11 Steps to Plan CRM

A CRM (Customer Relationship Management) strategy needs to be effective in such a way that it creates early success and achieves long-term value. It needs to bring together a reputable team. Most importantly, it needs to be based on a well-defined vision.

This infographic by Preact will equip you with 11 steps how to plan CRM. This infographic is particularly interesting because it provides guidance and advice for each step in the process. It begins with building a team and ends with planning your adoption strategy.