Customer relationship management (CRM) is more than a product—it’s a philosophy. That’s why, when it comes to CRM systems, it’s important to understand all the benefits of an integrated application before beginning the selection process. After all, just as a chain is only as strong as its weakest link, a CRM solution is only as good as its implementation.
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solution that they can get up and running easily, quickly, and at minimal cost. Your First Steps 5. Planning pays. To ensure a successful CRM project, planning is essential. Begin by defining the need for a CRM solution. Arm yourself with the background information to justify the investment costs and to demonstrate where the benefits, savings, and ROI will come from. Next, define the stakeholders in the project and use the needs analysis and benefits projections as a foundation for establishing a common,