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This White Paper explores with the tips and tricks you need to know in order to have a successful CRM implementation. In this White Paper, you’ll learn: How to ensure your CRM implementation is a success, Important tools to help you select the perfect vendor for your business, Pro tips to aid you in vendor selection and software implementation.
Table of contents
Steps to a Successful CRM Implementation
Identify Your Reasons
Communicate With Your Team
Research Vendors
Utilize RFPs
Evaluate Your Processes
Assess the Features/Benefits
Develop a Budget
Communicate With Your Vendor
Customizations
Integrations
Trickle-Down Implementation