CRM 5 Steps to Success
- STEP 1: Understand your business's needs. ...
- STEP 2: Understand users' needs. ...
- STEP 3: Understand your future customers' needs. ...
- STEP 4: Define your vision and pick the right system. ...
- STEP 5: Make a plan and share it.
The “4 Ps of CRM Success" are Planning, People, Process and Platform to some while it is Product, Process, Policy, and People to others.