Making the Switch – 5 Best Practices for a Successful CRM Implementation
Connection Cafe
NOVEMBER 12, 2018
Identify any phase 2 or 3 items. We identified any items that could be included in phase 2 or phase 3, which would happen after we went live. We communicated to all departments what would be ready for go live and what would be pushed to phase 2 or 3; and provided new deadlines for phase 2 and phase 3.
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