Pilot Erxes with a synthetic customer from first contact through a support request and follow-up campaign. Check that sales, support, and marketing users see the right history without exposing private notes to the wrong role. Verify task ownership and whether a handoff preserves context.
Import a small messy contact set and export it again. Customer platforms can unify work but also concentrate sensitive data; define retention and access policy before migration. Choose it when the end-to-end customer record is accurate and staff will keep it current.
Akousa