By: Kathy Koh-Gigante, Director of Implementation, Enrollment Rx
Developing a successful CRM strategy takes thoughtful analysis, a clear timeline, and a dedicated team that is hungry for success. The crawl, walk, run strategy helps you build a simple framework to implement Salesforce education technology, or reevaluate your existing CRM strategy.
Things to Consider Before an Implementation
Start by taking a step back and assessing your landscape. Get a clear picture of your resource availability and your team’s knowledge base. Is your team already using Salesforce in some capacity? Are you already working with a partner like Enrollment Rx? Consider how you are currently using your CRM and how you would like it to look in the future.
Identify internal versus external goals. Internal goals involve getting everything into Salesforce, becoming more efficient, and improving your staff’s day-to-day work experience. External goals focus on anything that relates to your target audience.
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