CRM Smart Cycle
Step 1: Inception
- Align on the overarching goals of CRM
- Craft a user adoption plan, based on organization maturity of process, system and culture
- Identification of the business capabilities to tackle
- Platform selection
Step 2: Customization
- Agile approach to implementation with deliverables every 2 weeks
- Demonstrations to illustrate the CRM vision
- Building a coalition for change
Stage 3: Deployment
- Final phase of user adoption
- Training
- Go-Live
Step 4: Optimization
- Take advantage of more CRM functionalities
- Benefits of technological improvements
- Quarterly Business Review (QBR) to ensure adoption.
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