CRM Automation

Step 6: Roll Out Your CRM System

The rollout of your CRM system will mean bringing together many small, yet significant pieces that the sub-project management teams have been working on through completion of the pilot. Therefore, there should be a Rollout Plan that describes in great detail each of the pieces associated with the rollout, including who will be trained, where the training will occur, and for how long. Training is not restricted to rollout training, and should include pre-rollout training, such as computer literacy training. You do not want noncomputer literate users to participate in your CRM rollout training classes. Your rollout plan will also describe the exact content and timetable for each rollout training session, as well ...