CRM Implementation Best Practices

Описание: Your CRM should be a foundational element of your company’s tech stack as you scale. Many companies view their CRM as the central hub of their marketing, sales and customer service activities.

And it all starts with a successful CRM implementation. But not every company gets it right. The complexities of implementation mean that many CRM projects fail to achieve their desired outcomes.

This video will outline some best practices to help ensure your implementation goes smoothly – so you can start reaping the benefits of your CRM from day one.

We'll discuss these five CRM implementation best practices: change management, executive sponsorship, user engagement, clear documentation, and regular reviews.

Learn more about York IE's CRM implementation and RevOps services: https://hubs.la/Q02DsjzC0