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CRM Implementation Process

4 Key Steps in the CRM Implementation Process

  1.  1.  Identify all areas of your business that touch the Customer or the Prospect.
  2.  2.  Identify all of the business processes that manage the touch points with the Customer or Prospect.
  3.  3.  Select the appropriate CRM and Sales Force Automation (SFA) system that will allow the business processes impacting the Customer or Prospect to be managed in the most efficient and effective manner.
  4.  4.  Document those business processes and train the users on the utilization of the CRM system with a focus on how that system will deliver value to their daily work lives and how it will maximize their efficiency and effectiveness in managing their relationships with their Customers and Prospects.