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10 STEPSThe
to a SuccessfulCRM Implementation
Are You Ready to Implement CRM?
A good Customer Relationship Management
(CRM) manager knows that winning team
members have high work ethic, a passion for their
field, dedication to their craft, and a winning
process that supports them.
In this eBook, Ledgeview Partners will cover the 10
Steps to a Successful CRM Implementation that
you can apply at your organization to produce
effective team members and positive outcomes for
your business.
The 10 steps you’ll discover in this eBook are
listed in no specific order, and are all essential
to an organization’s success with CRM, whatever
the unique solution you select. A good CRM plan is
basically irrelevant without a strong group of users
to back it and adopt the system and its supporting
processes.
In this eBook, we help you get your users on board
from the start to ensure a successful
implementation from the get-go! A successful
implementation, after all, hinges on the support of
your users. This leads to your business’ success,
increases customer happiness and retention,
increases your return on investment (ROI), and, if
you can believe it, much more!
No matter what CRM system you select within your
business, whether it’s Microsoft Dynamics 365 or
Salesforce, or another system, these steps will
apply and set you on the path to success.
Of course, having an excellent CRM partner to
support you doesn’t hurt either – but we’re just
saying!
When you’re ready to win with CRM, dive into this
eBook to ensure a successful implementation.
CRM isn’t just
technology –
it’s a business
philosophy.
2
The 10 Steps
3
1 . D e f i n e Yo u r V i s i o n
2 . S e l e c t t h e R i g h t Pa r t n e r
3 . D e v e l o p Yo u r P r o j e c t Te a m
4 . E s t a b l i s h Yo u r P l a n
5 . S p e c i f y Yo u r P r o j e c t Re q u i r e m e n t s
6 . I n t e g r a t e a n d M i g r a t e D a t a t o M a i n t a i n
Sy s t e m I n t e g r i t y
7 . C r e a t e Yo u r C o m m u n i c a t i o n P l a n
8 . M a i n t a i n Yo u r D o c u m e n t a t i o n
9 . Ke e p U p t h e M o m e n t u m
1 0 . S e t Yo u r s e l v e s U p t o A c h i e v e H i g h a n d
C o n t i n u o u s C R M U s e r A d o p t i o n
Get your users familiar with the saying,
“If it’s not in CRM, it doesn’t exist!”
@LedgeviewCRM
I M P R O V E U S A G E
S TAY C O M P E T I T I V E
N E W L E A D
M A N A G E M E N T
S T R AT E G Y
F O R E C A S T
A C C U R A C Y
A C Q U I S I T I O N /
S T R E A M L I N E D
P R O C E S S
C L E A R E R V I E W S
O F C U S TO M E R
R E L AT I O N S H I P S
#1/Define Your Vision
4
C O L L A B O R AT I O N
E F F I C I E N C Y
A N A LY T I C S / B I
S TA N D A R D I Z E D
D ATA
P R O D U C T I V I T Y
S Y S T E M
C O N S O L I D AT I O N
The first step to a successful CRM implementation is defining your vision. You can
think of this step as your preliminary training. To define your vision, you must first
understand why you are implementing a CRM because it defines your vision
exactly.
Don’t focus on the technology during this step – focus on your team and business
process. The technology you are implementing is meant to complete these
elements of your business, not vice-versa. Only you can lead your CRM and
team.
When you understand why
you’re implementing CRM …
…you can define your
vision.
#2/Select a CRM Partner
Selecting the right CRM partner is a critical
step in the CRM implementation process.
You need a CRM partner that fits your values
and objectives, among other qualities we’ll
explore in this chapter, to succeed.
Much like you are an expert in your industry,
your CRM partner should be experts in
theirs. CRM partners are meant to support
you so you don’t have to go through it
alone. A good CRM partner will help to
ensure a successful CRM implementation
and project beyond implementation day,
helping ensure you gain high and
continuous CRM user adoption along the
way.
It’s important that your organization invests
help where needed, and this is a can’t-skip
element of a successful CRM project.
Don’t underestimate the CRM partner
evaluation period. It’s crucial that you find
the best fit for you. You should also enjoy
and have some fun working with your CRM
partner.
By following the steps in this chapter, you’re
sure to find the best fit for your business’
current and future states.
