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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.
