FOR CORPORATE TEAMS
Make your CRM investment perform — and prove it.
Move from vague CRM frustration to a clear maturity diagnosis, aligned leadership, educated teams, and a roadmap you can put in front of your executives.
$96B
CRM market by 2028
<30%
of CRM projects hit expected ROI
#1
The universal CRM CoE standard
20+
certified practitioners in founding cohort
CRM transformation starts by naming the real problem
CRM issues rarely live in one place. Adoption, data quality, ownership, delivery, AI readiness, and value realization all affect one another.
The costs are climbing without clear value.
Licenses, admins, integrations, and tech debt grow faster than the value coming back. Data you don't trust means a spend you can't defend.
The board wants AI. Your CRM isn't ready.
Pressure from the top to adopt AI on a foundation that can't carry it. A team that is unprepared to implement a new platform.
Weak adoption despite the investment
The platform is bought, but isn’t used to its full potential. The behavior never changed, the operating model stayed the same.
Accountability is unclear, communication is lost.
Business and technology each think the other is accountable. The communication pathways needed are not in place.
Built for the people accountable for CRM
Executive sponsors
You need a defensible view of CRM value, risk, and investment priorities — and to know what must change to improve customer outcomes.
CRM, RevOps, Sales, Service, and CX leaders
You need to connect platform activity, customer processes, data, adoption, and governance into one improvement agenda.
CoE and technology leaders
You need a practical way to define scope, authority, maturity, standards, and the next capabilities your operating model requires.
From CRM complexity to a leadership conversation
The outcome is better customer relationship management — stronger ownership, higher adoption, cleaner data, responsible AI use, and business value your leaders can explain.
Diagnose before you prescribe. See where governance, ownership, adoption, data, AI readiness, and value measurement are strong, fragmented, or missing. Align leadership on outcomes. Give executives, CoE leaders, business, and technology one shared language for what success means. Turn findings into a credible roadmap. Prioritize the highest-leverage moves and the capabilities needed to get there.
1. Align the sponsor
Confirm the executive sponsor, target outcomes, and participant groups.
2. Enroll your team
Get leaders, architects, admins, and partners on shared language and the right learning path.
3. Launch the roadmap
Turn findings into governance decisions, priorities, and next-step coaching.
Guided by recognized practitioners
Ian Gotts
Scott Beach
Sanjay Gidwani
Assess. Educate. Sustain.
An assessment tells you where you stand. Education builds the capability. The Co-Pilot keeps it moving — so transformation doesn't stall after the workshop ends.
1. Assess
CRM Maturity Assessment
A structured assessment of where CRM governance, adoption, data, AI readiness, and value realization need attention — scored against the framework.
2. Educate
Build the shared language and capability your team needs — pick the format that fits how you're rolling this out.
Custom team education
For teams that need shared CRM CoE language, role clarity, and facilitated learning tied to your current transformation priorities.
Self-paced programs
For team members who need flexible access to CRM CoE Foundations and the Leadership Mastery learning paths.
3. Sustain
CRM CoE Co-Pilot
Most transformations fade once the assessment is filed and the training ends. The Co-Pilot is where the framework becomes daily practice — track your maturity, run the standard, and see progress across all three domains of the Master Framework.
A full year's subscription is included with every corporate engagement.
What leaders say after the work
20 certified practitioners and 4 corporate teams have come through the framework so far.
"The program gave our team a shared methodology and a common language — that's what will improve user experience, accelerate adoption, and let us deliver consistent value."
"Quote."
"Quote."
Ready to see where your CRM really stands?
Start with a clear view of where CRM stands today and what capabilities matter most next — then enroll the right people in the assessment, education, and roadmap work.
