Plan ahead to ensure success
“CRM cannot be installed, but must be adopted.” Martha Rogers, Peppers & Rogers
You know how to manage your clients and your prospective customers but the systems you use could be better. Maybe you are new to CRM, or perhaps your existing CRM system is not delivering the results you want. Either way, a change to CRM requires careful planning.
You need to understand your tactical plans—how you acquire new clients, develop relationships and retain loyal customers—before you start looking at software packages. If you prepare for CRM in this way, you will be able to identify the features which deliver the highest value and eliminate the “nice to have” items. The Preparing for CRM Workshop will help you find the answers to key questions about CRM:
- Is it strategic?
- Where does it hurt?
- Do we need perfect data?
- Where do we go from here?
Get in touch today to discuss preparing for CRM for your organisation.