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In this tutorial, Eric Kimberling, CEO of Third Stage Consulting, discusses the critical aspects of successful CRM implementations. He emphasizes that while CRM systems can significantly enhance sales operations, they also come with inherent risks. It’s crucial for organizations—whether implementing Salesforce or another system—to understand both potential benefits and challenges. Kimberling notes that CRM implementations have unique nuances compared to ERP and other enterprise software projects. He intends to share best practices for navigating these challenges, beginning with the importance of clearly defining the objectives for a successful implementation.
