Sales team The sales team is one of the most important stakeholders to involve in the CRM system selection process. They are the primary users of the system and will be directly affected by its functions and features. Involving the sales team in the selection process can help ensure that the system fits their needs and workflows.
IT department The IT department is responsible for implementing and maintaining the CRM system so involving them in the selection process is essential. They can provide valuable information about technical requirements and compatibility mobile app designs service with existing systems. They can also help ensure system security and compliance with data privacy regulations.
Marketing team The marketing team can provide valuable insight into the customer journey and the types of data that are important to capture in a CRM system. They can also help ensure system integration with marketing automation tools and other marketing technologies. Customer service team The customer service team is responsible for managing customer interactions and providing support.
發表於 2023-10-8 11:32:06
