CRM success starts with a CRM plan. Once you have invested the time to articulate the initial ideas for your new CRM home, share your thoughts with your CRM consultant or architect and key stakeholders in the organization, and put your CRM plan on paper.
Building a home – and configuring a new CRM system – are complex projects. For both, it typically makes sense to bring in an expert to help plan the project. Just as it makes sense to hire a skilled architect to create the blueprint for your new home,
If you don’t know where you are going, how in the world will you know when you get there? This is some sage CRM success advice. This is also the reason that for every CRM journey – from international adventures such as a full-scale firm-wide roll-out,
So what should you pack for your journey to CRM success? First I would start with some patience. CRM success is rarely instantaneous, and if you are in a hurry to see immediate results, you are often going to be sadly disappointed.