5 Keys to Preparing for Your CRM System Implementation

• Consolidating to as few systems as possible so your IT team has fewer systems to manage and your team has fewer systems to be trained on.
• Reflecting all data in a single system so data maintenance is easier and you have easy access to more accurate reporting.
• Putting in place an agreed-upon set of rules for your organization's key processes.

Which is more important: The technology or the plan?
Assuming your objectives are in sync with the benefits of implementing a CRM system, it's time to start planning. Despite what you might think, successfully implementing a CRM system depends less on the actual technology you choose than on figuring out a few things from the outset. Those things include: