What is your business process as it stands? What could be better? What should it ideally be? What is your happy path?

What applications do you currently have? Which do you actually use? What purpose do they serve? Are they serving your business?

What’s important to your business? Which data points do you collect? Are your varied data sources clean, unduplicated, and standardized?

How do you want to view the above-mentioned data points and metrics? For example, reports and dashboards to track KPIs in real time. Do you need templatized Excel spreadsheets to distribute to teams?

Implement common CRM modules to support Sales, Service, and Marketing such as: Lead Management, Opportunity Management, Account/Contact Management, Activity Management, Case Management, Knowledge Base, Customer Satisfaction, Campaign Management, and Process/Workflow Automation.

If standard CRM features do not fit your business, how do you customize and extend CRM, harness the power of AI, and other specialized uses of CRM?

Data quality maintenance, performance optimization, security maintenance, schema updates, change page layouts, new reports/dashboards, Flows, and other items.