CRM Implementation: 8 Steps for a Successful CRM Rollout
Using a CRM (customer relationship management) platform is pretty much standard practice—91% of businesses with more than 10 employees use one.
But what’s less common is building a comprehensive CRM implementation process.
Commonly, business leaders sign up for an account with their preferred CRM platform and then throw access to their department leaders (sales, marketing, success) and let them figure it out.
The result?
Disconnected relationship management processes, poor data governance, and altogether inefficient use of the system.
In this article, we’ll outline the 8 critical steps to designing a successful CRM rollout, so you can avoid these mistakes and get working efficiently from the get-go.
But first, let’s clarify some things about customer relationship management.