CRM roadmap is a step-by-step guide that shows how a business will use and improve its CRM system. It surpasses the conventional concept of a mere timeline, evolving into a flexible plan that adjusts as the business and customer needs change. Why a CRM Roadmap Matters? A carefully planned CRM roadmap guides businesses to success […]
What is a CRM Roadmap? Your Easy Guide for 2024 Read More »
CRM Plan
Step 1: Assessing and Defining Your Business Needs
Step 2: Researching and Selecting the Right CRM Software
Step 3: Setting Clear Objectives and Goals
7 Steps to Make a CRM Plan Like a Pro Read More »
When choosing a CRM software, many businesses only look at the surface-level CRM features that impacts day-to-day operations. However, just like an iceberg, only a small part of a CRM software is visible above the waterline. Did you know that 73% of customers (PwC) emphasize the importance of experience in their purchasing decisions? That’s why,
CRM Features and The Iceberg Principle: What Hemingway Teaches Us Read More »
