Course Name

Digital Customer Relationship Management for mSMEs


June 30, 2021 - July 09, 2021

Schedule via Zoom: 

June 30 and July 7, 2021


8:30 am - 12:00 pm

July 2 & 9, 2021


8:30 am - 12:00 pm

Regular Rate:

Php 11,000

Early Eagle Rate:

Php 10,000

Valid Until:

June 16, 2021

Digital Customer Relationship Management for mSMEs


A learning series that will equip and enable you to transform the way you attract, delight and keep your best customers, in order to meet the demands of the new normal and beyond.

Who should attend
  • Senior or middle managers of corporations that have been around for more than 10 years and are now struggling to keep their business relevant given their traditional practices and outdated software programs (or complete lack thereof)

  • Legacy and family businesses who seek to innovate and take the first step into digital transformation

  • Passionate employees of legacy companies who seek to spark a change in their companies and champion its digital transformation by first understanding and experiencing its benefits for themselves

  • Small and local business owners who want to keep their business growing and thriving under the new normal

After the course, you will:

  1. Examine your marketing department's need and readiness for digital transformation;
  2. Envision the kind of transformation that you aim to achieve for your business within the specific area of attracting, keeping and growing your customer base;
  3. Identify areas and processes that can and should be streamlined, innovated and/or automated;
  4. Create an execution plan to fill the gap between your vision for the near future and your actual present; and
  5. Device a sustainability plan that will ensure the continuity of your sales and marketing transformation efforts.

I. Examine 

A. Setting a common understanding: our core beliefs on real and lasting transformation 

B. The "Human Plus" Innovation Model

C. A guided examination of your existing processes and workplace culture when it comes to dealing with customers 

D. Identifying blockage and bottlenecks

E. Presentation of diagnostic template

F. Group work

II. Envision

A. Presentation of outputs

B. Case studies and real-life examples of mSMEs

C. Creation of digital transformation roadmap

III. Execute

A. Filling the gap between your current scenario and your transformation peg 

B. Building your transformation arsenal with easily available tools and platforms for automating and digitizing

C. Group work

IV. Ensure Sustainability 

A. How to communicate your digital transformation roadmap and execution plan

B. Designing a framework 

C. Group work and Final Presentation

Ms. Gretchen Veran is a digital marketing and transformation advocate with a bias for execution, a relentless pursuit of growth and a passion for educating & enabling mSMEs. She is also a leader and entrepreneur who’s been honed and humbled by more than 10 years of extensive business development and marketing experience across multiple industries.

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