Many of us have our own process for planning a CRM deployment.
The CRM 2011 implementation guides contain a wealth of information for planning, but specifically there is a download link for some planning tools. It’s hidden away a little, but well worth downloading.
The planning tools you get contain 4 folders:
Business Management Planning Tools
Configuration and Customisation Planning
Project Management Tools
Service Scheduling Tools
The collection includes Word Document templates, Excel Spread sheets and Project Files.
If you haven’t had a chance to look yet, and are planning a CRM implementation, it’s well worth a look.
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