Involve Stakeholders at All Levels in the Design of the CRM Solution

N    ever design a CRM solution in a silo. Instead, bring in your stakeholders and user community as part of a cross-functional team to help drive the design and ongoing evolution of your CRM system’s features and user experience. Assemble a cross-functional team for the design of your CRM solution with representation from your: 

• IT department

• Security team

• Sales team

• Sales operations group

• Sales management team

• Marketing team

• Customer success team

Don’t let this team go their separate ways after you launch your CRM system, either: Their insights can be invaluable as a steering or governance committee when you need to consider future integrations to and features for the platform.