Building Your Initial Roadmap
In this section, we’ll focus on the process to build your initial roadmap to launch your CRM program. If you have already established a CRM program and deployed a CRM application, we’ll cover the special case of developing a roadmap after you’ve already implemented a CRM application in the “Developing a Roadmap Midstream” section.
Assess Your Current Situation
The heart of roadmap planning is assessing your current situation and your strategic goals; a study of these should suggest a set of initiatives that then need to be ordered and scheduled appropriately to maximize efficiency and minimize risk.
Current Business Processes
A useful first step in building your roadmap is to document your current business processes ...
Get CRM Fundamentals now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
