CRM Readiness Checklist

A successfully implemented CRM solution can deliver tremendous value to your organisation, helping you to grow revenues and reduce operational costs.

However, many CRM projects also fail to deliver the outcomes that were anticipated, resulting in expensive deployments that are poorly adopted by users.

At Workbooks, we have produced this CRM readiness checklist to help guide you through the process of:

  • Clarifying the business case for investing in CRM and;
  • Assessing if your organisation is ready to start a CRM project.
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