5
• DEFINE YOUR
PROJECT NEEDS
Do you need help selecting your
CRM technology? Or, if you
already know what you’d like to
use, are you ready to jump in and
start the implementation
process? Do you need help with
training? Consider everything
you need from a CRM partner in
your current and future state to
ensure your team’s needs are
met throughout the project.
When you answer these
questions, you define what you
need out of your CRM partner.
Teamwork divides the tasks, and multiplies the
success.”
“
6
• DEFINE YOUR PARTNER SELECTION CRITERIA
During this step, your team should decide what’s important to you about
your CRM partner selection. It should be obvious that you want someone
with CRM experience, but what else? You should consider whether or not
you want a partner who offers more comprehensive services that extend
beyond CRM.
Consider what business experience the company has, if they have the
industry expertise you need to thrive, and what the size of their
company/firm is. Consider if their values and/or organizational mission
aligns with yours. If your work cultures don’t sync, you may experience
dysfunction throughout your project. What’s important to your team
should be important to your partner too.
These are just some of the questions to ask – be mindful and considerate
when you define your CRM partner selection criteria among you.
“CRM software is now the biggest software
market in the world and the growth isn’t slowing
down. In fact, CRM is now expected to reach
more than $80 billion in revenues by 2025.”S U P E R O F F I C E , 2 0 1 9
#2/Select a CRM Partner
7
• CONTACT POTENTIAL CRM PARTNERS’ REFERENCES
One of the best ways to ensure a CRM partner is a good fit for your
organization is to contact their references. If they house case studies or
customer success stories on their website, reach out to those places of
business with additional questions you may have, or seek out their business
profiles on review sites like G2.com or Clutch.co, for example. Use the
research at your disposal to ensure you select the right partner from the
get-go.
• DEFINE AND ARTICULATE CRM PARTNER
EXPECTATIONS
Once you select your CRM partner, clearly define and articulate your
project expectations to them. Set the stage for your CRM success upfront.
Define what will make the project successful for your organization with
your partner. The sooner you are on the same page, the better. This level
of communication will ensure you’ve made the right choice.
#2/Select a CRM Partner
#3/Develop Your Project Team
8
Develop your CRM project team based on individuals’ skill sets, passions, experience, and
everyday job functionality. This is crucial to a successful CRM implementation as the purpose
of building a team is to foster buy-in from the top down.
When all applicable areas of the company are represented in your CRM environment,
balance is established within it from the start.
This step establishes relevance for the user, encouraging them to adopt the system from the
start. Establishing your team, you facilitate a better understanding of project requirements. It
will also ensure ownership of the project and hold everyone accountable.
Your team may serve different purposes at various points throughout your CRM project. Don’t
be afraid to pivot and shift users as your team sees fit. During the CRM design and test
phases of your project, and after you go live, team dynamics may shift. Embrace change as
you go. It means that your CRM and business are developing in harmony.
Set your team up to grow and thrive with it!
The size of the team you
put together will vary based
on your company’s size and
structure. There is no one-
size-fits-all model for this
identification. It is
conditional to your
organization. To best
identify who you should
assign for your CRM project
and what the size of your
CRM project team should
be, ask what you need from
everyone.
Your CRM partner may offer
advice on this matter.
Typically, individuals will fall
into these roles …
C O N T I N U E D > > >
9
S T E E R I N G C O M M I T T E E
The steering committee will include
members at the executive level of
your business. Their role will be to
“steer the CRM ship” for success.
They will also steer the overall vision
for your project and help identify the
business needs for it. They will not,
however, likely be involved in the
day-to-day operation of it.
E X E C U T I V E S P O N S O R S
Executive sponsors are key
stakeholders in your CRM project
who are more involved than the
steering committee. Typically, they
are members of the department that
has the most involvement with your
CRM in their day-to-day (i.e. Sales,
Marketing, Customer Service, IT)
P R O J E C T M A N A G E R
This individual is the “CRM Owner”.
This means they oversee and own the
project from start to finish. They are
often seen as your organization’s
CRM champion or are a project
manager. They are very involved in
the day-to-day operations of your
CRM environment.
S U B J E C T M A T T E R
E X P E R T ( S M E )
The subject matter expert will have a
very specific function with your CRM.
They will have a thorough
understanding of the ins and outs of
its functionality. They may be
involved with CRM data, structuring,
and even ERP integrations.
