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Customer Engagement Envisioning Workshop : 4 weeks

XRM Vision

Our experts at XRM Vision with you to imagine and define the future state of your business through a Design Thinking Workshop focussed on Microsoft CE (Sales, Marketing and Customer Service)

This involves defining solutions envisioning whereby your organizations business decision-makers (BDMs), stakeholders and affected personnel work together, with the help of our experts. The design thinking approach of the workshop brings varying perspectives together to focus on disruption and thinking “out of the box.” This method contrasts with traditional workshop that are often centered around specific scenarios or solutions because Envisioning Workshops leverage a consultative “pains–needs–desire” method and focus on efficiency improvements for existing processes.

In this workshop, we will work specifically on how Microsoft Customer Engagement (Sales, Marketing and Customer Service) can help your business.

The outcome is the completed Envisioning Workshop output template, which serves as the action plan for the future phases of your CRM project.

AGENDA

  • Week 1 and 2: Interviews with BDMs, Stakeholders and personnel
  • Week 3: 2-3 in person or virtual design thinking workshops to help zoom in on solutions
  • Week 4: Delivery of written report and alignment on future actions

De un vistazo

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