There are several ways to implement a CRM system. A six-step process can help you set up a CRM system effectively. Step 1 involves mapping your customer journey, followed by defining your business and sales processes. The next step is to create custom fields, stages, and pipelines. Step 4 entails migrating your customer information. Then, you need to integrate your other tools and automate manual processes. Finally, you add users and set permissions.
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