CRM Automation

Maintain a Long-Term Systems View

Lastly, it is valuable for you to maintain a long-term systems view, i.e., there will be successes and failures during your CRM project, and you should prepare to survive both the good and the bad times. A failure or two that is overcome during your project often strengthens your resolve and demonstrates to senior management that the project indeed has needed user commitment.

We have been in many situations in which a CRM project hits a snag, and the first reaction from management is to get overly excited rather than to quietly take the time to properly address and resolve the situation. We have found that maintaining a long-term systems view will help in these situations.

Also remember that your current initiative ...