Basic best practices for a CRM upgrade
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Richard Smith is a founding partner of Green Beacon Solutions and serves as vice president and CRM practice director there.
Smith offers advice in this podcast on basic best practices to consider when choosing to upgrade CRM software, along with an overview of some common upgrade challenges. He covers training on CRM system updates, considering other CRM vendors and using a partner or consultant during an upgrade.
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Total length: 19:10
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Visit the accompanying business case for a CRM upgrade for a comprehensive look at what's involved in building a business case for updating CRM software.
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