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CRM Implementation Risk Mitigation Checklist: Overcoming Challenges for Successful Adoption As organizations strive to improve customer relationships, many are turning to customer relationship management (CRM) systems to help them automate and streamline processes. However, implementing a CRM system can be a complex and challenging undertaking. There are a number of risks and challenges that need to be considered and addressed in order to ensure a successful CRM implementation. This CRM implementation risk mitigation checklist provides a framework for addressing the risks and challenges associated with CRM implementations. 

  • Define the business case and objectives for the CRM implementation.
  • Define the business case and objectives for CRM implementation.
  • Assess the company’s readiness for CRM adoption, including organizational readiness, technical readiness, and data readiness.
  • Assess the company’s current state in terms of people, processes, and technology.
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