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Bread Crumb

How Do I Optimize My CRM System?

Speaker: Jonathan Schloo

 

Transform Your CRM :: Part 9

 

0:10 – video start

So this is one of our concluding slides here and that is to—the step—the process that you’ll be going on as you look for a CRM.

0:17 – Q&I Overall CRM Steps

CRM 7 Step Process to CRM Success

Number one, assess and diagnose. Number 2 is to prototype and project plan. Number 3 is requirements. Four is to customize it, then integrate, training, and then you get dashboards and reports at the end. When all that’s done that’s really the end result product of it.

Thank you very much.