- To create a CRM project plan, follow these steps:
- Set up a project team for cross-business buy-in.
- Define your CRM vision.
- Prioritize and map your CRM objectives.
- Identify how you want to report and present your measurements.
- Plan for CRM data capture and data quality.
- Prepare your data for migration to the new CRM system.
- Plan for CRM integration with other business applications12.
Learn more:✕This summary was generated using AI based on multiple online sources. To view the original source information, use the "Learn more" links.How to write a bulletproof CRM plan in 10 simple steps
- 1. Set up a project team for cross-business buy-in ...
- 2. Define your CRM vision ...
- 3. Prioritise and map your CRM objectives ...
www.clouddirect.net/how-to-write-a-bulletproof-cr…How do you plan a CRM project?
- ● First, define objectives and goals, such as improving customer retention or enhancing customer service.
- ● Conduct a needs assessment to identify gaps and opportunities.
www.slideteam.net/blog/top-5-crm-project-plan-tem… - People also ask
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