How to implement CRM in a company

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A CRM implementation must be a comprehensive, cross-department process involving:

  1. Buy-in from all major stakeholders
  2. Customer-focused approach to needs analysis
  3. Great definition of user stories
  4. Strong project management
  5. Appropriate choice of technology

Though the above list is a useful guide as to what order of priority you should follow, addressing this list in reverse order here helps clarify some of the rationale as to why.

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What is a Digital Transformation Strategy?

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I was recently asked this question and at the same time asked to explain what free CRMs have to do with the subject of digital transformation. Naturally, we here believe that Planet Crust’s CRM is the best free CRM on the market, providing the market-leading open source Salesforce alternative. However, more importantly, we provide a low code platform that rivals “Lightning”, the Salesforce rapid application development offering in every facet. CRM is just the tip of the iceberg – with the Corteza low code platform we can build just about any type of records-centric web applications. Read more