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10 11 Steps to a 
Successful CRM 
Implementation
1
2
3
4
5
6
7
8
9
10 
“I hear and 
I forget. 
I see and I 
remember. 
I do and I 
understand.” 
…Confucius
IT’S WORTH IT! 
11
+
Questions?
@ledgeviewcrm Tweet #CRMConf 
linkedin.com/company/ledgeview-partners 
facebook.com/ledgeviewpartners 
ledgeviewpartners.com/blog
10 Steps to a Successful CRM Implementation
10 Steps to a Successful CRM Implementation
10 Steps to a Successful CRM Implementation
10 Steps to a Successful CRM Implementation
10 Steps to a Successful CRM Implementation

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10 Steps to a Successful CRM Implementation

Editor's Notes

  1. Open PP Open Energytraining Get the iPad ready (connected) Using Muhanad’s laptop
  2. You’ve already determined the value that CRM can bring to your organization (Sales, Marketing, maybe Service) so now you’re ready to do something about it. Vanilla: + You get exactly what you want - Cost more (dollars and time) - Involves a Design phase Industry Product: + Less expensive (dollars and time) + You get up and running much faster + Typically you ‘ll work with someone with knowledge of your industry - You may not get “exactly” what you want (maybe 98 or 99%)
  3. Flip to O&G and show the following: Accounts list Order History info for Fairview Manufacturing 12 month summary O.H. Dashboard Dashboard 5 – Goals vs. Actual
  4. Demo: Show our iPad app
  5. If I’m doing OK on time: Pull up our Videos!