Last updated on
2024年4月16日
What do you do if your CRM system upgrades and maintenance are causing deadline challenges?
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When your Customer Relationship Management (CRM) system needs an upgrade or maintenance, it's essential to manage these processes without derailing your project deadlines. CRM systems are crucial for managing customer information, sales data, and interactions, which support customer service and sales strategies. Upgrades and maintenance can improve system performance and functionality, but they can also disrupt workflows if not managed properly. You must navigate these updates strategically to avoid compromising your business operations and customer relationships.
本文章的要点总结
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Add time buffers:Cushion your project deadlines with an extra 10-20% time buffer. This gives you wiggle room to handle the unexpected without throwing your schedule into chaos.
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Avoid critical periods:Schedule CRM updates outside of peak business times. This minimizes disruption and ensures that your most crucial operations run smoothly when they matter most.
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