Tips to help you with your CRM implementation

Tips to help you with your CRM implementation

By Purple Vision
Helen Dunnett


Originally published from author Mags Rivett, Marketing Manager at Purple Vision. This guide has been updated by Helen Dunnett, Director of HD Consulting in February 2018.

Let’s think of CRM implementation as a bike ride. Typically, there will be a few uphill sections along the way, always compensated by some smooth downhill runs. There’ll be some decisions to make about which way to turn, and you’ll need to keep an eye on the right route and other road users to make sure there are no unexpected collisions. I like to think you’ll have packed a picnic to keep you going, but that’s a whole other post.

Implementing a CRM system is not just about technology it’s a strategy and a philosophy. So assuming that you’ve chosen the right one for you these five top tips will help you with the road ahead.

Download the guide Tips to help you with your CRM implementation (PDF)

Image courtesy of The Shakespeare Birthplace Trust © Stewart Writtle — Dancers from Motionhouse performing ‘Midwinter Magic’ around ‘His Mind’s Eye’ at Shakespeare’s New Place

Resource type: Guide/tools | Published: 2018