Select and Implement a Customer Relationship Management Platform Storyboard Sample
Ensuring you have the right suite of tools for sales enablement, marketing, and customer support management is critical to putting your best foot forward.
Customer relationship management (CRM) suites are a rapidly maturing and dynamic market, with a landscape full of vendors with cutting-edge solutions and diverse offerings. As a result, finding a solution that is the best fit for your organization can be a complex process. Align your business and IT objectives for your desired CRM suite through a rigorous and comprehensive requirements gathering process that includes process mapping, stakeholder interviews, and customer data analysis.
Phases within this storyboard include:
- Launch the CRM Project and Collect Requirements
- Select a CRM Solution
- Plan the CRM Implementation