Understanding your small business needs today and anticipating your future needs will be critical elements in choosing which SCRM will be right for your small business. Without a clear vision of the features that you will require and how you plan to use your SCRM, choosing the right platform will be difficult at best. In this chapter, you will learn to do the following:
Set goals and expectations
Document and prioritize your needs
Plan for a mobile SCRM
Recap your needs by developing a matrix
By this point, you have ideally selected your key person to head up this initiative, and you have also presented the overall concept of SCRM to your team members. As we go through this chapter, it will be important to gain feedback from all departments and personnel who will be involved in implementing and/or using your SCRM. As they will be the ones who will be using it on a daily basis, this is a good business practice.
In order for an SCRM...