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 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
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.