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Step 5 – CRM step by step guide

Please join us for our new CRM preparation series:

Your 8 Steps to CRM Implementation Success

Our fifth webinar in this series focusses on the essential steps for getting started with your CRM project and we discuss the importance of getting your requirements right.

20 Minute Webinar: Thursday 15th February 2018 @ 11:00 am

Register here

Just a few details and we’ll send you everything you need to join our webinar. If you can’t make it, you can still register and we’ll make sure you get the recording.

What's covered in this webinar?

Get started with CRM

Join us in our 20-minute webinar as we walk you through some of the essential steps to get you started with CRM. CRM has evolved from software to strategy, placing extra importance on the stages prior to implementation.


Join our 20-minute step-by-step webinar

In this webinar (the fifth in our CRM Preparation Series), we’ll take you through specifically the steps of requirements and selection, ensuring you get the crucial elements before implementation right for your business.

Date: Thursday 15th February 2018
Time: 11:00 am

The webinar will be recorded as part our series so if you miss it, you can catch up. To recieve the recording, all you have to do is register your details in the form above.

Webinar objectives:

  • Understand the importance of getting your requirements & selection right, from scoping and business case, to partner/vendor selection.
  • Learn what questions you should be asking throughout your business.
  • Discover the critical success factors for high user adoption throughout the business.

Series overview:

This webinar is the fifth in our expert-led new CRM Preparation Series, where we try to take the guesswork out of your CRM selection and recommended approach for CRM. In future webinars, we’ll show you how to how to create a robust business case for the board, how to calculate the potential ROI of implementation and how to select the right platform and partner for your organisation. See our full topic list from the series below.

By registering for this webinar, we’ll automatically let you know when the next upcoming webinar from the series will run.

Your Presenter:


Billy Lyle, Managing Director, Redspire CRM

Billy Lyle

Managing Director,

Redspire CRM

Of course, we’re also on hand to answer your questions.

Just add your details on the form to register. We don’t pass your information on to anybody else and we promise to leave you knowing more that you did before.

More webinars in this series

Like the sound of all webinars in this series? Why not sign up for the remainder of the series and we’ll send you a reminder on the week of each webinar. If you miss any, don’t worry we record all our webinars so you can get them on catch up.

Need to move quicker? We have several options to run you through these topics in person or you call simply call us for a chat.
Download our Discovery Day Pack for more information.

Redspire provides innovative digital transformation, CRM, customer engagement solutions and services to enable new ways to work better.
We combine a commercial customer centricity approach and design thinking consultancy with the technical capability of systems integrators.

Our leading clients span a diverse range of industries, trust our capabilities to deliver, create impact and power customer engagement through secure, personal CRM workspaces that provide people with instant access to essential data and communications on any device, anywhere mobile access.

Harnessing our experience delivered through the expertise of our people and our strong partnership with Microsoft, we believe this makes us your delivery partner for change.