6 steps to CRM success: Avoid the pitfalls & get results
Webinar Description
Struggling to get your CRM project off the ground—or wondering why previous attempts didn’t stick? In this webinar, we’ll guide you through the six proven steps to make sure your CRM implementation delivers real results, not just another system your team avoids.
What we cover:
✅ How to set realistic, team-specific CRM goals that matter
✅ Techniques to involve users early and align efforts across sales, marketing, and service
✅ How to pick or configure a CRM that fits, not forces your processes
✅ Ways to form a cross-functional working group to champion success
✅ Best practices for ongoing training, support, and user engagement
✅ Strategies for tracking CRM usage and tying activities to measurable outcomes
Who should watch this?
- Sales, marketing & customer service leaders looking to implement or improve CRM
- CRM/IT project owners who want to secure user buy-in
- Anyone tasked with ensuring CRM ROI and adoption
