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Key Considerations When Planning CRM Implementation

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Key Considerations When Planning CRM Implementation

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Joe Stephan, Director CRM & Technology for Concept shares key considerations when implementing CRM. He discusses things companies should think about and plan prior to and CRM implementation. He discusses things like sales goals, sales processes, sales forecasting, business requirements, staff requirements, sales data, desired features and functionality, budget, timeline, overall expectations and more. Link to full video below.

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