So you want to evaluate a few customer relationship management (CRM) vendors, right? We’re guessing maybe business has been going well, but your database is unorganized and marketing strategies aren’t up to par in order to grow. You may have decided it’s time to jump on the CRM wagon and utilize one, but you’re unsure how to proceed in choosing the right one.
Then, an idea sparks. You decide to gather feedback from fellow employees, stakeholders and important parties of the company to lay out what you need this system to do.
Getting to this point has made you confident and eager to buy a shiny new CRM. But there’s one thing you need to know. You’ve only just begun the process of determining the right system for you.