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Get started with Settings and maintenance

Updated on 4 Nov 2021

Learn how to set up your users, the GDPR settings your company needs, manage all lists, templates, system preferences and the settings for video meetings. Import of contacts and companies from different sources also gives instant value to your system.

There are different things to think about in the implementation of your CRM system which will give you good value in the long run!

These 8 tips is a good place to start the implementation:

  1. Ensure top management buy-in
  2. Find an awesome project manager
  3. Appoint a dedicated super-user
  4. Launch with a BANG!
  5. Set up internal usage guidelines
  6. Offer sufficient training
  7. Define a CRM strategy and adopt a CRM philosophy
  8. Overcome rejections and negative attitudes

Read more about the tips to a successful implemenation of your new CRM system.

CRM - sales, marketing, feedback, support

 

How-to guides: