Summary
The development and implementation of an effective sales and marketing technology roadmap begins with an assessment of the systems in place. B2B sales and marketing organizations should conduct a complete inventory and assess the level of user adoption and the functionality of their sales and marketing tools, applications, and each platform or system. When finalizing an action plan, consider the costs, resource requirements, and impact to other initiatives. This report describes an expanded 12-step process for assessing an organization’s current sales and marketing technologies.
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