Select and Implement a Customer Relationship Management Platform – Phases 1-3


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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

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Select and Implement a Customer Relationship Management Platform

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