Setting Up Your Environment Identifying Your CRM First things first, you need to know which CRM system you’re using. Each platform, be it Salesforce, HubSpot, or Microsoft Dynamics, has its way of handling imports. From my experience, spending a few minutes on this can save you hours down the line. Make sure you have the […]
Understanding Your Requirements Identify Essential Features Before diving into building a CRM, it’s super important to understand what you actually need. Grab a couple of sticky notes and start jotting down the features that would make your CRM work the best for you. Things like contact management, lead tracking, and reporting tools should definitely be
Defining Goals and Requirements Understanding Your Business Needs Before I jumped into building a CRM in SharePoint, I thought it was absolutely crucial to understand exactly what I needed. What are the specific requirements my team has? For instance, do they need to track customer interactions, sales leads, or project milestones? This clarity really helps