The Main Mistakes in CRM Implementation and How to Avoid Them: Analyzing a Real Case
Posted: Thu Jan 30, 2025 4:01 am
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#crm
The Main Mistakes in CRM Implementation and How to Avoid Them: Analyzing a Real Case
Julia Pyankova
Yulia Pyankova, Head of CRM and Integration Unit
June 13, 2024
Content
Determining starting positions
Stage 1. Setting tasks
Stage 2. Preparing for the transition: assessing current hungary consumer email list processes and data volume
Step 3. Transferring sales department data
Step 4. Transferring production department data
Consider and do not repeat: the main mistakes in implementing CRM and how to avoid them
Implementing a new CRM can be a real challenge for any business, especially when it comes to switching from one system to another.
Using the case of StickPeek , a manufacturer of corporate merch, as an example, we show how to switch from amoCRM to Bitrix24 as painlessly and effectively as possible. Yulia Pyankova, head of the CRM and Integrations unit at Completo , helps with this .
Spoiler : the main goal of this article is to provide practical recommendations and insights that will help you avoid common and not so common mistakes when implementing CRM.
#crm
The Main Mistakes in CRM Implementation and How to Avoid Them: Analyzing a Real Case
Julia Pyankova
Yulia Pyankova, Head of CRM and Integration Unit
June 13, 2024
Content
Determining starting positions
Stage 1. Setting tasks
Stage 2. Preparing for the transition: assessing current hungary consumer email list processes and data volume
Step 3. Transferring sales department data
Step 4. Transferring production department data
Consider and do not repeat: the main mistakes in implementing CRM and how to avoid them
Implementing a new CRM can be a real challenge for any business, especially when it comes to switching from one system to another.
Using the case of StickPeek , a manufacturer of corporate merch, as an example, we show how to switch from amoCRM to Bitrix24 as painlessly and effectively as possible. Yulia Pyankova, head of the CRM and Integrations unit at Completo , helps with this .
Spoiler : the main goal of this article is to provide practical recommendations and insights that will help you avoid common and not so common mistakes when implementing CRM.