Gartner Research

Peer Lessons Learned: Implementing CRM Lead Management

Published: 05 February 2019

ID: G00385428

Analyst(s): Peer Contributors

Summary

CRM lead management solutions continue to be in high demand. Application leaders can leverage lessons learned from their peers to ensure that their own CRM lead management solution implementation is successful.

Table Of Contents

Overview

Peer Strategies

  • Lesson 1: Prioritize Due Diligence
  • Lesson 2: Define Your Requirements With the End Goal in Mind
  • Lesson 3: Create an Implementation Roadmap That Keeps Customer Needs at the Forefront
  • Lesson 4: Capitalize on Vendor and Third-Party Support
  • Lesson 5: Prioritize and Invest in Training Initiatives to Drive Adoption
  • Methodology

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