5 Steps to creating your own Cloud Based CRM System

In this weeks episode, John talks about how you would go about implementing your own custom cloud base CRM, and the reasons why you would want to do this.

  • Step 1 – Pick an Open Source tool.
  • Step 2 – Pick an existing Infrastructure as a Service Platform.
  • Step 3 – Identify the Top 3 Use cases for your business
  • Step 4 – Outsource the work to configure your use cases.
  • Step 5 – Define a Roadmap for your CRM Strategy

Check out this episode!

2019-03-26T09:47:57+00:00