CLEAR THINKING. PRACTICAL ACTION.
Choose a task. Test the result.
CRM automation should make the customer record more reliable. Start with information capture and duplicate checks before allowing automated changes to deal stages. A useful handover lets the next person continue without making the customer repeat everything. Summarise the need and make the unresolved items visible. A pilot should answer a specific operational question, such as whether note preparation becomes faster without reducing accuracy. Avoid starting with an open-ended promise of more revenue.
Build a working brief →