Step 1: Why? Don’t overlook the desired outcome

Do document your desired outcomes.

Review what has led you to need CRM.

What are the headlines?

What are the business pains?

Don’t write this down and forget them.

Do document the required outcomes and get them agreed at director level.

Do keep these goals in mind and communicate them company-wide.

A true CRM solution allows management to understand the way the business functions, measuring KPI’s and achieving greater efficiency or profitability through better targeting.

Without this focus your CRM won’t meet the desired outcomes.