Assuming your CRM has Marketing, Pre-sales, Sales and After-sales functionnalities, we recommend to proceed in the following order:
1. Configure the CRM
2. Give access to your admins
3. Customise your CRM’s entry forms
a. Contacts
b. Leads, prospects and customers
c. Items/ services
4. Customise CRM’s other entry forms
a. Opportunities
b. Estimates
c. Sales orders
d. Cases and tickets
e. Marketing email templates
5. Import your data onto the CRM
6. Create reports and run validation tests
7. Build reports
8. Build Dashboards.
9. Create employee records and roles
10. Provide user training
11. Go-Live.