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Build An (almost) Foolproof Plan for Your Next CRM System

We’ve helped countless Service Leaders plan for and successfully implement CRM to improve customer service processes and increase customer satisfaction. Now, we’ve put that guidance into an easy-to-follow plan for CRM success.

In this workbook, "Build An (almost) Foolproof Plan for Your Next CRM System," you’ll receive how-to guidance and helpful exercises on how to:

• Identify key stakeholders and an executive sponsor for your project
• Create goals and set a timeline
• Define your business requirements
• Create a training and support plan
• Identify and research CRM implementation vendors

The purpose of this workbook is to simplify the CRM evaluation and implementation process for Customer Service Leaders so you can spend your time focusing on your business, not on the technology supporting your business.