3. How do you set up a customer relationship management application?

3.1 Analyze the existing situation

This involves analyzing your existing processes, the needs of your teams and your customers, what's currently working well and what needs to be improved.

You can do this by interviewing your customers, to understand the stages of the customer journey, and the needs for interaction with your teams.

We also need to interview the employees who will be using the CRM on a daily basis to identify their needs, what could save them time, and any obstacles to implementing the...