Customer Relationship CRM

You must first read and understand what a CRM system is, it is not strategies. A CRM system helps to Accelerate Sales, Build Relationships, and Deliver Projects.

A good exercise for all CRM projects is to take select high-level sales and marketing organization strategies and tie those to your customer relationship management capabilities and functionality. Fill in what you consider would be good items to include in a CRM system for this type of organization:

Sales Strategy

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Marketing Strategy

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Service Strategy

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CRMCaseStudy-IB-CR.pdf


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