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Earn A Return On Investment From Customer Relationship Management

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Hand-in-hand with Methods for Achieving Return on Investment from CRM, you can produce measurable returns on your CRM solution. Use this tutorial with the Tool Kit, 27 Ways to CRM Return on Investment.

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Table of Contents

  1. Address CRM Implementation Concerns Early in the Planning Process
    1. Understand the CRM implementation concerns of decision makers
    2. Critical thinking steps to take when planning your CRM implementation
      1. Assess your current customer relationship environment,
      2. Focus on one area at a time for improvement,
      3. Apply improvements in incremental phases,
      4. Document lessons learned during implementation phases,
      5. Document results gained during phases to justify future efforts,
      6. Compile facts supporting improvements (or to avoid failure),
  2. How to train users to get more from your CRM solution
    1. Use a role based training strategy for your CRM project
    2. improve adoption by reinforcing training efforts
  3. Ways to make CRM ROI a reality instead of just a conversation
    1. Take real and measurable actions toward generating a return on investment instead
    2. Try one return improving strategy against what you are doing today
    3. Use customer relationship management system to help you enhance customer information
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