Hello, I am currently working on an implementation plan for the Dynamics CRM. I have just a few questions that I would really appreciate an answer to.
What are the most important and valuable custom CRM data fields?
What are best practices for structuring and managing opportunity stages in the CRM?
What are some of the best practices for understanding financial data in the CRM platform (such as ROI)?
What is the learning curve of the CRM for individuals? How do you overcome this and effectively train employees?
Any help on these questions would be awesome, thank you so much.
