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CRM Fundamentals by Mathew Johnson, Brian Paulen, Scott Kostojohn

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Maintaining CRM

Following the deployment of your CRM application, it is important that you quickly transition into maintenance mode. This phase of your project will revolve around providing needed support to users, triaging issues with the application, and ensuring that the key CRM documentation remains up to date.

Supporting Employees and Gathering Feedback

To keep CRM moving forward, it is important to provide an atmosphere where employees feel supported and issues don’t fester. An organization’s ability to address the inevitable questions and issues quickly will ultimately contribute greatly to CRM success and the ability to get resources, both financial and otherwise, to continue to grow the program.

One way to support employees is to identify ...

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