Unit 4: Needs Analysis, Planning, Flowcharting, and Learning New CRM Skills
Pillar #1: Understanding Their Customer Lifecycle, Business Model, & Pain Points Through Active Listening & Detailed Questions
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Pillar #1: Understanding Their Customer Lifecycle, Business Model, & Pain Points Through Active Listening & Detailed Questions
6 Topics
Why It’s Important to Learn How to Plan
The Initial System Outline is the Bible of Revenue Operations
Exploring Publicly-Available Information
Prepping for Your Needs Analysis
Camber Dynamics: Needs Analysis
Some Other Sample Needs Analyses
Pillar #2: Solving Problems Through Active Planning
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Pillar #2: Solving Problems Through Active Planning
4 Topics
Beginning to Build Our Initial System Outline
Creating the Flowchart
Where Does the Final System Plan Fit In?
Final Tips and Tricks for System Planning
Pillar #3: Building it with Software
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Pillar #3: Building it with Software
3 Topics
Preparing to Use Your Plan to Actually Build a CRM
What If I Don’t Know How to Build the CRM I’ve Planned?
Continuing CRM Education
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Final Tips and Tricks for System Planning
Unit 4: Needs Analysis, Planning, Flowcharting, and Learning New CRM Skills
Pillar #2: Solving Problems Through Active Planning
Final Tips and Tricks for System Planning
Ask a question, listen to the answer, confirm you understand. Review the plan with the client to ensure you’re on the same page.
Refer to your cheat sheet, again!
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Unit 4: Needs Analysis, Planning, Flowcharting, and Learning New CRM Skills
Pillar #2: Solving Problems Through Active Planning
Final Tips and Tricks for System Planning
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