For a successful CRM implementation, financial institutions must align leadership, with a strong executive sponsor and key stakeholders from each business line. Training is crucial, involving lead trainers and super users. Assess current processes to identify improvement areas, especially in sales and service. A shared vision guides the CRM's purpose, and a clear communication plan ensures stakeholder engagement. Prepare for rollout by finalizing functionality, setting expectations, and ensuring proper training. Post-implementation, track CRM usage, gather feedback, and measure ROI for continuous improvement.

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