Enterprise CRM

This is a recording of a meeting on 6/15/22 called Just Getting Started? Let's Chat!

DISCUSSION AGENDA

1. Different models for "getting started" – GROUP BRAINSTORM

• Surface area of need
• Data first/Analytics first/Marketing first…
• Governance
• SIPOC

2. What not to do (such as buying licenses too early)
3. How to manage expectations
4. Questions and discussion throughout!