Investing in CRM, or any lead management technology, is a tremendous strategic undertaking and it needs to pay dividends. However, you don’t need to feel stuck under the weight of it. These 6 steps will guide you on your path to CRM success.

• Identify current strengths and weaknesses by asking some basic performance-based questions
• Involve internal stakeholders early on in the CRM vetting process
• Gather current organizational data in your key areas of NOI opportunity
• Once you have identified your benchmark data, it’s time for research
• Before making a portfolio-wide decision, narrow the field to two or three potential partners
• NOI. ROI. That’s all that matters at the end of day. If a CRM doesn’t deliver financial returns during the pilot, then why move forward?

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