Learn how FDB Health, a division of the Hearst Corporation, met the challenge of implementing a new CRM on the Salesforce platform to replace their highly customized incumbent system. They had to mange highly complex business processes between diverse business units, and integrate with disparate legacy systems.
In this recorded webinar you will hear Roger Lee, Senior Director Customer Relations at FDB Health, and Benafsha Irani, Managing Partner of West Coast Consulting Group, discuss the “Lessons Learned” and how they might apply to you, including:
- Establish a senior decision maker, who knows all the processes, to drive the project
- Don’t just recreate your current processes
- Don’t paint yourself into a corner