TRANSITIONING TO A CLOUD CRM SYSTEM: Guidelines for a successful migration
Sponsored By: CoreMatrix
Moving to a cloud-based CRM system is a major decision for your organization. You have resources invested and reputations at stake—and most of all critical business needs to meet. Regardless of whether you are just beginning to explore CRM or if you have an old, on-premise system in place, our eBook shares guidelines to ensure your success. The eBook discusses:
- Securing key stakeholders and enlisting executive support
- Defining and gathering requirements
- Ensuring data migration success
- Safeguarding quality through testing
- Plus additional steps to move to the cloud with ease!