Nicoleta K.

Hi Damian O. I plan to show them how many leads they loose because of not having CRM, but they use spreadsheet in their multi markets and there some with significant leak in ROI since the data stay with the distributors.

Hi Damian O. I completely agree with your point. I’m working with a client who keeps rejecting CRM implementation, which creates a major challenge for their marketing teams when it comes to proving ROI. the situation is:

I’m currently mapping the user journey and exploring creative solutions to help their market teams address these blind spots. Specifically looking at AI agents or lightweight tech stacks that could bridge the gap without requiring full CRM adoption and Strategies to transition offline journeys to digital incrementally Have you encountered similar situations where organizations resist CRM but still need lead visibility? Would love to hear if you’ve found workarounds that worked.

Apreciate it Gianluca D. 🙏

who are you?? I’m so impressed hahaha Thanks so much Gianluca D.

Thanks so much Gianluca D. All really useful, my only issue is the time I need to brainstorm with my colleague who has less hours than me and I requested to at least have 5 hours extra assigned to meet but wasn’t accepted because what has been asigned to us is according the agreement with the client and we cant move things around only option is for me to give my colleague a few of my hours. Should I try to insist? Any feedbacks? He is in the digital marketing I am a brand strategist I find his feedback very useful.

Right now I am working for a big client, we audit 10 markets in behalf of the umbrella brand. I do stakeholder interview for all markets, audit, analyisis, Polls, Secondary research, Personas Buyers Journey and last playbooks for all markets. Each market is very challenging, everything needs for time to brainstorm but my colleague has also limited hours. I have never worked like this before so if you can validate my situation here being contstraint will help me to see if i should allocat emy hours properly or simply request for more. The project has to finish end of March and started begging of December. Ay feedback would help. I want to do the deep dive and see what I will discover and also provide solutions but I end up always out of time. 1. Audit & Stakeholder interviews 27.5 Hours 2. Persona Matrix & Persona Profiles 30.0 Hours 3. User Journey Diagrams & Opportunities 33.0 Hours 4. Final Documentation & Recommendations 41.0 Hours 5. Workshop Summary & Alignment Docs 23.0 Hours