The crucial step you must take before initiating a CRM project - Workbooks CRM
Posted Apr 11, 2017 5 min read
The crucial step you must take before initiating a CRM project - Workbooks CRM
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In simple terms it involves gaining an understanding of the outcomes you want to achieve and the level of investment needed to achieve those outcomes. In broad terms there are four types of outcome that result from CRM: revenue growth, enhanced customer service leading to improved customer retention, streamlined business processes delivering lower costs or greater efficiencies, and improved management of information allowing for better decision-making.

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