C H A P T E R 5
Planning the Initial CRM Implementation
Through this point in the book, we have discussed some of the items that will dramatically impact the success of your CRM program. Keeping the components of a successful CRM program in mind as you and your team work through the initial stages of a CRM implementation will allow you to focus on the task at hand.
In this chapter, we will be concentrating on planning the first-phase implementation of your CRM program. We will walk you through the typical phases of an implementation, focus on dividing the available work, and talk through some of the detailed items that can make or break your implementation. More specifically, we are going to focus on concepts that should be evaluated or completed ...
Get CRM Fundamentals now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
