Planning Your CRM Initiative

Strategic Planning


Now that you have decided your business needs a CRM system how do you go about implementing the system to ensure initial and continued success? This chapter will discuss how to tackle the long-term strategic planning of your CRM implementation, and will address such questions as these:
  • How do you decide what functionality you need in a CRM system and when you need that functionality?

  • How do you align your business needs with your CRM vision and roadmap?


Steering Committee Subject Matter Expert Pain Point Sales Team User Adoption 
These keywords were added by machine and not by the authors. This process is experimental and the keywords may be updated as the learning algorithm improves.


Unable to display preview. Download preview PDF.

Unable to display preview. Download preview PDF.

Copyright information

© Justin Mathena, Aaron Yetter, Hoss Hostetler 2009

Personalised recommendations