CHAPTER 9

What Is Needed to Successfully Develop and Implement a CRM Strategy?

Earlier chapters have covered the various aspects of CRM development and implementation. Here is a summary of the key principles and practical steps that should be embodied in your approach to CRM. The foundations underpinning CRM, which, if not put in place, will mean you have not built a solid and robust CRM business model and related practices and processes.

Remember, above all, that developing and operating a CRM model is more than installing a software package. Fundamentally, it is a “top down” approach to business management. It involves all the functional areas of your business who need to be fully engaged and integrated into the CRM strategy and operating plan—human ...

Get Customer Relationship Management 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.