“Microsoft Dynamics CRM initiatives must be holistically defined but executed in a series of projects that build upon each other’s success.” (Microsoft Dynamics CRM Success Program)
You’ve heard the age-old saying “If you don’t know where you are going, how will you know when you get there?” That is why it is crucial that your CRM initiative must be holistically defined but executed in a series of projects that build upon each other’s success. This proven approach is designed to achieve incremental success that increases rate of user adoption, reduces risk and contributes to the ultimate success of your CRM initiative. But don’t forget, each phase must take into consideration the process maturity (or lack there of) for the Line of Business using the solution.
What is your CRM Roadmap? This article will address the need for a CRM Roadmap, and to help, we will provide examples and include a self-assessment questionnaire so you can rate your own CRM Solution, enjoy!
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