Get the Most Out of Your CRM Workbook

Author(s): Lisa Highfield

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The Get the Most Out of Your CRM Workbook serves as the holding document for the different elements from the Get the Most Out of Your CRM blueprint. Use each assigned tab to input the relevant information for the process of optimizing your CRM.

Use this workbook to document the following:

  • CRM Optimization Team
  • CRM Business Model
  • CRM Optimization Goals
  • CRM Process Importance
  • CRM Process Assessment & Prioritization
  • CRM Vendor Rating and Optimization Areas
  • CRM Costs (Optional)
  • CRM Framework (Optional)
  • CRM Optimization Roadmap

View the Complete Blueprint:

Get the Most Out of Your CRM

In today’s connected world, continuous optimization of enterprise applications to realize your digital strategy is key.

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