Status: Submitted

No one starts their CRM project without a plan. But most companies fail to create a plan that results in success. In fact, 47% of CRM projects fail 2 or more times before organizations get it right. Initial or annual planning for customer engagement is a unique process. This session delivers an annual planning framework for moving your project forward, getting it back on track, or for starting a new project with the right foundation. Learning Objectives · Understand the value of a CRM project and articulate it to management · Create the CRM annual plan · Engage your users and leadership in the planning process · Participate in group planning exercises that you can bring back to your team

Technical Level: 100

Presented By: Geoff Ables