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CRM Implementation
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Tasks complete
2 / 8
Milestones achieved
1 / 4
Open risks
3
Task completion25%
Project overview
Replace spreadsheet-based sales tracking with a centralized CRM to improve customer visibility, reporting, and collaboration.
Sponsor: VP of Sales Approach: Hybrid Project type: Internal systems implementation
Next focus
Validate sales requirements and investigate customer data quality before committing to configuration and migration dates.
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