Summary and Helpful Hints

Don't invest too soon in CRM. There is no reason to dive in just because a rival is using CRM or a salesperson is selling trendy technology. Determine if it will help your business succeed before you invest. Go for the "low hanging fruit". Find out which part of CRM can distribute value the quickest and concentrate on that - don't attempt too many things at the same time. Get assistance. If you believe that CRM is for you, but you have limited knowledge about it, find an impartial outside expert that can help. Take it little by little. You can picture CRM as an evolution. There is no ultimate target, and you will keep on fine-tuning everything, including your top processes and technologies. Split projects into affordable pieces that can be carried out within 2-5 months.