Summary
In this chapter, we analyzed the process of managing and delivering a CRM implementation. Some of the key topics that we studied include the following:
The makeup of a CRM implementation team
The key steps to a successful CRM implementation
How to plan your CRM implementation
Some common pitfalls to avoid in your CRM implementation
The importance of genuine team involvement
How to set CRM implementation project goals and specifications
How to select a CRM development partner
Managing your data import process
The CRM training process, for both management and staff
CRM training materials—suggested content for a CRM training slideshow was provided
Stepwise introduction of your CRM system as a key to a successful initial CRM implementation and overall long-term CRM program
Continuous user and customer feedback resulting in improvement of the CRM system as key to keeping your business operating at its competitive best
In the following chapter, we will go on to study more advanced CRM topics that increasingly...
