Just Enough CRM (Just Enough Series)

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Sales

       Metrics  

       Requirements  

       Resources  

Sales force automation   2nd  

Scalability   2nd  

Schedule  

       For a restarted project  

       Typical  

Scope creep   2nd   3rd  

Security  

Service level agreement  

SFA

       Definition   2nd  

       requirements  

       Resources  

Short list  

       Creating   2nd  

       Definition  

Signoff  

Site license  

SLA

       Definition  

       Enforced by CRM tool  

       Metrics  

       With tool vendor  

Standards

       In tools  

       IT   2nd  

       UI  

Status report  

Success factors

       Availability of technical resources  

       Executive sponsor  

       For rollout  

       Get users involved  

       Measure success  

       Stay in the box  

       Think small, dream big  

Super- user

       As part of the team  

       Definition  

       Handling dissenters  

       Requirements  

       Role   2nd  

       Time requirements   2nd  

       Top performer  

Support

       From tool vendor  

       Metrics  

       Requirements  

       Resources  

Synchronization

       Data   2nd   3rd  

       Disconnected usage   2nd   3rd  

Категории