How to Create and Execute Your CRM Strategy [Video]

How to Create and Execute Your CRM Strategy

In this video you will learn the key elements of developing and executing your CRM Strategy.

Have a Written Plan! Set Objectives, Prioritize requirements Must Have Should Have and Nice to Have

Define the Problems you are Solving – Set SMART Goals

Establish a Common Platform for all Data, Communication and Calendaring and Train People on it (e.g., Outlook Training)

Establish a Consistent & Repeatable Processes

Establish and Track Key Performance Indicators (KPIs)

Ensuring Continued Adoption

Reporting and Analytics Dashboards

Data Driven Decision Making

Prophet CRM Integration

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