Build an LMA Strategy Workbook

Author(s): Timothy Hickernell, Carlene McCubbin, Robert D'Aurelio

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A Lead Management Automation (LMA) strategy is one of the most important elements of the LMA process. It is vital that all organizations develop a comprehensive strategy before starting the software selection process.

Use this workbook to:

  • Create a detailed strategy plan.
  • Ensure staff buy-in.
  • Determine key benchmarks and metrics.
  • Build requirements document for the software selection process.

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