Step by Step Guide: To Getting CRM Right - Step 1

Defining Business Requirements and Selecting the Right System and Partner

CRM Pre-Implementation Specification Process

  • Define current business pain points and opportunities
  • Define CRM Objectives
  • Departmental buy in and involvement
  • Define departmental pains and opportunities
  • Forecasting CRM ROI
  • The right questions to ask when selecting the most suitable system and partner, based on your specific business requirements.
  • Shortlisting Suppliers

Download: 'Step by Step Guide: to Getting CRM Right - Step 1'.

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