CRM Fundamentals

Monitoring the Vendor Ecosystem

Regardless of whether you have just completed your initial deployment or you are a number of phases or upgrades into your CRM journey, it is important to keep an eye on the vendor ecosystem associated with your specific CRM application. In this section of the chapter, we will provide some high-level information on the various ways you can monitor what is happening around your tool.

Conferences

Many larger CRM vendors have an annual conference. Making the investment to send someone from your organization to these events could inform you of new application features that are important to your organization.

These conferences typically include a functional track that could be beneficial for your SMEs, project sponsor, ...