If your organization is using a CRM, or thinking about deploying one of the many modern options available, then creating a strategy to make the best use of this asset is sensible.
Here is a look at why formulating a CRM strategy is worthwhile, and which platforms and approaches work well.
Defining your needs to determine your choice
First and foremost, a CRM strategy should be leveraged to allow you to work out exactly what kind of CRM solution you actually need, according to the size of your business, the scope of your budget and the things you hope to achieve after adopting a new CRM.
Ultimately it is a bit of a balancing act; you need to make sure that the system you select is not just suitable for the scale of your operations at the moment, but also capable of growing and evolving along with them as your … Read the rest