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