how to choose a crm
TRANSCRIPT
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How to
choose a
CRMand be successful at it…
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In need of a CRM?
Follow our 5 easy steps
Yes, enjoy!
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5 easy steps
To CRM success!
Pick t
he ri
ght t
eam
Defin
e you
r goa
ls
and
feat
ures
Revie
w yo
ur pr
oces
ses
Enga
ge w
ith C
RM
vend
ors
Use
exte
rnal
know
ledg
e
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Step 1: Pick the right team
Choose people that have time, competence and motivation to lead this project
People matter most
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Step 2: Review your business processes
What slows down your team and makes them unhappy? This project is the perfect opportunity to address this by reviewing your business processes
Because you care
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Step 3: Define your goals and features
Clearly defining your goals and the features your require is pivotal to picking the relevant technology partner
Target well
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Step 4: Engage with CRM vendors Tell them what you need.See how they can deliver on it now (not what they promise in the future).
Nothing else
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Step 5: Use external knowledge
At Orouge we take care of all the above to make it easier for you to succeed
Follow this link to get an exclusive offerfree 2 hours consulting in October!
Let us do that.