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Project Manage Your CRM Implementation

Format: PDF

Implementing a CRM solution comes with its share of challenges and successes. The process can be overwhelming to some, but not when you know what to expect. If you’re implementing a new CRM solution soon, make sure you learn from the experience of a successful project manager. Our new infographic, How to Manage Your CRM Implementation Project, guides you through the major milestones of a CRM implementation, for a successful planning and execution of your project.

Read on to get insights into the various stages of the project, such as: 

  • Creating a project plan
  • Defining the requirements
  • Selecting vendors
  • Testing

 Equip yourself with the tools you need. Get this infographic. 

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