer feedback mechanisms within the CRM to capture insights automatically.

Customer Journey Mapping

Map the customer journey within the CRM to ensure effective management of each touchpoint.

3

Customization

Field Customization Workshop

Customize CRM fields to capture essential business-specific data accurately.

Advanced Customization Techniques

Delve deeper into CRM customization, exploring advanced techniques such as creating complex workflow rules, using scripting for custom functions, or integrating external APIs.

Custom Views and Filters Creation

Teach users how to create and manage custom views and filters that align with their daily needs, enhancing productivity and data accessibility.

4

Data Management

Mastering CRM List Creation and Organization

Learn to create and organize CRM lists efficiently, enhancing data access and sales productivity.

Data Integrity Workshop

Audit CRM data for accuracy and integrity, focusing on cleaning and maintenance practices.

Data Import/Export Procedure

Learn best practices for CRM data import/export to maintain integrity during transitions.

Database Cleaning Session

Organize a hands-on session focused on cleaning up the CRM database, including merging duplicate records and deleting outdated information.

1

Data Visualization

Sales Rep Dashboard Customization

Help users customize their dashboards to better track performance metrics that are relevant to their roles and the business objectives.

1

Engagement

CRM Game Day

Create a fun, game-like environment where users complete tasks in the CRM based on common scenarios they face. This can help solidify their understanding and make learning more engaging.

1

Event Management

Event Management Setup

Configure the CRM to manage events, from invitations and registrations to post-event follow-ups.

1

Expansion

CRM Plugin/Add-on Exploration

Review and test potential plugins or add-ons that could enhance CRM functionality.

1

Improvement

Continuous Improvement Strategy Session

Establish a routine for continuous assessment and improvement of the CRM system, focusing on setting up regular feedback mechanisms and integrating CRM updates into regular organizational activities.

1

Integration

Integration Checkup

Review and test integrations with other business tools to ensure all integrations function correctly and efficiently.

4

Marketing

Email Campaign Optimization

Enhance the effectiveness of CRM-managed email campaigns, focusing on performance reviews and optimizations.

Client Segmentation Strategy Session

Develop CRM customer segmentation to enhance targeted marketing and sales strategies.

Campaign ROI Analysis Session

Focus on analyzing the return on investment (ROI) of various marketing campaigns managed through the CRM.

Marketing Automation Review

Review and enhance CRM marketing automation to better align with your marketing goals.

2

Mobile

Mobile CRM Review

Optimize the CRM for mobile devices to enhance access and productivity on the go.

Mobile CRM Utilization Training

Maximize the use of the CRM mobile app through targeted training on mobile-specific features.

1

Notifications

Notification and Communication Settings Review

Optimize how notifications and communications are managed within the CRM to ensure users receive relevant updates without being overwhelmed.

1

Process

Sales Process Alignment Session

Evaluate and refine CRM configuration to match your sales process accurately.

1

Review

Post-Launch Review and Optimization

After the CRM system goes live, hold a workshop to review its performance against key performance indicators, gather user feedback, and plan for ongoing adjustments and feature updates.

3

Sales

Lead Management Efficiency Clinic

Streamline the process of tracking and managing leads from initial contact through to conversion, focusing on enhancing visibility and accountability. Optimize lead scoring, lead distribution, and lead qualification process.

Lead Scoring Set Up and Review

Adjust your lead scoring model to reflect current sales priorities and market conditions.

Sales Pipeline Management

Optimize your CRM sales pipeline stages to reflect actual sales processes and enhance flow.

1

Security

Security Review

Ensure sensitive CRM data is protected with appropriate user permissions and security settings.

1

Stakeholder Management

Stakeholder Mapping and Engagement Workshop

Conduct a workshop to map all internal and external stakeholders impacted by the CRM. This session would include discussions on roles, expectations, and gathering input for the revamp.

2

Strategy

Prioritization and Strategic Planning Session

Rank CRM issues through stakeholder feedback to simplify requirements and enhance strategic planning.

Vision and Goals Setting Workshop

This is an initial session where leaders define and align the CRM revamp's objectives with broader business goals.

1

Testing

Soft Launch Strategy Workshop

Prepare for the soft launch of the CRM changes by planning the testing phase, including identifying a user group for testing, defining success metrics, and setting up feedback mechanisms.

3

Training

User Training Session (General Best Practices)

Train your team on effective CRM usage, focusing on adoption and proficiency.

CRM Onboarding for New Reps

Develop a streamlined process for onboarding new users to the CRM, including creating user-friendly guides and checklists.

Training Program Development

Develop tailored training programs for different user groups within the organization to ensure smooth adoption of the revamped CRM system.

1

User Experience

User Experience Deep Dive

Organize discovery workshops with sales reps, marketing leaders, and other frequent CRM users to gather in-depth feedback on their experiences, challenges, and needs.

Don't see what you're looking for? We can create custom workshops tailored to your specific business challenges.

Why Choose Targeted Workshops

Our focused approach delivers immediate business value without the commitment or expense of a full implementation project.

Rapid Business Impact

Get measurable results and ROI within hours or days, not weeks or months.

Fixed Investment

Clear, predictable pricing with no hidden costs or long-term contracts.

Revenue Expert-Led

Work directly with seasoned revenue operations specialists who have solved hundreds of similar challenges.

The Process

How It Works

Our streamlined process ensures you get maximum value from every workshop or quick fix.

Discovery Call

We'll discuss your specific challenges and determine which workshop or quick fix is most appropriate.

1

Preparation

We'll prepare for the session by reviewing your CRM setup and gathering necessary information.

2

Workshop Session

Our expert will lead the workshop or implement the quick fix, with your team's participation as needed.

3

Documentation

You'll receive documentation of all changes made and recommendations for future improvements.

4

Follow-up

We'll check in after the workshop to ensure everything is working as expected and answer any questions.

5
FAQ

Frequently Asked Questions

Find answers to common questions about our workshops and quick fixes.

Have more questions? We're here to help!

Revenue Impact

Measurable Business Outcomes

Our workshops deliver clear, measurable improvements to your revenue operations - turning your CRM from a cost center into a competitive advantage.

200%

Average ROI

From optimized CRM workflows & improved adoption

25%

Time Savings

For sales teams through improved CRM processes

85%

User Adoption

After targeted training & process optimization

40%

Faster Decisions

With improved reporting & analytics dashboards