6 Steps to Follow for your Project Kick-off Meeting – Agile CRM Dev


This article discusses the six essential elements of a project kick-off meeting for implementing customized software solutions like Microsoft Dynamics 365 CRM. The six steps include reviewing the project overview, introducing the project team, reviewing the high-level plan, addressing risks and mitigation plans, outlining the project approach, and discussing the next steps. The kick-off meeting helps align the visions of key stakeholders and establishes a foundation for collaboration. Purely CRM, a team of expert CRM consultants, emphasizes the importance of following these steps to ensure a successful project execution.


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