 Most CRM systems are designed to have process and workflows built into them and have a relatively user-friendly interface. So with well-defined process steps and clearly articulated order of events, embedding them into CRM becomes relatively easy."
Spenser Segal, Founder and CEO, ActiFi
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A 5-Step Process to Utilize Your Existing Technology: Level 3 - Building Processes Into Your CRM
Spenser Segal | Think Advisor, August 2014
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Summary: So far in this series on CRM technology utilization, we’ve talked about where most people start A 5-Step Process to Utilize Your Existing Technology: Level 1—All in Your Head) and transitioning to defined and consistent checklist based processes (A 5-Step Process to Utilize Your Existing Technology: Level 2—Make a Checklist). Now that you’ve put your processes into the checklist form and gotten buy-in from your user team, it is time to really start leveraging the power of the CRM tool in which you’ve invested.
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