We were *just* talking about this last month with our “CRM Best Practices” series. When it comes to CRM implementation, it’s actually quite easy – if you ask the right questions and take a simple approach.
“Before we get to the steps themselves, you must understand that a successful CRM implementation is a workforce transformation programme and NOT just a technology or IT project,” explains Matthew Head, Account Manager at UK-based Collier Pickard. “Two questions that need answering before you can begin are ‘What does success in CRM look like?’ and ‘How do you make it simple?’.”
Here are Collier Pickard’s 8 steps to successful CRM implementation:
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