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A Project Management Approach to CRM Implementation

  • CRM systems are powerful tools for businesses but implementation can be risky without proper planning and stakeholder buy-in.
  • A project management approach is crucial for ensuring CRM implementation is on time, within budget, and aligned with business objectives.
  • Key steps in CRM implementation include setting clear goals, detailed planning, Agile methodologies, technical build, and project execution monitoring.
  • Change management is essential to ensure user engagement and successful CRM implementation, which is more of a business transformation than just an IT project.

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