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How to Prepare for a CRM Implementation [Infographic]

Dec 7, 2015

Setting up a new CRM can work wonders for your business, but the process it takes to implement it is not always fun.

We got our resident implementation expert Lauren Hinson to provide some insight to make the process easier. Lauren helps our customers through this process day in and day out, so she knows a thing or two about how best to prepare.

Check out the infographic for 10 steps to ensure a smooth implementation (and read part 1 of our blog post for even more details).


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The Apto Team

Written by The Apto Team

Apto, the commercial real estate software company, is the #1 CRM and deal management platform for commercial real estate brokers, with more paid users than any other service. Apto was built by and for brokers to help them manage contacts, properties, listings and deals from anywhere, on any device. Apto customers include thousands of independent brokers around the world, as well as multinational brokerages CBRE, JLL, NKF, Cushman & Wakefield and others. Headquartered in Denver, Apto is one of the fastest-growing private companies in the U.S., as ranked by Inc. magazine three years in a row.

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