Implementing a CRM system is a critically important decision for any business. However, you can’t just buy a new CRM platform, hit the switch and be on your ray to better business relationships and more revenue.
Before implementation, it’s worth sitting down with your Sugar contacts, select your champion and administrators, and everyone—including management—meet to decide how you want to roll it out. And then integrate that feedback.
While sales and customer service teams live inside the CRM on a daily basis, it’s the IT department that is responsible for executing a successful deployment plan, and for the vital function of integrating the CRM with other tools like email and your ERP. In short, your core CRM selection team should work closely with IT to ensure the CRM can be (and is) set up correctly.