Why a Phased Approach to Your CRM Program?

When you have developed your initial vision for your overall CRM program, it may be tempting to try to realize the entire scope with a single project. This appears to be the most direct and shortest path to achieving the vision. We strongly discourage this type of “big-bang” approach, where your organization attempts to move from “no CRM” to “full CRM vision” in a single project. In this section, we hope to convince you that a phased approach, whereby several smaller projects are chained together to progress toward the complete vision and grow the footprint of CRM, is a much more sensible approach and will increase the success of your program. Building internal momentum for one big push may seem easier, ...

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