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10 Steps for Successful CRM Implementation
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When business is booming and your number of customer interactions start to spiral, those ledgers, file cards, access databases and spreadsheets just aren’t going to cut it for your sales team. What do you need? A CRM!
A Customer Relationship Management solution may sound like an expensive and time-consuming venture. But, if you miss out on hopping aboard this bandwagon - you'll be exchanging opportunities for liabilities. But don't just take our word for it! Let's find out why CRM uptake is essential for modern-day business interaction!
QUICK VIEW GUIDE:
0:00 Intro
0:33 10 Steps to Success
1:11 #1 Define Your Goals
1:27 #2 Review and Select a CRM Technology Provider
2:10 #3 Prepare You Data and Build Your Team
2:39 #4 Define Criteria for a Successful Transfer
3:03 #5 Obtain Final Buy-In Organisation-Wide
3:40 #6 Budget Appropriately
4:27 #7 Plan for Innovation
4:51 #8 Rollout the Basics
5:27 #9 Assess the Success
6:07 #10 Revise and Fully Implement
6:30 Outro
To learn even more read our blogs here:
Follow Us:
#CRMImplementation #CRMprocess #CRM
When business is booming and your number of customer interactions start to spiral, those ledgers, file cards, access databases and spreadsheets just aren’t going to cut it for your sales team. What do you need? A CRM!
A Customer Relationship Management solution may sound like an expensive and time-consuming venture. But, if you miss out on hopping aboard this bandwagon - you'll be exchanging opportunities for liabilities. But don't just take our word for it! Let's find out why CRM uptake is essential for modern-day business interaction!
QUICK VIEW GUIDE:
0:00 Intro
0:33 10 Steps to Success
1:11 #1 Define Your Goals
1:27 #2 Review and Select a CRM Technology Provider
2:10 #3 Prepare You Data and Build Your Team
2:39 #4 Define Criteria for a Successful Transfer
3:03 #5 Obtain Final Buy-In Organisation-Wide
3:40 #6 Budget Appropriately
4:27 #7 Plan for Innovation
4:51 #8 Rollout the Basics
5:27 #9 Assess the Success
6:07 #10 Revise and Fully Implement
6:30 Outro
To learn even more read our blogs here:
Follow Us:
#CRMImplementation #CRMprocess #CRM
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