Setup and/or modify the preferred CRM system to work with the Deal Flow process.
Analysis | Requirements | Configure CRM system
Load CRM Data
Upload existing data (including any enrichment of that data) into the CRM and ensure that the data is accurate and can be used within the Deal Flow process.
Analysis | Requirements | Load data
Establishing Marketing Solutions
Setup and/or modify the preferred Marketing system to work with the Deal Flow process.
Analysis | Requirements | Configure Marketing system