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In order to get the most out of a CRM initiative, organizations need to devise a well thought strategy that is based on their core business needs and objectives. Whether implementing CRM for the first time or switching from an old one, organizations need to define how this technology will help them gain a competitive advantage by successfully managing key business operations like marketing, sales and service. The driving point here is an understanding of how the system will support the processes, the strategy and the key business objectives that the company wants to successfully realize.
This guide covers the following topics:
• Crafting a winning CRM Strategy
• Defining requirements (with a Use Case approach)
• Outlining the best CRM vendors
• 3rd party sources to consider (market research reports, user review platforms)
• Making a successful purchasing decision
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