The Eight Steps to CRM Success

The steps are:

  • Create a customer-centric business strategy.

  • Translate your customer-centric strategy into goals and objectives.

  • Communicate your goals and objectives to your staff.

  • Work with your staff to define your business processes.

  • Define clear requirements for technology to implement your processes.

  • Plan your process and technology changes to minimize impact on your staff.

  • Implement a smart rollout.

  • Sell and reinforce the value of the project.

8 Buying process


1. awareness> 2. knowledge> 3. consideration> 4. selection> 5. buying> 6. satisfaction> 7. retention & loyalty> 8. advocacy (referral)


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