Seven Recommendation to Plan CRM strategy for businesses to achieve a long term

1. The Seven Steps to Plan Customer Relationship Management Our Seven Recommendation to Plan CRM strategy for businesses to achieve a long term value 01 Define your CRM Vision Set high level goals for your strategy. Examples may include better reporting, shorter sales cycles, converting more marketing leads & improved customer retention. 02 Define your Business Process Review your processes to assess how they will be managed by a CRM application. 03 Consider Reporting Output 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. 04 Approach CRM record including contacts, sales opportunities, support cases, campaigns, leads & any other relationship & process that need to be managed. 05 Process & Prepare Data 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? 06 Integrating CRM -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. 07 Secure Your Data & Identify the Risks Every CRM project has risks involving technology, users and processes. Assess the biggest risks to your project and take steps to mitigate these threats. F i n d o u t m o r e a t : W W W . D R E A M C Y B E R I N F O W A Y . C O M