Your Technology Transformation Team
Implementing a new CRM can impact multiple departments. Engaging leadership across departments at the beginning fosters buy-in and a sense of ownership. The insights and perspectives provided by these leaders are invaluable and will significantly improve the outcomes of your implementation.
The rest of this guide will be structured to offer different viewpoints from within your organization, ensuring a well-rounded and comprehensive approach to technology implementation. We are providing a big picture overview. But for you specifically, think about your organization’s structure and that will help you dictate which departments and work areas should be at the table.
Click on the departments below to learn about each role in a technology transformation project.
Transitioning business processes exactly as they exist today is a missed opportunity. When you invest in technology transformation, build for the future—improve, rethink, take advantage of efficiencies.