How Constant Iteration Leads to CRM Success

Having a CRM system is important for businesses, but the real benefits come from making it a long-term part of your business. Here are some steps to make CRM stick and transform your business: 1. Appoint a Project Champion: Assign a dedicated person to oversee the CRM's setup and use, ensuring it fits into the sales team's daily work. 2. Focus on Adoption, Not Installation: Make the CRM intuitive and useful for salespeople, fitting naturally into their workflow and eliminating unnecessary tasks. 3. Create a Wish List: Get feedback from users and make a list of improvements, involving users in identifying gaps and struggles. 4. Leverage Expert Guidance with OnTrack: Consider using expert guidance for CRM changes and improvements, like having a personal coach for your CRM. 5. Keep Your CRM Installation Successful: Transforming your business with CRM is an ongoing journey. Focus on user adoption, involve users in improvements, and seek expert help for continuous enhancements. By following these strategies, you can make CRM a key part of your operations for long-term success.

Article 9m CRM Software Blog | Dynamics 365

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