We want to implement ERPNext - CRM for an investment/share broking company that is a franchise of Motilal Oswal.
How do we go about it?
Is there any link/whitepaper or video that we can refer to while in the planning stage?
Your input will help us a lot.
First start with, what do you expect your CRM to do for you? Then make a list of those things by breaking it into small manageable pieces called user stories and have it implemented via a consultant or an implementor.