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- Research and analyze the market trends in CRM systems and technologies and the features of the CRM system If you use another CRM feel free to use it.
- Evaluate the company’s current customer relationship practices, customer needs and preferences, and the company’s objectives.
- Identify the key features and functionalities of the CRM system that meet the company’s requirements.
- Develop a detailed implementation plan for the CRM system, including project scope, timeline, budget, and resources needed.
- Outline the process for data migration, integration with other systems, and user training.
- Identify potential risks and challenges and develop contingency plans to mitigate them.
- Develop a plan for measuring the success of the CRM system and continuous improvement.
