Your Guide to Undertaking a CRM Change

Alistair Sergeant
Alistair Sergeant

Choosing a CRM system can seem like a minefield and you may be wondering how to select the right one for your business.

To help you make sure your CRM system is a success, we’ve written a guide covering common pitfalls, and how you can avoid them.

Sections include:

  • Why a CRM Change
  • Transformation Structure
  • Vision
  • Insight
  • Improvement
  • Selection
  • Design
  • Benefits Realisation

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More about the author

Alistair Sergeant
Alistair Sergeant CEO

As CEO of Equantiis, his main focus is on strategic leadership and growth within the business whilst working through new opportunities that support this. Alistair manages client relationships so that they can benefit from his experience and knowledge. He thrives on leading a disruptive business that works with business leaders to identify and overcome complex business challenges, with cost certainty and transformative outcomes. Alistair is passionate about anything outdoors. Including running, camping and travelling with the family.

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