diary-of-a-crm-implementation

Diary of a CRM Implementation

Implementing a CRM solution comes with its share of challenges and successes. The process can be overwhelming to some, but not when you know what to expect. If you’re implementing a new CRM solution soon, make sure you have the steps and expectations down pat with our new guide, Diary of a CRM Implementation. Our CRM project manager gives you a personal and detailed look into the implementation of a CRM solution for one company. Read this honest account of CRM implementation, including the obstacles and accomplishments at the following stages of the project:

  • Defining project requirements
  • Vendor selection
  • Testing and training
  • And much more!
     

CRM

How to Customize Features and Tools for CRM Adoption Increases

How to Customize Features and Tools for CRM Adoption Increases

Learn more about how you can customize CRM features and tools to to increase CRM adoption in your company across departments like marketing, sales, and customer service.
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