Adoption Process

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Don’t become a tracker

CustomerTRAX works to steer companies to a positive and effective CRM implementation and adoption method. This process addresses the 3 problem areas that derail most implementation processes: Consensus, Technology, and Education.

Our workbooks and scorecards are designed to combat these issues to create Developing organizations—to help establish a business culture where organizations use data and information to plan for future success. Read more

Consensus


The foundation of a successful CRM implementation is for team members to come together. Read more

Technology


To get the biggest bang out of CRM, it is vital that your technology solution deliver on seven core competencies. Read more

Education


CustomerTRAX helps managers to incorporate smart training strategies and techniques. Read more