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In this episode (2 of 5), Lindsay Young, president of 3 Aspens Media, returns with Brian Gardner, founder of SalesProcess360 and author of ROI from CRM, to continue exploring the role of the "CEO for CRM" and how to begin a successful CRM journey. Brian outlines the crucial steps companies should take when starting or rebooting a CRM system.
Key topics include assembling the right team—both stakeholders and super users—conducting a thorough CRM audit to identify gaps and inefficiencies, and establishing a structured roadmap for CRM implementation. Brian also highlights the value of a phased approach and shares strategies to ensure success, whether it’s your first CRM or a CRM retry.
Listen in to learn how to implement a CRM that drives results, aligns with your sales process, and enhances business growth.