What are key considerations when upgrading CRM, migrating CRM to a new CRM, or implementing CRM from scratch.  

1. Know your processes, including sales processes, marketing processes, customer services processes, onboarding processes, and more.  
2. Get your data cleanded up.  Identify where your data is and how much of it do you need?
3. Know your users.  Are they ready for change?  What are their needs?  How will this benefit them?
4. Realistic expectations. Define and set realistic expectations regarding costs, timeframe, time involvement, and more.
5. Leverage the technology.  

Chris Finnecy, owner of TrellisPoint a Microsoft Dynamics 365 Partner shares key CRM considerations to think about before implementing, migrating, or upgrading CRM.  He talks about the importance of Process, People, and Technology.  He shares how all three have to be aligned for a successful implementation.

https://trellispoint.com/
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