Being involved in a CRM implementation can be stressful, complex, and risky. And so this video looks to address these challenges by walking listeners through a ten-step project plan. We know that by taking a systematic and controlled approach to a CRM project, you can ensure that your implementation runs nice and smoothly.
This and the following episode are a must-listen if you're about to implement a new (or very first) CRM system into your business. You'll find this especially helpful if you're new to the world of CRM tech.
RocketPod is brought to you by the team at Rocket CRM - the experts who are rather good at keeping CRM simple.
BOOKMARKS:
- 00:00 Introduction
- 01:00 Where to start with CRM implementation
- 02:26 Step1 - Identify your processes
- 05:09 Step 2 - What are your goals and aims?
- 10:56 Step 3 - Build your CRM team
- 22:40 Step 4 - Map out your processes
- 27:41 Step5 - Data migration
Steps 6 to 10, plus a bonus step 11 will be covered in part two to be published in October 2022.
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