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Best Practices for a Successful CRM implementation

Best Practices for a Successful CRM implementation

Are you a decision maker who needs help to plan, design, and customize Microsoft Dynamics CRM?

Are you looking for some 'Best Practices'* to follow to achieve a successful CRM implementation?

Do you need help designing a user experience flow?

Would you benefit from usage recommendations for CRM components?

To successfully implement Microsoft Dynamics CRM here are a collection of best practices based on real life customer scenarios, the download isn’t intended to explain the technical details of the UX components but to explain some common traits across the most successful CRM implementations.


*The UX Design Guidelines for Microsoft Dynamics CRM

CRM Best Practices, CRM Training, Customer Relationship Management