C R O S S - F U N C T I O N A L /
C R O S S - D E P A R T M E N T A L
U S E R S
These individuals will simply
represent different aspects of your
business so the system
accommodates all job functionality
its meant to serve and instills system
balance.
I N F O R M A T I O N
T E C H N O L O G Y ( I T )
Don’t forget IT – they need to be
represented in your CRM system!
Without their involvement or
sponsorship, things may fall flat in a
hurry. Their roll will depend on the
nature of your CRM rollout.
#3/Develop Your Project Team
10
To identify who is right for each role, ask
yourselves:
• Does this person have a good
overall knowledge and
understanding of the company
and its objectives to see you
through the CRM
implementation successfully?
• Does this person have an open
mind and ability to adapt with
confidence and ease?
• Does this person have the time to
dedicate to this project now and
in the future?
• Does this person have good
rapport with your team?
If you are a manager, sponsor, or executive
for your CRM project, introducing your team
to CRM for the first time may feel like a
daunting task for you and overwhelming
project for them. You aren’t the first
organization to feel this way, and you won’t
be the last. This dynamic comes with the
territory. Though, there are many ways to
ensure you and your users feel confident as
you go.
Before you dive in, there are five crucial
considerations you should be aware of to
prevent any future stressors or dysfunction
from slowing you down…
C O N T I N U E D > > >
Gain cross-
departmental
support from the
beginning of your
CRM journey to
ensure all
departments are
represented and
encouraged to
adopt your system
from the get-go.
@LedgeviewCRM
#3/Develop Your Project Team
11
M I S T A K E : Y O U R P R O J E C T
T E A M I S T O O S M A L L
There is typically nervousness among
managers to include “too many”
users from the start. While it’s
important to take your time and not
rush the process, it’s also important
to get all users on board from the
beginning. Properly map out who
needs to be involved to ensure they
follow the same journey and feel
they’re “in it together. When there is
not enough company-wide
representation within your CRM, user
adoption tends to lag behind.
M I S T A K E : Y O U R P R O J E C T
T E A M I S T O O L A R G E
Oppositely, you don’t want to over-
involve your organization. When
project teams are too large, this
creates a lack of accountability and
ownership with your CRM project. Be
selective, but inviting as you build
your project team. Delegate
effectively. You will know what team
members need to be involved after
you define your CRM project needs.
M I S T A K E : Y O U R P R O J E C T
T E A M I S T O O I T - H E A V Y
When IT is overly involved with your
CRM project, there is often a lack of
focus on your business process
present in your CRM system, which it
requires to thrive. You should always
put your business process before
your technology. It’s meant to
complement the technology you
implement. Balance is key. Get the
right people involved cross-
departmentally from the get-go. By
ensuring representation, you set
yourselves up for success.
M I S T A K E : Y O U R
E X E C U T I V E S P O N S O R S
A R E P L AY I N G “ B I G
B R O T H E R ”
Micro-management is no fun, no
matter the scenario, but perhaps
especially when it comes to a CRM
project implementation. When
executives do this, team members
often become resistant to offer ideas
and lead as you go. As executives,
you always want to encourage user
involvement and feedback. This same
ideology applies whether you’re
implementing your CRM, providing
ongoing education, or are adopting
and growing.
C O N T I N U E D > > >
#3/Develop Your Project Team
12
M I S T A K E : U S E R S H A V E “ N O T I M E ”
This mistake is often a reflection of a CRM system being
implemented at the “wrong time” for a company or is a
result of team members having unclear information or
awareness into CRM. CRM users may be misinformed about
how much time they will need to commit to the project,
which can result in failed user adoption, or just as troubling,
poor employee retention rates. Projects are usually in “rush
mode” when this occurs. There is a dismissal of user
adoption almost completely when timeframes and time
commitments are made unclear to CRM users.
To prevent these common
mistakes from happening
in your organization,
ensure that you are ready
to make CRM a priority.
CRM isn’t a one-and-done
project. It’s not a side
project. Once you
implement it, it should sit
at the core of your
business and be used
everyday.
#3/Develop Your Project Team
#4/Establish Your Plan
13
The last thing you want to do as your CRM
project sponsor, admin, or manager, is let
your CRM sit to the wayside. This can
happen for a variety of reasons, but what’s
most important and debilitating for your
organization is what it leads to – failed user
adoption.
