Step 1: Prepare for Your CRM Implementation
Preparation means that you and/or your systems implementers need to create the following:
A financial plan that demonstrates commitment to the required financial resources for personnel, equipment, and integration activities.
A clear project methodology to ensure that the project stays on track and within budget. There is no one best project methodology, but use of one is non-negotiable.
An implementation plan for your project that lays out each To-do step, assigns responsibility as well as a date for each To-do item, and provides milestone checks for each To-do item.
A communications plan that describes the types of internal marketing communications that you intend to realize during the implementation ...
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