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The Final Step of Your CRM Journey: Assign Tasks and Responsibilities Welcome to the eighth and final blog of our 8-part blog series, The Ultimate Guide for Your CRM Success. In this blog we cover the final and most important step, assigning tasks and responsibilities. During this blog series, we hope you’ve gained a better understanding... Read More
In part 6 of our 8 blog series, you learned how to turn your work breakdown structure into a list of goal-driven deliverables. Now, it’s time to create milestones for those deliverables to fall under. What are Milestones? Milestones are like the stanchions of a bridge, each one marking the completion of a significant segment.... Read More
Welcome to the sixth of our 8-part blog series, The Ultimate Guide for Your CRM Success! Thank you for joining us. As CRM strategists we believe every successful CRM project rests on a firm foundation of understanding and planning. The journey includes key “stops” or specific planning stages as you move through the process before... Read More
Welcome to CRM Risk Assessment, the fifth of our 8-part blog series, The Ultimate Guide for Your CRM Success. Thank you for following our CRM blog series! As CRM strategists we believe your success depends on a clear understanding of the stages of a CRM journey. Each stage includes its own unique planning, including risk... Read More
To reach your maximum CRM potential the team needs a distinguishable end toward which effort is to be directed. CRM impacts all stakeholders in the organization. The defined scope of the project drives the goals, objectives, and expectations. “There are no secrets to success. It is the result of preparation, hard work, and learning from... Read More
Welcome to the third of our 8-part blog series, The Ultimate Guide for Your CRM Success. Thank you for following our blog series! As CRM strategists we believe your success depends on a clear understanding of the stages of a CRM journey. Each stage includes its own unique planning. The planning stages lead to and... Read More
Welcome to the second blog in our 8-part blog series, The Ultimate Guide for Your CRM Success. Each weekly blog leads you through the critical CRM project stages. Taking this educational CRM journey will prepare you for a profitable, long-term relationship with your customers and key stakeholders. In the first blog, you learned that ... Read More
