8CIOReview | | AUGUST 2023IN MY OPINIONYou are tired of the CRM tool you and your team are using. You have the green light from the C-Suite to get a new tool(s), now what? Change is difficult and no matter what potential providers will tell you, it will be an enormous amount of effort. However, the payoff of improving your customers' satisfaction, empowering your team, and gaining and sharing insights with the entire organization is well worth it. I found the below points helpful streamlining the process1 - Understand why you want to make that change The prospect of having a new tool is exciting. However, you need to make sure that you certainly need to change your current provider. Define precisely what you and your team are trying to accomplish. The best way to go about this task is to conduct Gap analysis. CHANGING CRM-CS TOOL? YOUR 5-STEPGUIDE TO A SMOOTH TRANSITIONBy Rami Sarabi, Sr. Operations Manager, Campbell Soup CompanyRami Sarabi
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