Research and analyze the market trends in CRM systems and technologies and the features of the CRM system (Hubspot) 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.
