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Redact CRM Implementation Proposal Template

Redact CRM Implementation Proposal Template

Aug 6th, 2022

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How to Redact CRM Implementation Proposal Template

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This presentation aims to equip companies with the knowledge and tools needed to prepare for a new CRM system. It covers practical considerations for teams to ensure they are well-prepared when approaching vendors for implementation. Pre-act, with nearly 20 years of experience in CRM projects, provides valuable advice. Ian Wicks, a project manager at Pre-act with extensive experience since the late 1990s, presents the content. While many projects focus on Microsoft Dynamics CRM, the discussion is applicable to any organization, irrespective of size, contemplating a CRM system implementation.

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