About This Webinar

Select and Implement a CRM Platform

Select a top-tier platform to support interactions across marketing, sales, and customer service.

Selecting a CRM platform is no easy task. IT must work hand-in-hand with the business to develop a comprehensive list of selection criteria as well as understand best practices for a successful implementation (including CRM application and data integration).

This project will enable IT to work with the business to:

  • Create a selection strategy for Customer Relationship Management.
  • Create a comprehensive list of business requirements across marketing, sales and customer service.
  • Select a CRM vendor that is a right-sized investment that satisfies all of the identified requirements.

The project benefits will enable you to:

  • Avoid making unnecessary new CRM investments.
  • Select a platform that will improve metrics related to customer interaction.
  • Make informed decisions about the types of technologies and initiatives that are necessary to support customer relationship management.

This is an On-Demand webinar:

This webinar was previously recorded. To view our upcoming live sessions visit our Webinars page.

Featured Speakers

Ben Dickie

Research Director and Executive Advisor, Applications
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