Planning and Designing Your CRM Project

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This session, the second in a three part series, provides practical steps on how you can run a CRM project that achieves its goals and leads to successful outcomes.

Join Microsoft Dynamics CRM MVP and sales strategist Rick McCutcheon at this live educational event to learn about topics including:

Setting budgets, time requirements, priorities, and project objectives
Mapping your CRM business processes in areas like business development, account management, marketing, and customer service
Best practices in customization, including:
Leveraging pull downs, pick lists and workflows
Template requirements and design
Integration with email
Data management

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