CHECKLIST
How to ensure that CRM
really works in your organization?
Many CRM projects fail to deliver the expected impact. Not because the technology is inadequate, but because teams mainly use CRM for reporting rather than to improve collaboration. Salespeople do not enter data consistently, managers continue to work in Excel, and each team follows its own way of working.
The result? Low adoption, no insight into growth opportunities or risks, and no one seems to be doing the right thing at the right time.
This checklist shows you what you really need to make your CRM work in your organization.