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Export CRM Implementation Proposal Template

Export CRM Implementation Proposal Template

Aug 6th, 2022

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How to Export CRM Implementation Proposal Template

4.6 out of 5

69 votes

This presentation aims to equip companies with essential knowledge and tools for preparing to implement a new CRM system. It highlights practical considerations for teams to ensure they are well-prepared when approaching vendors for implementation. Ian Wicks, a project manager at Pre-Act, shares insights from nearly 20 years of experience in CRM projects, primarily focusing on Microsoft Dynamics CRM. However, the content is applicable to any organization, regardless of size, that is contemplating CRM implementation. The goal is to provide relevant advice and prepare companies for a successful transition to a new CRM system.

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