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Sage CRM Project Management

A thoughtful, methodical approach makes the difference between success and failure.  Many of our existing clients have either deployed a CRM solution in the past and failed OR purchased Sage CRM software elsewhere before approaching us once they were ready to take a more thoughtful approach. Our experience allows us to add valuable insight and remove as much risk as possible from your CRM strategy.

CRM Best Practices

It is in our best interest that your project is successful, and over the years we have developed a pattern that works using CRM best practices.

Our objective is to be as transparent as possible about how we will get ‘from here to there’.  The image below reflects the schedule for a typical Sage CRM deployment.  The schedule and the entire plan is flexible, but we certainly go into our projects with a plan.

CRM Best Practices

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