Weitere ähnliche Inhalte Ähnlich wie CRM Made Successful: Best Practices for Driving CRM Adoption | SugarCon 2011 (20) Kürzlich hochgeladen (20) CRM Made Successful: Best Practices for Driving CRM Adoption | SugarCon 20112. CRM Made Successful:
Best Practices for Managing CRM Adoption
Erin Fetsko
Principal Sales Engineer, SugarCRM
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8. How evolved is your process?
What Process? Manual Managed Defined Optimized
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13. Business Logic Hooks & SugarLogic
Drive process through the user experience
Sales methodologies
Support scripts
Hook into other systems
Leverage Workflow
Well defined processes
Busy Work
Escalations
SLAs
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18. Big
Brother
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19. Touch on
Big Picture
Personal Time Savings
Ease of Use
Long Term Goals (w/caution)
Stear Clear Of
Specifics
What will change
How to ...
Training
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21. What's in it
for me?
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28. Pick a Side
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32. Phase it in
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38. So what have we
learned?
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39. Change Management
Go slow
Get a sponsor
Stay flexible
Ask for help
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