ProActive introduction

ProActive is a pre-project/planning phase where thorough training and analysis is conducted to:

  • Ensure that a ROI is realised early
  • Mitigate the risk of high costs caused by unexpected changes, such as internal organisational changes or external market conditions
  • Identify potential obstacles to a successful CRM project
  • Align all stakeholders and obtain buy-in across all levels and functions on the short-and-long term strategic goals
  • Create a strategy roadmap for your CRM initiative that maps directly to the budget available and the CRM priorities


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