How to Plan and Prepare for a New CRM
Nutshell
JULY 19, 2023
How to plan for a new CRM Assess your business’s needs Establish measurable objectives for your CRM Identify key stakeholders Why is it important to prepare for a new CRM? What your team decides during planning will determine which solution you choose, what you prioritize during the first few weeks of use, and who oversees the project.
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