Key concepts & steps
Before you begin
When you build your competitive positioning and brand strategies, you may decide that you need a system that helps you better manage your customer relationships and information, driving you to look at CRM. You may also decide to evaluate CRM after developing marketing campaigns or a marketing plan that will require better lead capture, reporting and other marketing capabilities.
Once you have a defined sales process, you’ll enter it in the system so your reps can track the steps each account goes through.