Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) implementation is a 10 ...

Isolate one, two or, ideally, three enthusiastic staff members who are willing to learn new skills, are good at understanding ...

Nutshell reports small businesses can successfully implement CRM systems with a user-friendly approach, strategic planning, ...

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Effective pre-implementation planning is critical for successful adoption of intelligent process automation (IPA). The comprehensive IPA pre-implementation framework outlined in this document provides ...