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Planning for Sage CRM

You definitely don’t want to be underprepared as you move into a CRM initiative.  We have a video (below) we use to help people wrap their heads around how these projects should go down. It covers the highlights such as:

  • Outlines the sequence of steps to move forward
  • Gives you a good idea of a timeline
  • Defines the key resources you will need to be successful

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