Guide

CRM Setup and Rebuild: audit, build, integrate, scale.

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CRM setup and rebuild
  • The audit , and the findings that turn up in nearly every system we read
  • The build order , and why reporting is the last thing we touch
  • Field ownership , and what happens when two systems write the same value
  • What has to exist at 25, 50, 100 and 250 people
  • The three things that decide whether a CRM survives growth
  • Where the stack question starts , and where it stops being a CRM problem
  • Where should we send it?

What a week of reading an existing system turns up, the order a rebuild has to happen in, who owns which field once things are connected, and what has to hold as the company grows. Four sections and four diagrams.

  • The audit , and the findings that turn up in nearly every system we read
  • The build order , and why reporting is the last thing we touch
  • Field ownership , and what happens when two systems write the same value
  • What has to exist at 25, 50, 100 and 250 people
  • The three things that decide whether a CRM survives growth
  • Where the stack question starts , and where it stops being a CRM problem

Where should we send it?

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