CRM Fundamentals

Launching the Solution

Once you have completed all the necessary training activities, you should begin to focus on the deployment of the initial phase of functionality. During this process, you should expect some pain throughout both your team and your organization. The new application will likely be a cause of significant change to your users regardless of what they used in the past. Being prepared for the pain, and more importantly to assist your users with the transition process, will allow you and your team to successfully drive the project to completion.

Cutover

The cutover (or go-live) process is one that will vary greatly depending on the type and complexity of implementation. The most important thing to focus on around cutover is planning ...