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6 Steps to Successful CRM Projects

2023-04-25T20:44:01-05:00Categories: Salesforce Success, Successful Implementation|

We identify six steps in an implementation:    Requirements definition Configuration Testing Data migration Training Adoption   Requirements Definition We feel that the requirements definition is by far the most important part of the effort.  Our point of view holds it appropriate to view CRM projects as process automation exercises, not technology projects.  Therefore, defining [...]

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