How to choose a crm

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How to

choose a

CRMand be successful at it…

In need of a CRM?

Follow our 5 easy steps

Yes, enjoy!

5 easy steps

To CRM success!

Pick t

he ri

ght t

eam

Defin

e you

r goa

ls

and

feat

ures

Revie

w yo

ur pr

oces

ses

Enga

ge w

ith C

RM

vend

ors

Use

exte

rnal

know

ledg

e

Step 1: Pick the right team

Choose people that have time, competence and motivation to lead this project

People matter most

Step 2: Review your business processes

What slows down your team and makes them unhappy? This project is the perfect opportunity to address this by reviewing your business processes

Because you care

Step 3: Define your goals and features

Clearly defining your goals and the features your require is pivotal to picking the relevant technology partner

Target well

Step 4: Engage with CRM vendors Tell them what you need.See how they can deliver on it now (not what they promise in the future).

Nothing else

Contact us

Damien Ducourty22 Hanover SquareLondon, W1S 1JP

Tel: +44 20 3289 2724info@orouge.com

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