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Pre-implementation Checklist
Get commitment from senior executives for this initiative
Main objectives of this initiative: For this, look into your organizations pain points, and how you want to improve:
Better and real time pipeline visibility
Collaborate Sales and Marketing efforts
Standardize Sales process through out organization
Increase Sales efficiency
Improve correspondence with Customers
Identify key operational metrics: You need to attain the objectives you set. Metrics will help you to measure how well you are doing in attaining your objectives
Key issues you would like to address
Document your Sales cycle and overall Sales process
List standardized templates used to communicate with customers
Describe reporting needs
List documents your users should have access to
Role Hierarchy, and Data visibility restrictions
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