What should be the logical steps to start a CRM project?

DeepDeep Member Posts: 569
edited 2009-11-14 in Dynamics CRM
Hi all,

Our client is a stockbroking concern which is going to adopt Dynamics CRM.

Thus, I need valuable inputs from all experts as to what should be the logical steps for starting a new CRM implementation project for a stockbroking firm.

I request the entire forum to help it out with some expert comments.



  • DeepDeep Member Posts: 569
    No comments :(

  • BruceSmithBruceSmith Member Posts: 3
    Hi Deep,
    I am also trying to understand the same thing that you want to know. I have the same problem that where to start from. I surf many of the forums and didn't get the exact answer to my question. I am in hurry and short of time because the client is waiting for me to show something progress about his project. I am at the initial level in the project no progress is done yet.
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