Keys to a Successful CRM Strategy
There is always more than one way to deliver great CRM tools, and there are many, many ways to design and deliver an application that sits idly by while people go about working in email and spreadsheets. However, we've found that every organization that masters the following components ends up with a platform with high rates of adoption that drives the business forward.
You can think of this a little like remodeling a house. You have to get the foundational blocks in place and sturdy or it's just a question of when disaster strikes, but once you have a firm foundation you can systematically work your way through the additional components with repeated enhancements based on the unique needs for your organization.
Here's a short 5 minute video that walks through the key components.