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Building A Business Case For CRM

Are you working on a CRM initiative and want to convince your management team to invest into it? Can you see the benefits of CRM for your business but are not sure that other key stakeholders do?

CRM is likely to require a substantial investment and very few boards will simply wave it through. You need to present a rounded view of the costs and benefits, and so need to invest time in building your case.

This guide covers the ten essential steps to follow in order to build a compelling business case for CRM.

  • Understand your desired business outcomes & assess the required changes
  • Market context & commercial benefits
  • Budget, costs & ROI
  • Tips on making sure the projects stays on track and gets approved