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Engagement models

Transfrm partners with clients in an individual way to suit their unique needs. Some typical models for a CRM transformation enabled by Salesforce or Dynamics 365 are:

  

  • Advisory role aligned to Programme boards


  • Programme setup and mobilisation


  • Fractional (X days/month) programme oversight and CxO ‘critical friend’ for advising on best practice, next steps or challenges arising


  • Ongoing health checks and assurance aligned to delivery milestones


  • Ad hoc support and coaching for quality deliverables

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