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The Decide phase is a series of deep-dive meetings conducted with your team related to the prioritized high-level requirements uncovered during the Discover phase. During the Decide phase, we will dig further into your business and system requirements. This phase provides you the opportunity to begin exploring a future CRM system vision while allowing us to gather details for a Project Roadmap that outlines the project objectives, scope, budget, and timeline.

Upon completion, you “decide” if it makes sense to move forward with a system implementation. Should you decide not to move forward, any amount paid for the Decide Phase effort will be refunded.