Start with the process
Map users, data, pain points and business rules before selecting technology.
Connected landing pages, lead capture, routing, CRM stages and follow-up workflows.
Scope can include existing-system integration, role-based workflows, dashboards, automation, data migration, branding and ongoing enhancements where relevant to this service.
Map users, data, pain points and business rules before selecting technology.
Integrate current tools where that is more practical than replacing everything.
Keep architecture maintainable so later modules and workflows can be added.
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