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Combine CRM Implementation Proposal Template

Combine CRM Implementation Proposal Template

Aug 6th, 2022

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How to Combine CRM Implementation Proposal Template

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CRM implementations can significantly enhance sales organizations but come with inherent risks. Eric Kimberling, CEO of Third Stage Consulting, emphasizes the importance of recognizing both benefits and challenges associated with CRM systems like Salesforce. He highlights that successful implementations require understanding the unique nuances that differentiate CRM projects from ERP and other enterprise software initiatives. Kimberling shares best practices for navigating these complexities, beginning with the critical step of clearly defining the goals and objectives of the CRM implementation to ensure its success.

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