Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.
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your CRM implementation, estimate how you might want the system to evolve in the future. For example, are there areas of the CRM system you will want customized to meet your unique needs? Add users? Find out if the system will be able to accommodate these changes. 08 After the first phase of implementation, you can consider additional phases for rollout. For example, once you have used the system for a few months, you might want to extend the system to other departments, implement other modules or other