Who owns the customer record?
A company entered three times under different names will not become a clean record simply by moving into CRM. Define who can create records and how duplicates are checked. Tax identifiers, company names and contact people describe different things and should not be squeezed into one field.
A sales stage is not an activity
“Called the customer” is an activity. “Requirements confirmed” may be a sales stage. Turning every contact into a new stage makes the pipeline harder to read. Define stages around the customer’s decision process; track calls, meetings and emails beneath the relevant record.
Who takes the next step?
Sending a quotation is not the end of follow-up. Without an owner and a next-contact date, the record becomes an archive. Give every open opportunity a next action. Also plan how history and pending tasks are handed over when ownership changes.
Which ERP data is actually needed?
The sales team may not need every accounting field. Requirements such as account status, product details and order progress should be reviewed alongside permissions. Data direction and update frequency should be defined before integration is considered complete.
Start with a small, practical example
Try a limited set of customers and opportunities before moving the entire history. Can users find records, follow quotations and hand over tasks? Do the labels match the team’s vocabulary? Answering these questions before expanding provides a more controlled start. An initial ER-TE discussion can use a sample quotation and your current tracking file.
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Your customer’s story, from first contact to after-sales.
Explore solutionGeneral project preparation guidance. Product features and migration terms depend on the version and licence and require separate assessment. Product reference: Logo Yazılım.