CRMguide

CRM Implementation Roadmap: From Selection to Adoption

Step-by-step CRM implementation guide covering vendor selection, data migration, customization, training, and adoption strategies.

LeadFinder Sales Team16 min read195 downloads
CRM implementation roadmap with migration steps and adoption best practices
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Why CRM Implementations Fail

70% of CRM implementations fail to meet expectations. The #1 reason? Poor adoption. This roadmap ensures your CRM actually gets used.

Phase 1: Requirements & Selection (Weeks 1-4)

Must-Have vs. Nice-to-Have Matrix

FeatureMust-HaveNice-to-HavePriority
Contact managementYesP0
Pipeline trackingYesP0
Email integrationYesP0
Reporting/dashboardsYesP0
Mobile appYesP1
AI lead scoringYesP1
Marketing automationYesP2

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