May 14, 2008

Anyone considering CRM or those looking to re-energize their CRM processes would be well served to read Gartners Research Note G00149424 by Ed Thompson, 20 June 2007. Available at: http://www.customerthink.com/files2/Gartner-CRM-Handbook. Of course I am most interested in how these 8 building blocks can be applied to processes in the outsourced sales representative model, but they should each be considered from an internal organizational perspective as well. In my opinion its never too early or too late to revisit the Vision and Strategy blocks. CRM in general should be a fluid and evolving process, driven by fluid and evolving strategies. Even if your CRM efforts are limited to basic Contact management, new strategies on how to collect and use this information, supported by the other 7 blocks, will serve you, your customers and your organization well.

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