6 Ways to Harness Your CRM Solution as a Change Management Tool
FEBRUARY 26, 2019
This is the time to question how things have always been done and consider changes that will expand your institution’s reach. First, I recommend that you position the CRM solution implementation as step one of a long-term process of change. You need time to assess how the system is working, where it could do better, and what changes you’d like to make. Here are some of the areas I recommend your team examine as you usher change into your institution.