Gearing Up for Second-Wave CRM: 3 Principles for Building the Right Foundation

Regardless of what plan you pursue, keep it simple. Build onto your CRM solution only after proving (or disproving) the value of a given data stream. For example, after sufficiently tracking customer actions in Facebook for an extended period of time, it may be wise to consider incorporating LinkedIn or Twitter data too. From here, outline the best practice for harvesting this data and merging it with information from other sources.