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.

CRM infographic_11_steps_to_plan_crm_680x


Michael is the Lead Author & Editor of CRMSimplified Blog. Michael established the CRM blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to CRM.