CX / CRM Workshops - Ambit Group

Why a workshop?

 

Most CRM and CX initiatives do not fail because of the technology.

They fail due to a lack of clarity regarding objectives, processes and the specific benefits. And now, of all times, AI is changing the rules of the game: agent-based assistants are taking over routine tasks, standardised data is creating a 360° view, and Copilot is becoming part of day-to-day operations.

The workshop brings strategy, business units and IT together for a day – and ultimately provides a robust basis for decision-making rather than just another demo. From over 200 CRM implementations, we know what really matters.

Maturity Assessment

A simple maturity assessment for your organisation.

Current situation & pain points

Structured analysis of the current situation and areas for action.

Implementation recommendation

Specific next steps, scope and direction.

Dynamics 365 & Live-Demo

Platform overview featuring AI agents in action.

Choose Your Focus

Nine Topics - One Format

Each workshop is a standalone one-day session following the same proven format—tailored to your specific topic area, always with an AI-first approach.

Sales

From Lead to Close. AI Agents for Lead Research, Pipeline, and Forecasting.

Details

 

Field Service

From Assignments to Predictive Maintenance: AI Planning and IoT

Details

 

CRM - General

Rethinking Customer Relationships: End-to-End & AI-First.

Details

 

Marketing

From a campaign to an orchestrated journey with Copilot and real-time data.

Details

 

Contact-Center

Across all channels: Real-time voice agents instead of traditional IVR.

Details

 

AI in CRM

From Co-Pilot to Autonomous Agent: Areas of Application, Data, Governance

Details

 

Customer Service

Ticket to Service Relationship: Agents, Cases, and Knowledge

Details

 

Customer Platform

Real-Time 360° View of the Customer: The Data Foundation for AI

Details

 

Customer Experience

The Customer Experience as a Driver of Growth: Journeys Across All Areas.

Details

 

A Look at the Day

From Vision to Decision-Making Framework

A structured day that inspires, assesses the status quo, and leads to concrete next steps—based on the Microsoft Catalyst methodology.

Format: up to 12 decision-makers and subject matter experts · on-site, at Ambit, or virtually · in German or English.

Your Benefits

What You'll Take Away from the Day

Depending on the role, the workshop addresses different objectives—always with the goal of safeguarding investments and ensuring that projects remain manageable.

Decide with Confidence

Executive Management · C-Level

  • A Solid Basis for Decision-Making Instead of Gut Feelings
  • Strategic Alignment and a Sound Investment
  • A Clear Direction and Next Steps

Foundation/Governance

Data & IT Managers

  • A 360° Data Foundation Instead of Siloed Solutions
  • Target Architecture with Governance and Security
  • A Realistic Assessment of AI Readiness

Growth with AI

Sales & Marketing Management

  • Greater Pipeline Transparency & Reliable Forecasts
  • Orchestrated Journeys Instead of Individual Campaigns
  • AI Agents Take Over Routine Tasks

Clarity Before Building

Project & CRM Managers

  • Prioritized Areas of Action and Quick Wins
  • Realistic Scope and High-Level Roadmap
  • Shared Vision Across Business Units and IT

Service Efficiency

Service & Contact Center Management

  • Faster Solutions Through Agent-Driven Case Handling
  • Reduced Workload for Teams and More Self-Service
  • Consistent Experiences Across Channels

Not sure which topic is right for you?

We'll discuss this in a brief, no-obligation preliminary meeting and recommend the right workshop for you.

Schedule a preliminary consultation.

Christian Schipp

CX Transformation Advisor / Partner

Christian Schipp supports companies with CRM and customer experience initiatives using Microsoft Business Applications.

«Your success is my passion.»

 

 

 

 

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