Select and Implement a Customer Relationship Management Platform – Phase 1: Launch the CRM Project and Collect Requirements


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For your business to leverage customer relationship management (CRM) technology, proper project planning and stakeholder engagement must occur at the beginning of the project. An evaluation of the current CRM architecture strategy must be performed prior to project planning to ensure success. Use this phase to:

  • Review the merits of implementing a dedicated CRM platform.
  • Structure the selection team.
  • Set baseline marketing metrics you hope to achieve via CRM deployment.

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