Discover - Engage Early
Find the exceptional
Hidden within your people is a reservoir of undiscovered skills, experience, and strengths. We call this your positive core.
It’s undiscovered because people are often defined by what they do now rather than what they can contribute.
Engaging them in this process makes adoption much easier and your success more assured.
Discover - Engage Early
First - Is 4D.CRM right
Human Centred CRM will only be right for some organisations and situations.
If you are implementing a CRM to foster higher-value stakeholder relationships that deliver more valuable business more often, then Human Centricity is crucial.
But if you are upgrading your CRM for purely technical reasons, such as replacing an existing product that is no longer supported, then you need a technology-focused approach.
I offer this approach under Actionable Service.
Second - Stakeholders
If a Human-Centered approach is right for you, then you need to know who these people are—the stakeholders.
The plan to improve the value of your relationships and the profitability of your business will impact who?
Who will need to use the CRM System you plan to implement so that they can deliver the results that make your investment worthwhile?
We identify the positive core of skills and experience they have, and you can leverage
Third - Right questions
When you decided to invest in CRM, there were probably several things that you felt needed to change (Agenda for Change)
The next phase is to discover how your stakeholders, who will need to deliver that change, can help.
We do that by asking provocative questions to mine their experience and skills to identify the answers that make sense in their everyday work world
These questions also motivate and energize them to think about the future.
Fourth - Making Sense
The data collected is qualitative and human-centric, including stories and experiences.
Making sense of that data means finding the themes, metaphors, and stories that are important to get to the root of the factors that you can leverage.
We are looking for those examples where the things that will enhance your relationships – are already happening.
We call this process Making Sense of Success and leverage this core in the other 3 phases.
What's behind 4D-CRM
A deep belief of Appreciative Inquiry is that the way you ask questions is fateful. It goes beyond collecting data and is part of the transition itself.
The traditional approach is to find out what is lacking or going wrong and try to fix it. This approach can negatively affect the project’s direction.
A more positive approach, which looks for evidence of what you want to happen already happening (even if rarely), sets the path on a more positive trajectory that starts to motivate and energise your people from the start
Appreciative Inquiry for CRM
We bring together your organization’s stakeholders, who may rarely, if ever, talk to each other. They can come from different parts of the business and levels of seniority.
Through these workshops, facilitated by us, they discover each other’s skills and experiences, maybe for the first time, and appreciate the positive core they have together.
This builds a team’s confidence that the project is achievable and energizes them to deploy the changes they want to see together.
Find exceptional in your stakeholders
We are practiced facilitators of Discovery workshops and know how to help your people uncover their skills and positive core
Tell me more
Experience & Background
My accademic background is in Psychology and Social Philosophy which has been developed with accreditations in Marketing (CIM Diploma and IDM Diploma).
I have also studied and become accredited for both Change Management and Agile Project Management with a stromg interest in creative writting.
I also have 40 years of experience in all levels of business and across six different markets. This includes Registered Directorships, Owning and running my own businesses, as well as being one of the troops.
Need a problem fixed now?
If you have an urgent ZOHO CRM problem you want to get fixed now you can raise a support ticket here and we will call you back to discuss it.
Or you can contact us to discuss your problem in more detail by filling out the form on the right.
