Summary
This chapter covered the following:
- A phased approach to implementing CRM, consisting of multiple smaller projects, is a more effective, lower-risk approach than attempting a single large project.
- Begin your roadmap planning with a detailed assessment of your current situation.
- Lining up the people is a critical part of roadmap planning to ensure that the impacted groups have the bandwidth and motivation to support CRM.
- Consider both pilot and proof-of-concept projects if appropriate for your situation.
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