I recently heard someone comment that CRM is a journey, not a trip. Truer words were never spoken. 

As many of my Clients will tell you, I am fond of saying that CRM is not a project, an initiative or a rollout – it’s a fundamental change in the way that your firm manages and leverages its relationships. And these relationships are essential to the success of the firm. This, therefore, makes CRM essential to the success of the firm. That’s a pretty thought-provoking syllogism… well, almost.

This also means that you can't think of your CRM journey as something that will ever really ‘end.’ It will be a necessary and even essential element of the firm's success and growth. So be prepared: you are in it for the long haul. And since the CRM journey will never be over, you better start thinking about out what to pack…