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Subject
FWD: New CRM System Rollout - Phase 1 Implementation
---------- Forwarded message ---------
From: Sarah Chen <s.chen@techflow.com>
To: Operations Team <ops@techflow.com>
Date: Wed, Mar 15, 2024 at 2:47 PM
Subject: New CRM System Rollout - Phase 1 Implementation
Hi team,
We're implementing Salesforce to replace our current CRM system starting April 1st. The migration will happen in phases:
Phase 1 (April 1-15): Sales team onboarding
Phase 2 (April 16-30): Customer success team
Phase 3 (May 1-15): Support team integration
Reason: Current system crashes frequently, lacks mobile access, and doesn't integrate with our marketing tools. New system will improve data accuracy and reduce manual entry by 70%.
All teams need training completion before their phase. IT will handle data migration. Some downtime expected during cutover weekends.
Let me know if you have questions.
Sarah
From: Sarah Chen <s.chen@techflow.com>
To: Operations Team <ops@techflow.com>
Date: Wed, Mar 15, 2024 at 2:47 PM
Subject: New CRM System Rollout - Phase 1 Implementation
Hi team,
We're implementing Salesforce to replace our current CRM system starting April 1st. The migration will happen in phases:
Phase 1 (April 1-15): Sales team onboarding
Phase 2 (April 16-30): Customer success team
Phase 3 (May 1-15): Support team integration
Reason: Current system crashes frequently, lacks mobile access, and doesn't integrate with our marketing tools. New system will improve data accuracy and reduce manual entry by 70%.
All teams need training completion before their phase. IT will handle data migration. Some downtime expected during cutover weekends.
Let me know if you have questions.
Sarah
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