Implementing software implies dividing the project into phases and tasks with an outlined timeline. Here are the generalized stages of CRM implementation process:
- Step 1. CRM consulting
- Step 2. Defining system architecture
- Step 3. Data assessment
- Step 4. Determine CRM settings and customizations
- Step 5. Implementation and integration
- Step 6. Testing and deployment
- Step 7. User training
- Step 8. Post development support