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Password Protect CRM Implementation Proposal Template

Password Protect CRM Implementation Proposal Template

Aug 6th, 2022

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How to Password Protect CRM Implementation Proposal Template

5 out of 5

11 votes

This pre-act presentation aims to equip viewers with essential knowledge and tools for preparing their company for a new CRM system. It discusses practical considerations teams should address to effectively approach vendors for implementation. Ian Wicks, a project manager at pre-act with nearly 20 years of experience in CRM projects, guides the presentation. Although it primarily involves Microsoft Dynamics CRM, the content is applicable to any organization considering CRM implementation, regardless of size, from those with 10 to 10,000 employees. The focus is on delivering relevant advice for successful CRM project preparation.

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