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CRM

How to Create and Execute Your CRM Strategy [Video]

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 GoalsEstablish a Common Platform for all Data, Communication and Calendaring and Train People on it (e.g., Outlook Training) Establish a Consistent & Repeatable ProcessesEstablish and Track Key Performance Indicators (KPIs)Ensuring Continued Adoption Reporting and Analytics DashboardsData Driven Decision Making Prophet CRM Integration