Initiating and Executing a CRM Phase


Planning the phases of your CRM initiative, which we covered in Chapter 3, requires you to define a vision for the solution, develop your organization’s long-term goals in support of the vision, and prepare a roadmap that will achieve the benefits identified. Knowing the overall roadmap for implementing the full initiative is vital to long-term success. In addition, executing on each phase or project of the roadmap is important when building and maintaining the momentum and benefits provided throughout the initiative.


Business Process Customer Service Functional Area User Acceptance Iterative Design 
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.


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© Justin Mathena, Aaron Yetter, Hoss Hostetler 2009

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