Follow these steps to establish your plan
and ensure a successful CRM
implementation:
• CLEARLY DEFINE
YOUR CRM PROJECT
SCOPE
During this part of the
planning process, you will
define what’s involved in
your project. You will know
what departments will
specifically be impacted by
your CRM implementation
and how.
• START STRONG WITH
A PROJECT KICKOFF
MEETING
Once you define your project
scope, host a kickoff meeting
to introduce your new CRM
technology to users. Begin to
educate them and get them
excited about adopting the
system. Clearly identify your
CRM project objectives.
Identify the who, what,
where, when, why, and how’s,
and then express
expectations to your users.
First impressions matter –
make this one count!
14
• KEEP YOUR CRM
PROJECT IN SCOPE
While your bigger picture
goals may feel more
motivating than small wins,
it’s important you celebrate
them equally. The current
state of your CRM matters
just as much as the future
state, because what’s going
on now will help you
achieve your end goals.
Though the small wins may
not be as exciting along the
way, they are extremely
valuable as they help you
achieve your big picture
goals and are great
touchpoints for user
adoption.
• MANAGE YOUR CRM
PROJECT TIMELINE
Set a CRM project timeline and
stick to it! Your process means
everything. Be dedicated to
getting your project done on
time and meeting milestone
deadlines along the way. When
you work with your CRM
partner, it’s critical to your
relationship that you stay on
time, within budget, and scope.
Failing to do so may jeopardize
CRM user adoption. It’s better
to launch a phased project than
to extend one phase too long.
This could create serious
disengagement among users.
• ESTABLISH YOUR COMMUNICATION PLAN
Effective communication is the key to success for almost all instances in
life. When it comes to a successful CRM implementation, establishing a
communication plan your users can follow is crucial. It’s equally
important to adapt this plan as you go, as needs will change over time.
Create a hub for users to submit feedback, gain insight, and advance
their CRM education.
#4/Establish Your Plan
#5/Specify Project Requirements
15
To truly win with your CRM project, you must specify project requirements and dive into the
details!
First, make a list of your current process. You can do this at any point in time, even before
the project begins with your CRM partner. You don’t’ have to produce a flow chart or Visio
diagram. Just know what this process looks like among you and have a clear home for it. You
can make a simple list to show what you should focus on in the first phase – whatever is
fitting for your team.
Remember to not just focus on the technology. Focus on your business process first.
Prioritize with that and what your team needs. Don’t forget about going mobile! Specify
mobile requirements too.
Finally, identify what your problems are. Stimulate thought among your team.
Ask yourselves questions like …
• Which processes are currently taking up too much time for us?
• Which processes are often unadopted?
• Which processes do not add value?
• Which processes seem ineffective or are too manual?
• Which processes are overly complex?
• Which processes are confusing?
• Which processes are the most crucial to our team’s everyday
successes?
D O W N L O A D T H E F L O W C H A R T F R O M T H E N E X T P A G E > > >
16
Define your needs and requirements.
Ask yourselves: Does the standard
functionality address the need?
If the answer is yes …If the answer is no, customization is
needed.
Ask yourselves: Can the process be
modified to address the need?
If the answer is yes, specify the change in process.
If the answer is no, specify the system customization that is
needed.
#5/Specify Project Requirements
#6/Integrate and Migrate Data
to Maintain System Integrity
17
For step six, it’s time to deal with your data. Take a deep breath – this isn’t as complicated as
it’s often perceived to be. To properly integrate and migrate data into your new CRM system,
you want to plan it out. This step can be time-consuming and costly if ill-planned, but your
CRM partner can especially make this easier. Take away some technological stress with
preparation.
H o w ?
Ask yourselves these important questions to execute seamless data integration and migration
between your legacy and new systems.
1. What data do we need to migrate? Know what data is important to keep, and what you can leave behind. Not all data needs
to be migrated over.
2. Why do we need to migrate our data?Are you migrating out of peace of mind or necessity? Consider what your reason for data
migration is. Everything that is migrated from your legacy system to your new technology
should serve ongoing purpose within your business process.
3. Will we maintain access to our legacy system(s)?If you feel there is little need to access your legacy data, the best option for you may be
to have a process to get information out of your legacy system instead of migrating it all
over to save yourselves time in your day-to-day and maximize your consulting
experiences with your CRM partner. This will also save you money in the long run.
