Your CRM Success Depends on Your Implementation.

Planning and Preparation are Critical.

Deploying a CRM is not just about choosing a software, it's about defining why you need it. Picturing the desired end result will help you determine your software solution.

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This ebook explores:

  1. Defining Needs
  2. Organizing, Cleansing, and Segmenting Data
  3. Identifying Data Record Criteria 
  4. Testing
  5. Deploying, Documenting, and Training 

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