Jargon involved - make sure you know how your organization defines each element: how do you define a prospect? Perspective? A contact? A customer? What transaction steps do you use? What does your pipeline look like? What makes a qualified lead? Do you industry leads use lead scoring? When does the transfer from.

Marketing to sales take place? To learn more about the crm implementation process, click here. For a deeper dive into defining crm goals, keep reading. Be smart about your crm goals "A well-set goal is half achieved." – zig ziglar you might be tempted to set goals like "Eliminate customer churn" or "Close every .

Deal that comes through our pipeline." these objectives industry leads are vague, without deadlines, measures or action plans. Being ambitious with your goals is cool, but it's even more important to be smart: specific: what exactly are you going to accomplish? What actions will you take? Measurable: what data will erase.