You’ll be scored against the following key areas:
Strategy
Discover the importance of a defining your CRM goals and objectives in line with your wider business strategy.
Processes
Understand how mapping information flows and documentation or reporting needs are key to building a CRM that delivers.
Features
Identify your list of 'must have' features and understand how they will drive the functional design and structure of your CRM.
Users
Gain an understanding of different type of users, their CRM requirements and the affect this can have on your ongoing usage costs.
Data & Integrations
Find out about the importance of identifying integrations and data flow requirements early in your CRM project.
Project
Discover how to build a strong project team to ensure your CRM delivers its objectives, on time and on budget.
Take the CRM Readiness Assessment now to receive instant results and recommendations
