Creating a CRM Strategy

To make the most of a CRM system, you’ll need a plan of action. In this section, we look at the process of defining a set of CRM needs and establishing a solid CRM strategy. Then, we’ll explore the importance of collecting feedback from the teams that will actually be using the system. Finally, we’ll explore you can use CRM’s analytics and reporting capabilities to monitor performance of various teams, as well as the system itself!

Why not check the glossary to make sure you are familiar with key terminology? (new tab)