4. Which processes seem ineffective or are too manual?Before you execute a data migration, clean up your data first so you don’t waste time on
your new CRM investment.
5. How many sources of data do you have that you need to integrate with
your new technology?Turn to your SME (subject matter expert) for the answer to this question. As an
organization, you should evaluate what other solutions make sense for you to integrate
with as you move forward. Be analytical and consider the benefits of each integration
possibility.
DISCUSS YOUR DATA INTEGRATION PLAN WITH
YOUR CRM PARTNER TO MEET YOUR GOALS
Know what you’re integrating and what data needs to be
mastered from your legacy system to your new CRM
technology. Careful planning and discussion leads to lasting
CRM success, especially when data migrations and integrations
are concerned.
Always remember that your CRM project is a huge investment
for your company.
Know what you’re getting into! Don’t skip any of the steps.
Don’t be afraid to ask questions, be involved, and validate your
data migrations and integrations to avoid costly modifications
down the line with your CRM partner. Planning for success with
data integrations and migrations will never be time wasted.18
Involve your subject matter expert (SME) to assist you as you map out your data
migration and integration plans.
If know that you’re going to be working on a CRM implementation project in the near
future, you can start to clean up your data right now! Often, people already know what
data needs some TLC (tender, loving care). Don’t rush your test migration validation
process. It is crucial you ensure that your data is coming over as expected from your
legacy system to your new CRM technology.
Legacy
System
New
CRM
Tech
#6/Integrate and Migrate Data
to Maintain System Integrity
#7/Create Your Communication Plan
19
How you communicate with your CRM users before, during, and after your CRM project
implementation is a critical part of your success. You must communicate up, down, and out.
What does this mean?
• Up means you communicate project successes, milestones, and
benefits to high-level managers or executives.
• Communicating down or across means you are communicating
with people who use the system day in and day out.
• Communicate in these ways early on to identify pain points and
assure your users of the benefits of CRM.
• Communicating out means communicating with your CRM
implementation partner. This ensures you are on the same page
throughout the lifetime of your CRM project. Though they are
experts with the system, they’re not always experts with your
business process! It’s always better to over-communicate with
your partner than under-communicate.
Always keep the CRM conversation alive to ensure
your users are invigorated and thriving with the
technology! Communicate, communicate,
communicate.
@LedgeviewCRM
20
#7/Create Your Communication Plan
The best time to start communicating with your CRM partner is during your project kickoff
meeting. You may also consider creating a company-wide newsletter to keep users updated
throughout your project’s lifecycle.
Manager meetings are also a great way to keep users informed in a more personalized one-
on-one setting. This helps them feel valued and heard. Don’t fall mute to your CRM’s
communication plan – it’s very important that you talk things out and clearly communicate
what you need to, to ensure your project’s success.
The communication shouldn’t stop after your go-live either! Keep communicating as you go.
We often say at Ledgeview Partners, once you implement CRM, CRM is forever.
There’s no end to the conversation. Keep it going to keep your business and
team invigorated and thriving with the CRM technology you invested in and
worked hard to implement!
#8/Maintain Your Documentation
21
Are you ready to create your CRM playbook? To maintain your CRM documentation, we
advise creating this sort of guide to ensure your success.
During your CRM implementation, it’s likely you’ll define new ways of executing on your
business processes and activities. To keep your team on the same page, you should document
these new ways.
Implementing a standard operating procedure for your team will keep you all consistent.
Though it may take time for your team to adapt and develop the process, it’s important you
stick it out and keep your spirits high during this time. There is always a learning curve, but
we assure you, you’ll make it through so long as you are willing to see it through.
This will help your team in the long-run to ensure data consistency and cleanliness.
A well-defined CRM playbook offers 4 key
advantages:
1. Offers Quick Assistance for CRM Training
2. Assists with New-User Onboarding
3. Enables Business Process and Data Consistency and
Cleanliness
4. Acts as a Reference for Future System Upgrades and
Phasing
The final step for proper documentation
maintenance is to make a plan for
distribution and updating your playbook.
You don’t want a bunch of scratch notes
piling up in the corner of someone’s
desk. Be organized about your
documentation procedures. Establish
responsibilities among your team for this
step.
#9/Keep Up the Momentum
22
To keep your CRM user adoption from stagnating, you have to work at keeping up the
momentum and excitement around your implementation. Once you lose sight of your project,
goals, communication plan, and connections, you tend to lose CRM user adoption fast – so
keep moving!
