Hi, this is my first post so please bear with me! I’m a technology PM/BA for an large central IT department. I’m heading-up the “offering” of suite CRM to business units who currently don’t have a CRM or use some basic method for contact management (like, shared Outlook contacts). I am lucky to have technical specialists who can provision and maintain the system - I take over once it’s provisioned and help onboard new user groups (well, that’s the plan anyway).
What I’m looking for is a setup checklist or onboarding guide that prompts me to ask the right questions to new clients (client onboarding guide) as opposed to a technical setup guide. Are there any recommended resources? Or maybe a mid-high-level project plan?
I will add that my first group will be switching from using shared Outlook contacts to using SuiteCRM primarily - their use case is around keeping a few hundred contacts up to date and making sure 1 person (high-level exec / road warrior) has the latest notes on a contact prior to meeting with them.
Thanks for anything you can share!
