Improving Contact Management Solution Meeting Agenda
- Introduction to the Current Contact Management System
- a. Issues and Challenges with the Current System
- b. Impact on Business Operations
- Exploration of Potential Contact Management Solutions
- a. Research on Available Contact Management Software
- b. Cost-Benefit Analysis of Implementing a New System
- Selection Criteria for Contact Management Solution
- a. Must-Have Features
- b. Integration with Existing Systems
- c. Scalability and Customization Options
- Demo and Evaluation of Shortlisted Contact Management Solutions
- a. Vendor Presentations
- b. Hands-On Testing by Team Members
- Decision-Making Process
- a. Pros and Cons of Each Solution
- b. Consensus Building among Stakeholders
- Implementation Plan for Adopting the New Contact Management Solution
- a. Timeline for Migration
- b. Training and Onboarding Strategy
- c. Communication Plan for Employees
- Budget Allocation for Contact Management Solution
- Next Steps and Action Items
- Open Floor for Questions and Discussion
About Improving Contact Management Solution Meeting Agenda
The meeting agenda focuses on addressing the current challenges with contact management in the business and finding a suitable solution to improve efficiency and effectiveness. It includes a structured approach to evaluating, selecting, and implementing a new contact management system.
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