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Basic best practices for a CRM upgrade

Listen to this podcast with Richard Smith for best practices during a CRM upgrade, with tips on training software users, using a partner or consultant and shopping around for CRM vendors.


Richard Smith is a founding partner of Green Beacon Solutions and serves as vice president and CRM practice director there.

Smith offers advice in this podcast on basic best practices to consider when choosing to upgrade CRM software, along with an overview of some common upgrade challenges. He covers training on CRM system updates, considering other CRM vendors and using a partner or consultant during an upgrade.

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