Building A Business Case For CRM

Investing in CRM software is a big step for any organisation, and very few boards will just wave it through.

Our 10-step guide walks you through how to:

  • Define the business outcomes you want to achieve and identify the changes you need to make
  • Understand the project context and work out the commercial benefits
  • Define your CRM project budget, costs and ROI
  • Make sure your CRM project stays on track and gets approval from key stakeholders
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See our other resources

Converting your social media leads featured image

Converting your social media leads

Type: #Blog#Marketing

Once you’ve planned your social media strategy, written some great posts and caught some leads, you need to convert them! While the principles are similar to converting leads from other sources, social media has some quirks...

How To Select a CRM Solution featured image

How To Select a CRM Solution

Type: #Webinar Recordings

This webinar helps anyone looking to purchase a CRM – by providing insights into the things to consider when reviewing platforms and what to ask vendors when going through the selection process. To discuss those all important...

The Best Time to Implement CRM featured image

The Best Time to Implement CRM

Type: #Blog#CRM

Most organisations that implement a CRM system will do it once, or maybe twice in a decade. Although some IT staff may see more implementations as a result of job moves, the employees involved in the CRM decision process will...