Reading about CRM implementation is one thing, and actually doing it is another one altogether. To maybe help the transition from theory to practice, here is a checklist of all the things that you need to consider and do as described in the first three installations.
We have included the full paragraph of each checklist item for context, and then listed the steps you should be taking. Here it is.
- To preclude either of these outcomes, the existing state of the business has to be reviewed in detail to see how the new technology will fit. Bad procedures have to be cast aside and effort given to developing new ones that will work with your technology of choice.
- Review the existing state of the business.
- Identify and eliminate bad procedures.
- List the necessary new and replacement procedures.