CRM glossary
What is CRM implementation?
Rolling out a CRM: process mapping, setup, data migration, training and review.
Definition
CRM implementation: Rolling out a CRM: process mapping, setup, data migration, training and review.
Example
Mapping sales stages, connecting email and calendar, and reviewing the setup after 30 days.
Why it matters
Most failures happen here, not in the software.
CRM implementation in MagicWand
MagicWand needs no configuration project; connect inbox and calendar.