Define Your Objectives Understand Your Goals Before diving into data collection, it’s super important to clarify what your objectives are. Why are you implementing a CRM system in your school? Personally, when I first started organizing data, I sat down and made a list of what I wanted to achieve. It could be improving student […]
Define Your Goals Understanding Your Customer Base First things first, when I set out to gather info for my CRM, I always start by defining what I want to achieve. Understanding who my customers are lays the groundwork for everything. It’s like building a house; you need that solid foundation! Take some time to segment
1. Identify Stakeholders Understand Who’s Involved In any project, knowing who’s who is essential. I’ve learned that identifying the stakeholders early on helps set the tone for the entire requirement-gathering process. Stakeholders can be anyone from sales reps, customer service agents, to management. Understanding their role not only helps in collecting their specific needs but