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CRM Implementation Step Four:  Import, Evaluate, and Go Live!


We’re almost done. It's time for you to move in!

Once we finish system configuration, we upload your database and publish your new CRM sales system.


We test the system's:

  • User interface.
  • Dashboards and reports.
  • Integration with other data sources and with your email system.
  • Access to mobile devices.

 When ready, we release it to your eager sales team.