CRM

How to Define Your CRM Scope

Defining the scope of your customer relationship management (CRM) project means figuring out which areas of your business will be affected by the new CRM solution. Before any CRM initiative begins, scoping is essential to establish what the effort will and will not cover, and to prevent feature creep and project bloating. Follow the steps below to properly define the scope for your next CRM project.

SelectHubHow to Define Your CRM Scope
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Free CRM RFP Template and Step-by-Step Guide

These days, customer relationship management software is a “must have” for almost every business–no matter the size. For many, CRM strategy is the most important component to drive and manage the success of their business. And a successful strategy requires a robust and great-fitting CRM software solution. But with so many solutions available, it can be difficult to sort out what’s being offered and what you really need. A good approach to ensure you select the right CRM solution is to create a CRM RFP (Request For Proposal) to send out to a shortlist of vendors.

SelectHubFree CRM RFP Template and Step-by-Step Guide
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CRM Software Selection Quick Start Guide

Customer relationship management (CRM) software provides many benefits to a business, from making the sales department more productive to building customer retention. CRM software is widely used, with Gartner projecting the market at $23.9 billion and proclaiming it “the heart of digital initiatives.” A CRM system handles many critical processes for your business, especially in the sales department therefore CRM software selection requires researching, sourcing, validating and performing due diligence before you sign a contract.

SelectHubCRM Software Selection Quick Start Guide
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