Consider the checklist below. We believe that these strategies will enhance your likelihood of long-term CRM success.
1: Get sponsorship from the top brass. If management doesn't believe in the new approach, why should the employees?
2: Build a team. Prior to developing your CRM strategy or selecting your CRM software, form a CRM team with representatives from each department to make sure colleagues' needs and concerns are addressed.
3: Define your business objectives? Your CRM strategy must be designed with your business objectives and customer requirements in mind.