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Month: September 2020

5 Key Ingredients for a Successful CRM Implementation.

Whether you’re starting a new CRM initiative or salvaging an existing one, never underestimate the value of taking the time to gauge. If your organization has the key ingredients for a successful CRM implementation – before you decide to implement.     1. People and process first, software second The best CRM software doesn’t overcome process or people shortfalls. I continue to be surprised by how many companies fail to understand the impact of getting the people / process / technology mix right. Invest the time upfront to make sure your people and processes are in alignment. After that, introduce technology