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9 Steps to a Successful CRM Go-Live

SugarCRM

MARCH 5, 2019

Maybe the objective is to increase the average revenue per salesperson or case load per support rep so that you can scale the business without scaling costs. New territories? These nine steps to a successful go-live are the result of hundreds of man-years of lessons learned across thousands of CRM projects here at SugarCRM.

CRM 47
CRM Scale Lead Rank Lead Scoring 47
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9 Steps to a Successful CRM Go-Live

SugarCRM

OCTOBER 4, 2021

Perhaps the objective is to increase the average revenue per salesperson or caseload per support rep so that you can scale the business without scaling costs. New territories? The specifics will vary from company to company, but don’t ever lose track of how your project impacts the bottom line. New product line? No problem. No problem.

CRM 26
CRM Scale System Policies 26
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