Evolve as your system does. Don’t be afraid to start your CRM rollout for phase two once
you’ve implemented your CRM system. Don’t lag behind. Taking breaks is okay, but you don’t
want those breaks to turn into weeks, months, or even years. Then, your investment will be a
total waste.
As upgrades occur, inform and educate your CRM users. Typically, with leading CRM
technology, upgrades occur a few times a year. Keeping users involved in these upgrades will
help empower them and show them your business is modern and relevant in the current
marketplace, therefore increasing employee retention rates.
Increase the comfort and confidence of your CRM users when you upkeep system accuracy.
When you keep everything modern, you keep your team’s CRM conversations alive and
thriving!
Ongoing CRM user engagement methods worth
trying include:
1. Provide Online Refreshers with Training Video Links
or Written Tips to Encourage a Continued Education
2. Host Lunch ‘n Learns to Keep Things Fun
3. Deliver Enhancement Suggestions to Your CRM Users
to Encourage Feedback and Increase Collaborations
4. Get Involved with CRM User Groups or Conferences
to Stay Updated and Build Your Networks
5. Utilize Online Resources from Your CRM Partner and
Other Experts
Step #10 is all about
your CRM users!
Now that you’ve made it this far, it’s
time to ensure you achieve the high
and continuous CRM user adoption
you need to survive and thrive.
23
24
Congratulations – now that you’re on step
10, it’s really time to refocus on your CRM
users and set them up to achieve the high
and continuous CRM user adoption your
business and technology require to survive
and thrive!
How do we do this?
Within this eBook, you’ve learned many steps
that encourage high and continuous CRM
user adoption. Even if you do steps one
through nine with utmost excellence, without
achieving high and continuous CRM user
adoption, how well you do them won’t
matter. No one will be using it and your hard
work, time, and monetary investments will go
to waste.
To increase CRM user adoption, you
must strive to communicate the
bigger picture goals to your users,
and state how they complement your
business processes and contribute to
your business’ overall value.
Download Your Complimentary Copies of These CRM User Adoption Resources
at LedgeviewPartners.com/Resources
>>>
#10/Set Yourselves Up to Achieve
High and Continuous CRM User Adoption
#10/Set Yourselves Up to Achieve
High and Continuous CRM User Adoption
25
Get your team involved in your CRM planning
and system design process. By including users
in the conversation from the beginning, you
are more likely to get them on board and keep
them from abandoning the CRM ship. Show
your team how CRM will help them succeed in
the long and short term.
Be their biggest fan!
Encourage them, excite them with new
information, and help them see opportunities
and lessons in “failures”. Mistakes will be made
– that’s human nature, but there’s always an
opportunity in our mistakes to learn, develop,
and grow from them. Perception makes a
world of difference.
Keep training and retraining your CRM users as
you see fit. Regularly scheduled training will
help to keep them on track and educated.
Don’t just think: “build it and they will come”,
but rather, “build it so it’s easy to use and
beneficial, and they will come”!
When users clearly see the benefits,
adoption increases, excitement builds, and
CRM turns into a fun game of logistics,
scoring, success, opportunity, and much
more.
Get More Tips for CRM User Adoption
Success at LedgeviewPartners.com
>>>
Are you ready to partner with a
CRM partner that matches your
business process values and
technology goals?
Ledgeview Partners is a business and technology consulting firm who
partners with organizations to transform sales, marketing, and customer
service operations and processes supported by core technologies like
Customer Relationship Management (CRM) and Marketing Automation.
Ledgeview Partners’ Experts combine savvy business intellect with strong
technological aptitude to provide business and technology solutions that
extend well beyond software implementations. To us, it’s about building
relationships, transforming business, and delivering phenomenal
customer experiences.
Ledgeview Partners is a Microsoft Dynamics 365 Gold Partner and
Salesforce Silver Consulting Partner.
S A L E S
M A R K E T I N G
C U S TO M E R S E R V I C E
A N D C R M C O N S U LT I N G
Contact Us:
P: 920.560.5571
W: LedgeviewPartners.com
T: @LedgeviewCRM
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Business Process First
Technology Second
If you loved this eBook,download these resources next!
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Available for Complimentary Download at
LedgeviewPartners.com/Resources
We look forward to
transforming your
business with you.
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