Monthly Archives: June 2019

The FOURTH Step to CRM Implementation Success Identify the Metrics

In our previous step we selected SMART goals (by George T. Doran) now we continue that process to get to specifics: Specific– target a specific area for improvement. Measurable– quantify or at least suggest an indicator of progress. Assignable– specify who … Continue reading

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The THIRD Step Define Your Goals & Objectives

Define Your Business Goals & Objectives for Your Salesforce Implementation Our Vision that we developed in Step One must guide the team in developing our Objectives. Unlike our lofty Vision, our Objectives are much more specific and measurable. In step … Continue reading

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The SECOND step of SIX to CRM Implementation Success

Define Your Strategy From Wikipedia: Strategy (from Greek στρατηγία stratēgia, “art of troop leader; office of general, command, generalship”[1]) is a high level plan to achieve one or more goals under conditions of uncertainty. In the sense of the “art of the general,” which included several … Continue reading

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