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!

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