How to set up CRM for Customer Success
Thought Leader 
Hi all 
Happy Monday!
I was wondering if you have any tips for setting up CRM for Customer Success?
We are currently using Microsoft Dynamics CRM On-Premise version, but will shift to the cloud version soon.
Currently, the Aquesition Team and the Onboarding Team have made their recommendations for the CRM. I would like to give my input from a CS perspective to ensure a red thread throughout the customer journey and to ensure knowledge and information concerning customers are stored.
Any ideas for sections or other things to be aware of?
Best
Julie
Happy Monday!
I was wondering if you have any tips for setting up CRM for Customer Success?
We are currently using Microsoft Dynamics CRM On-Premise version, but will shift to the cloud version soon.
Currently, the Aquesition Team and the Onboarding Team have made their recommendations for the CRM. I would like to give my input from a CS perspective to ensure a red thread throughout the customer journey and to ensure knowledge and information concerning customers are stored.
Any ideas for sections or other things to be aware of?
Best
Julie