Are you ready to “run” with CRM?

In the “race” to implement CRM, there are three key milestones you must consider.

CRM can do just about anything – that’s what makes it attractive to so many organizations and industries today! ONce you know what race you’re running, your chance for success is higher. Know your path, know how your navigating, and how you’ll get there.

Let us elaborate by milestone –

5K

At this milestone, you will select a CRM solution and partner.

Half-Marathon

At this milestone, you will work with your CRM partner to design and configure your CRM solution. This is often where things become more challenging, because it takes more collaborations and commitments to ensure a seamless soltuion is implemented.

Cross-departmental support is crucial.

High involvement from many people across your organization and among your external collaborators is required.

Full Marathon

Once you implement CRM, CRM is forever. This isn't to scare you, but empower you with support! When you implement CRM, it should be at the core of your business operation and functionality.
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CRM is not a one-and-done process. When you go live with your CRM solution, you are bound to undergo a huge culture shift, and an exciting one at that!

As CRM evolves, so will your team along with it and vice-versa. Go-lives may be challenging and require a lot of time and patience, but it’s important to remember the positive long-term impact and investment of your system.

CRM will become a core part of your culture.

Learn more about what it takes to successfully implement and choose a CRM solution in Ledgeview’s new eBook, “CRM from A to Z.”

Download your complimentary eBook copy here.