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.
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
Fast solutions to common CRM issues, typically completed in 2-4 hours.
Duplicate Management
Clean up duplicate records and implement prevention measures
Dashboard Creation
Build custom dashboards for executives, sales, or service teams
Email Template Setup
Create and optimize email templates for sales or marketing
Report Troubleshooting
Fix problematic reports or create new ones to match requirements
Don't see what you're looking for? We can create custom workshops tailored to your specific needs.
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
Admin Essentials
Train your in-house admin on key system maintenance tasks
Sales Team Training
Help your sales team leverage CRM features effectively
Reporting Masterclass
Learn to build and maintain insightful reports and dashboards
Don't see what you're looking for? We can create custom workshops tailored to your specific needs.
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
Lead Management Setup
Design and implement efficient lead routing and qualification
Customer Journey Mapping
Track and optimize the complete customer lifecycle
Automation Review
Identify and implement automation opportunities
Don't see what you're looking for? We can create custom workshops tailored to your specific needs.
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.
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.
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.
Audit
CRM System Audit
Identify underused CRM features and improvements for optimized system performance.
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.
Change Management
Change Management and Announcement Strategy
Plan and execute a session to strategize the communication of CRM changes to the organization.
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.
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.
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.
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.
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.
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.
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.
Event Management
Event Management Setup
Configure the CRM to manage events, from invitations and registrations to post-event follow-ups.
Expansion
CRM Plugin/Add-on Exploration
Review and test potential plugins or add-ons that could enhance CRM functionality.
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.
Integration
Integration Checkup
Review and test integrations with other business tools to ensure all integrations function correctly and efficiently.
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.
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.
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.
Process
Sales Process Alignment Session
Evaluate and refine CRM configuration to match your sales process accurately.
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.
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.
Security
Security Review
Ensure sensitive CRM data is protected with appropriate user permissions and security settings.
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.
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.
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.
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.
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.
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.
Preparation
We'll prepare for the session by reviewing your CRM setup and gathering necessary information.
Workshop Session
Our expert will lead the workshop or implement the quick fix, with your team's participation as needed.
Documentation
You'll receive documentation of all changes made and recommendations for future improvements.
Follow-up
We'll check in after the workshop to ensure everything is working as expected and answer any questions.
Frequently Asked Questions
Find answers to common questions about our workshops and quick fixes.
Have more questions? We're here to help!
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