TL;DR: Starting a CRM project can be overwhelming, especially if you've had a bad experience in the past. To ensure a successful implementation, it is recommended to start with an Envisioning Lab. This lab brings together key stakeholders from the business, IT, and end-users to align objectives, gain a holistic understanding of the business and technology landscape, customize the CRM to specific needs, design a user-centric system, mitigate risks, and reduce resistance to change. By involving all stakeholders from the beginning, you can increase adoption rates and ultimately achieve a higher return on investment. Contact congruentX to get started with an Envisioning Lab.
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