So the CRM becomes the place where the operation happens and where the board trusts the numbers. There are 3 trainings, which can be hired on their own or combined in the order the operation needs.
Audience
Sales managers, CRM managers, sales reps and CS
The problem
CRM used as data-entry bureaucracy, with no value in the team's daily routine.
What is developed in the room
Stays with the company Practical guide to CRM best practices and operational discipline
Talk about this trainingAudience
Directors, sales managers and RevOps teams
The problem
Sales meetings driven by gut feeling and a lack of revenue predictability.
What is developed in the room
Stays with the company Agenda for sales management rituals and executive sales dashboard in the CRM
Talk about this trainingAudience
Operations, CRM managers, IT and data leaders
The problem
Duplicate records, lack of standardization in reports and uncertainty about LGPD and access control.
What is developed in the room
Stays with the company CRM data dictionary, roles and permissions matrix and database quality dashboard
Talk about this trainingThe training was fully customized, aligned with the gaps I had identified as Commercial Director. The lessons were absorbed right away and we already see a clear improvement in the company's results.
Caio RoslindoChief Revenue Officer · WePayments
A perfect connection between customer focus, data-driven work and the sales team's routine. The project was led with insight and masterful teaching.
Alessandra CarrascoHead of Data · Roche
I hired a CRM implementation and received something infinitely bigger. Today I see a company able to grow with consistency.
Caio SimioniCEO · SIM Fitness
The consultancy's commitment was essential to align our internal processes and improve our sales performance.
Gabriela ProcopioMarketing Director · Planik
The client-consultancy barrier broke early and we started seeing them as part of our own team. That comes from their high level of commitment.
Ricardo TenórioMarketing Director · Tino
One of the best marketing professionals I have ever met. Critical and systemic thinking, and decisive on top of that. Without a shadow of a doubt, Ícaro would be one of my partners in any business, because he has an above-average ability to turn problems into solutions.
Carlos OuverneyCEO · Bluem
For those who use and those who govern the CRM: salespeople, CS, sales managers, CRM managers, operations, IT and the board.
Yes. The content covers adoption, pipeline review and data quality, which apply to any system. The exercises use the CRM the company already has.
With the CRM Adoption and Operational Culture training. Each role learns to use the CRM in its own routine, and leadership defines what needs to be recorded and why.
No. Each training works on its own. When the board does not trust the numbers, the starting point is usually governance and data quality.
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