Roadmap to Recovery: The Dynamics CRM Customer Engagement Annual Plan
No one starts their CRM project without a plan. But most companies fail to create a plan that results in success. In fact, 47% of CRM projects fail 2 or more times before organizations get it right. Initial or annual planning for customer engagement is a unique process. This session delivers an annual planning framework for moving your project forward, getting it back on track, or for starting a new project with the right foundation.
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· Understand the value of a CRM project and articulate it to management
· Create the CRM annual plan
· Engage your users and leadership in the planning process
· Participate in group planning exercises that you can bring back to your team