Customer Relationship Management (CRM)

CRM Implementation


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Top 10 Tips Top 10 Tips


  1. Create a Governance Board

  2. Use the CRM project as a chance to rethink how you do things in your business

  3. Allocate sufficient time for preparation and migration of the existing data

  4. Be prepared to manage resistance to change

  5. Make sure key staff, including the CEO, is involved

  6. The Executive Sponsor should be involved in regular project reporting.

  7. Identify and appoint 'champions' to head up a successful implementation

  8. Provide training every time as a major change is made

  9. Give users a way to provide feedback

  10. Don't rush, make sure it's right

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