This is a white paper you can share with prospects. A great little three pager. 🙂 This is NOT product specific, but rather talks about CRM in general.
This three-page report by Nucleus Research looks at how the adoption of a customer relationship management (CRM) solution can be a disappointing experience—or it can exceed even the most aggressive goals. The outcome depends, in part, on the thoroughness of the implementation plan and the clarity of the business goals.
The report presents some practical and helpful ways to prepare for a successful CRM implementation. Tips in the paper include:
Get your team to agree on the top five benefits of implementing CRM.
Keep your objectives simple.
Research vendors and implementation partners; drill down on the technology.
Have well-rounded training and adoption efforts that motivate your sales, marketing, and customer service teams.