Small Business CRM, Part 5: How to Save a Troubled Implementation - Story From: CRM Buyer
A successful CRM implementation starts with good preparation. It is a good idea to document the goals and objectives of the small business first and test the system with the users, Sheryl Kingstone, director of the enterprise research group at Yankee Group, told CRM Buyer. “Be proactive,” she advised. A lack of good communication can be one of the first warning signs that an implementation is in danger of failing. People should be sharing information, processes and screenshots, she suggested. “Be aggressive with communication.”
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