Setting up a CRM system requires advanced planning in order to maximise it’s effectiveness. A perfect CRM setup process can be broken down into the following steps: Planning the business requirements, developing functional specifications for the CRM system, planning the CRM blueprint and operating procedures, selecting and deploying the CRM vendor, producing and deploying content into the CRM system and training the team to use the CRM system. With a team of CRM experts, a CRM consultancy like Metranomic can help you from the first stage of contact to building long-term relationships with your customers.