No one starts their CRM project without a plan. But most companies fail to create a plan that results in success. In fact, 47% of CRM projects fail 2 or more times before getting it right. Initial or annual planning for customer engagement is a unique process. This session delivers a framework for moving a project forward, getting it on track, or starting a new project with the right foundation.
· Understand the value of a CRM project and articulate it to management
· Create the CRM annual plan
· Engage your users and leadership in the planning process