CRM Project profile:
Step 1: Evaluate current use of Salesforce.com
• Now: Using custom object – Lead name, address, Estate number, county, ranking, Notes (include heir and attorney contact info & addresses)
o How I use: log calls & emails, organize and disqualify leads, managing 100-200 active leads.
• Goal: Use custom object in the same way.
... Step 2: Evaluate options for doing this in Salesforce.com or other platforms.
Step 3: Make recommendations & develop plan
Step 4: Implement changes, customizations, etc.