CRM onboarding refers to the process of integrating a new customer relationship management (CRM) system into a company’s existing operations. This involves setting up the system, importing data, and training employees on how to use it effectively. The goal of CRM onboarding is to seamlessly transition a company’s customer management processes to the new system, ensuring a smooth and efficient experience for both employees and customers. It is a crucial step in maximizing the benefits of a CRM system and improving overall customer satisfaction.