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CRM Implementation - Coggle Diagram

- - - - Find Vendor
      - Find Experts
      - Develop a budget
      - Map your sales and
        marketing process
      - Risk assessment
      - Choose CRM that integrates
        with your existing tools
      - Implementation
        Strategy
        
        Develop an implementation
        strategy
        
        Define launch date
        
        Define responsible users
        
        Road map
        
        Plan Data Transfer
- - - - Use a phased roll-out
        (pilot testing)
        
        Allow time for the transition
        (one piece of the pie at a time)
        
        Train your staff
        
        Identify a team leader
        
        Create docs resource
        (for example, wiki)
      - Old data migration
      - Integrate your existing tools
        (for example, google docs)
- - - - Identifying metrics
      - Data backup processes
      - Audit and adjust frequently