How-to: Start Planning your CRM Landscape

For its foundation stones, CRM requires some basic building blocks in terms of storing data. As with any technical solution, using CRM successfully depends on storing data in the right place and in the right way, which can only happen with careful consideration and planning; mapping your data into a sensible structure that the CRM can support. That means planning for the general rule and carefully corralling the exceptions; just because you can go wild with custom fields for any and every occasion, doesn't mean you should.