How do you use a CRM system effectively?

Here are 8 tips to make sure that your CRM implementation is a success.

  1. Ensure top management buy-in. ...
  2. Find an awesome project manager. ...
  3. Appoint a dedicated super-user. ...
  4. Launch with a BANG! ...
  5. Set up internal usage guidelines. ...
  6. Offer sufficient training. ...
  7. Define a CRM strategy and adopt a CRM philosophy.

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