Leadership & Professional Development
Secondary Track: User Adoption
Learn now to create a plan for a new or existing CRM project to engage your leaders and guide your project to long-term success.
It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
You'll take away a framework for planning to launch or improve your CRM project, and a process for keeping up the momentum.