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CRM implementations can significantly enhance sales operations but come with inherent risks. Eric Kimberling, CEO of Third Stage Consulting, emphasizes the importance of recognizing both the benefits and challenges of implementing a CRM system, such as Salesforce. Unlike ERP projects, CRM implementations have unique nuances that require careful consideration. To ensure success, it's crucial to follow best practices tailored for CRM systems. The first step is to clearly define objectives and expectations for the implementation process. Proper planning and understanding of the specific requirements are essential for achieving a successful outcome in digital transformation journeys.
