CRM Strategy Session
Join Endeavour with the management team for a workshop that focuses on improving your commercial process. From reporting and interpreting it to drafting marketing campaigns.
During this six-hour session, including a tasty lunch, we will identify inefficiencies and areas for improvement together.
This session will be held at our beautiful office in Haarlem. There is plenty of parking space here and it is less than a 5-minute walk from the railway station.
Relevant if you are part of an organisation that:
- Has ambitions to grow and wants to have a sharp focus on how best to achieve this
- Is looking for ways to improve cooperation between departments
- Considers getting a good CRM, such as HubSpot, or already has one
- Knows that costs come before benefits and is willing to invest.
Then this is for you and your colleagues of the management team!
Discover if this session is what you need
Together we focus on:
- How to gain insight into your commercial process thanks to data. What gets measured gets done.
- How to translate these insights from data into daily practice and strategy for the year ahead
- How to make your operation more efficient thanks to automation
- How to make your CRM the single source of truth
"Grip krijgen op groei kan pas wanneer je het commerciële proces door-en-door kent."
– Martijn Berns,
Managing Director Growth
Agenda
We look for areas where unnecessary time is being spent, thus hindering growth. This could be a hick-up in the sales process, report preparation or other issues.
- Thorough analysis of your current business processes
- Identification of inefficiencies
- Evaluation of the data quality of your organisation
- development of a plan with areas of improvement
1. Preceding the session
- A survey among management and operational employees
- Providing us with information about your tech stack and commercial processes. This way, we’ll make sure to tailor our workshop towards your needs.
- Discovery call and intake conversation. This is a short introduction of your organisation to get to know you, your role and your company better! We also like to know what you hope to learn is our session.
2. Block 1
- We go through the answers in your survery
- We define your commercial processes on paper
- We define your pain points in the commercial process
3. Block 2
- We identify whether your commercial process is:
- Insufficiently tailored to your customer’s needs
- Failing to support internal communication
- Inferior to those of competitors in the field
- can be imporoved through integration with other tools
- Sharing best practices for your specific industry
4. Best lunch in Haarlem
A well-deserved lunch break served by our fantastic lunch team!
5. Block 3
- Brainstorming areas for improvement
- A concrete plan of action
6. After the session
- Have new insights and clear areas for improvement to pick up with the team.
- You get a Jira Board with all the to do’s
- Get the presentation in your mail
Follow up
One month after the workshop, a short evaluation will take place to see where you are now. This is the perfect opportunity to clear up any ambiguities and tackle blockers.
Discover if this is something for you
Plan your call with Martijn!
