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Create a CRM implementation team and should include:

  • Project manager: the leader during your CRM planning
  • Representatives from all key user groups: Sales team, Sales managers, Marketing team
    Marketing managers, Project managers, Customer service representatives
  • Application analyst: responsible for data migration and cleansing
  • Application developer: in charge of system customization
  • QA test engineer: heads up testing efforts

Your implementation team is there to help your business realize the goals it set when you first decided to select a CRM. Small organization will have small implementation team. List above should be used as a reference.

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