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CRM Fundamentals by Mathew Johnson, Brian Paulen, Scott Kostojohn

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Common Project Issues and How to Avoid Them

Now that we have provided you with an overview of the various processes and tools that can be used to help you implement your CRM application, we wanted to outline a few of the classic project issues that arise with CRM implementations. We will provide a few of the symptoms or causes of these issues and a bit of information on steps you can take to avoid them.

Over-scoping

At various points in this book, we talk about using a phased or big-bang approach to CRM. Over-scoping is another way of articulating the same challenge. Allowing too much scope, or scope that collectively requires too much change, into your CRM implementation will provide significant challenges to you as you roll out the first version ...

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