CRM Adoption Workshop
Fix the CRM that nobody uses — or select the one your team will actually adopt.
A one-day workshop for teams struggling with CRM adoption or preparing to select a new CRM. We diagnose why CRM implementations fail, design the solution (process first, then technology), and build the adoption program that makes CRM use habitual.
Who Should Attend
What You'll Achieve
Workshop Agenda
CRM Diagnostic
Why CRM implementations fail — and how to make yours succeed.
Process Before Technology
Design your process first. The CRM is the tool — the process is the system.
CRM Architecture
Fields, pipelines, automations, integrations, and permissions designed for your business.
Adoption Program Design
Training, incentives, accountability, and the change management plan.
Implementation Roadmap
Build the phased rollout plan with milestones, owners, and success criteria.
What You Take Home
About the Instructor
Led by Cecil Jones with CRM implementation specialists. Maximum 15 participants for hands-on depth.
Ready to Bring This Workshop to Your Team?
Every workshop begins with a free 15-minute Strategy Call to confirm fit and schedule.