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4 Best Practices for Process-Centric CRM

  • January 25 2012, 9:20am EST
Slide 1 of 6
Understand When Process Solutions Complement CRM
Make a solid first step by understanding and defining what user groups need support and how that support will be delivered across the enterprise and presented to customers. Be aware of the degrees of cross-system coordination, find places to cut manual work, acknowledge the role of the knowledge worker, and characterize applications access and customization.