CRM Fundamentals

Conclusion

Ideally you are finishing this book with a feeling of confidence and optimism about your ability to start, manage, and grow your organization’s CRM program. Our intent has been to break down this potentially daunting task into its component parts, describe each in detail, and leave you with a sense of how they all fit together. CRM is not rocket science, but it requires diligence and energy and thoughtfulness; you and your organization will get from it what you put into it.

In wrapping up, we would like to leave you with a few last pieces of advice: what we would consider the “big picture” takeaways for CRM success, more important than any application feature or document template we have provided.

Communication

Work to establish open ...