Project Description

CRM PROJECT – WHERE DO YOU START?

Building shareholder value with CRM

You understand the benefits of a CRM implementation but are unsure where to start?

With planning, implementation, migration, training and technical scoping all needing to be addressed, it’s all too easy to come face to face with information overload.

The more you research, often the more you uncover and more difficult it seems. Where are you supposed to begin!?

Having spent the last 10 years implementing hundreds of CRM projects, we’ve been able to distill our process into an easy-to-follow plan and put it into a report.

Download it now to discover the plan’s initial steps and what you need to consider and in what order.

You're only one step away!

Simply complete the form to access.


By downloading the report, you confirm that you agree to the storing and processing of your personal data by Workbooks as described in the privacy policy.

Thank you for your interest in our resources.

You can download the file by clicking on the download button.

Download Whitepaper