Get CRM Right 

Start with an Envisioning Lab

We take the risk off the table from the first interaction together. If you’re considering what CRM can do for your business – even if you already have CRM, a 3-hour CongruentX Envisioning Lab is the perfect next step.

In the first hour, we bring the business, IT, and Users together for a rapid design thinking session to review your strategy, processes, business outcomes, and digital friction areas.

During the second hour, we review and envision potential solutions for the constraints we identified, focusing on rapid ROI and business outcomes.

Finally, we share a readiness assessment, a blueprint for what to focus on and what order, and an impact report that speaks to business outcomes and ROI.

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