A dedicated person is essential

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Creating this system may require linking with other systems and tools, such as SFA and MA, in addition to CRM. You may also be required to review your operations. Ideally, you should carry out a strategy design with the cooperation of the vendor before implementation and make some kind of forecast. Evaluation Metrics CRM can take time to produce results, making it difficult to measure its effectiveness after implementation. For this reason, in addition to the objectives, it is also necessary to set detailed evaluation indicators.


One method is to set sales increase as the KGI (key goal indicator) and israel telegram database the number of purchasers, repeat rate, number of inquiries, etc. as the KPIs (key performance indicators), or to measure customer satisfaction by conducting surveys. Management Structure or the introduction and operation of CRM. If you have the manpower resources, you should also organize an operation team. The introduction and operation of CRM requires cooperation between each department and division, such as sales, marketing, customer support, and information systems.


In addition to clarifying the objectives, formulating a strategy, and setting and measuring evaluation indicators, as explained above, the role of the dedicated person or operation team is to coordinate the work between sections. It is also important to set a schedule and proceed with the introduction while checking whether progress is being made properly. Points to consider when choosing a customer relationship management system (CRM) There are currently many CRM systems available, each with different features.