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Our Seven Recommendation to Plan CRM strategy for businesses to achieve a long term value
- 1. Define your CRM Vision Consider Reporting Output Process & Prepare Data Secure Your Data & Identify the Risks Define your Business Process Approach Integrating CRM 01 03 05 07 02 04 06 The Seven Steps to Plan Customer Relationship Management W W W . D R E A M C Y B E R I N F O W A Y . C O M F i n d o u t m o r e a t : Set high level goals for your strategy. Examples may include better reporting, shorter sales cycles, converting more marketing leads & improved customer retention. Confirm the critical metrics that you want your CRM system to measure. Think about the type of reports, charts and dashboards you’ll need to track progress. What data needs to be imported to your new CRM system? How clean is it? If you’re importing history how far do you want to go back? What type of records will be imported in addition to contacts & companies? Every CRM project has risks involving technology, users and processes. Assess the biggest risks to your project and take steps to mitigate these threats. Review your processes to assess how they will be managed by a CRM application. CRM record including contacts, sales opportunities, support cases, campaigns, leads & any other relationship & process that need to be managed. -How will CRM data be shared among teams? Consider what level of access each user role should have. Do any permissions need to be withheld or export. Our Seven Recommendation to Plan CRM strategy for businesses to achieve a long term value