Introducing QGate's CRM Success Program
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The document outlines a 9-step process for effective CRM implementation in 2020, starting with defining goals and requirements and moving through strategies for optimizing operations and user engagement. It emphasizes the importance of system design, testing, maintenance, and demonstrating value to users. Finally, it highlights the need to measure ROI and continuously improve the CRM system.
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Introducing QGate's CRM Success Program
- 1. The 9 steps required to achieve an effective CRM implementation 2020 CRM Success Program
- 2. Consider what you want to achieve from your CRM project, what’s needed from your business, and the basis for potential vendor conversations. Step 1/9 2020
- 3. Start building a CRM strategy by defining your CRM goals, objectives, and features. Step 2/9 2020
- 4. Understand the ideal processes needed to optimise operations and empower your employees. Step 3/9 2020
- 5. Translate your vision into a reality with a prioritised list of CRM requirements to build against. Step 4/9 2020
- 6. Design a system to maximise your return, one which realises the prioritised requirements with a functional design specification. Step 5/9 2020
- 7. Step 6/9 2020 Test your 'beta' system to assess whether it satisfies your business and functional requirements.
- 8. Engage your user base through demonstrating value to them as individuals. Step 7/9 2020
- 9. Ensure your system is maintained and supported to keep it at optimum health. Step 8/9 2020
- 10. Step 9/9 2020 Realise your investment and prove its business value, then apply the Use/Learn/Iterate approach to increase your ROI.
- 11. 2020 WANT TO LEARN MORE? LinkedIn: @QGate Twitter: @QGateSoftware YouTube: search QGate VISIT OUR SOCIAL CHANNELS