DOWNLOAD OUR FREE WORKBOOK 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.
Download Now: This workbook was created using best practices and industry learnings.