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Understanding how to plan to use a CRM for a business is a critical factor for determining what tools are available. This will ensure attendees are developing a system that meets their needs, is scalable, and is robust enough to be sustainable. Equally important, is having a defined sales process that establishes how a team will interact with the system, and how to plan to use the data. Lastly, attendees will take into consideration alignment with how they interact with customers. In this session, Brandt will discuss what should be considered before choosing a CRM solution, keys to successful processes and system development, and KPI's that drive performance and accountability.

This presentation is being replayed from the 2021 Benchmarking and Best Practices Conference. The presenter will be on hand to provide updates and answer any questions. 

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