A playbook for CRM modernization

For any business consumed with sales and customer service, a customer relationship management (CRM) system has the power to help close deals faster, deliver personalized service and automate processes between teams. But in practice, many organizations struggle to maximize the value of their CRM — or worse, they revert to spreadsheets and manual processes to keep up with sales and marketing.

Whether an organization has an existing CRM solution or is just getting started, what’s getting in the way of meaningful progress? And how can the latest platform features — including AI — make CRMs more accessible, customized and productive than before?

In this playbook, Wipfli explores the indicators of CRM success and the instrumental actions that business and IT leaders should take along the way.

Key insights include:

• How new features in CRM technology make it easier than ever to embrace automation
• Where CRM integrations often go sideways and how to avoid common project roadblocks
• How to know when it’s time to upgrade or tune up your CRM, with some tips to consider

Download the playbook to learn how to navigate CRM investments, avoid pitfalls and maximize system outcomes.