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6 Steps to a Successful CRM Implementation

6 Steps to a Successful CRM Implementation

Set realistic, actionable goals.
Do your research to find the right CRM solution.
Select a CRM team, with department champions.
Forecast the costs and benefits.
Migrate and integrate data.
Train the team and test the system.

Work with your various teams to forecast the specific effects this CRM will have on your business during the implementation process, the initial six months after launch as your team acclimates, and the following 12 months once the CRM is a fixed part of their daily use.

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