Steps of CRM Software Implementation

Thinking about migrating to new CRM . Here are 10 steps for your business to be up and running with the next best CRM Solution in the market.

1. Discuss CRM Software Users , Role Hierarchy & Organization structure.

2. Develop User Access & Profiles

3. Look at Your old application/system Implementation. and capture all details.

           Required Fields
           Required Tabs(Screens, Views, Applets)

4. Set Up CRM Software Environment & Create Map of Data Migration

5. Map Business Processes & CRM Workflow

6. Product Testing

7. CRM Software Training

       Train the Trainer
       User Training

8. Verify Specified CRM Platform Rollout Date

9. Platform Roll Out

10. Monitor New Implementation Steadily for a Week

Friends, Please suggest if i have missed something.

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