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.
Read more
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.
