Claude
Gemini
ChatGPTDescribe your customer journey
List the stages from first contact to after-sales follow-up. For each stage, identify the information needed and the person responsible.
Prepare for a CRM project
Read the guide ↓PRACTICAL GUIDEChoose your first process to automate
Read the guide ↓PRACTICAL GUIDEPlan a useful dashboard
Read the guide ↓PRACTICAL GUIDANCE
Prepare for a CRM project
Assess your data
Where are your accounts, contacts and historical records? Identify duplicates, missing fields and the data that will actually be useful to migrate.
Choose an initial scope
A priority team or workflow lets you test ways of working before expanding them.
PRACTICAL GUIDANCE
Choose your first process to automate
Find a repetitive task
A frequent task with clear rules is a good starting point: approving a request, sending a notification or transferring information.
Describe the exceptions
What happens if the owner is away, information is missing or an application does not respond? These cases need to be planned for.
Define how it will be monitored
Identify who will monitor the process, handle errors and receive problem reports from users.
PRACTICAL GUIDANCE
Plan a useful dashboard
Start with a decision
Specify the question the report should help answer. This avoids collecting numbers without a purpose.
Write down the rules
Define periods, calculations, exclusions and sources. A shared definition makes comparisons more useful.
Match the update frequency to the need
Monthly analysis and operational monitoring do not need equally fresh data. Adjust the effort to the actual requirement.