5 Steps to a Successful CRM Deployment

Planning and Preparation are Critical. Your CRM's Success Depends on Your Implementation.

Deploying a CRM is not just about choosing a software, it's about defining why you need it. Picturing the desired end result will help you determine your software solution.

This ebook explores:

1. Defining Needs
2. Organizing, Cleansing, and Segmenting Data
3. Identifying Data Record Criteria 
4. Testing
5. Deploying, Documenting, and Training