Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management

3.3. Summary

In this chapter we learned how to successfully prepare for and plan a successful CRM initiative. We reviewed the best method of assembling the team to ensure the appropriate organizational representation is involved. We defined the approach for evaluating and defining the CRM vision for your organization; and we detailed the process for planning and scheduling the project to achieve a successful implementation that is appropriate for your organization. Now that you have completed the necessary planning to position your organization for CRM success, it is now time to embark on your implementation approach.