All posts tagged: CRM Requirements

CRM Requirements Checklist and Template

When evaluating customer relationship management (CRM) vendors, making a checklist of your most important requirements is key to finding your best-fit software. From our experience, we’ve found that creating a full checklist of your CRM requirements is the best way to organize your search. If you’re not sure of what CRM requirements are the most common, look no further.

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CRM Software Comparison Guide

If you’ve done any amount of research on customer relationship management software, you know that there are an overwhelming number of solutions available. Advertised as “one size fits all” CRM platforms, vertical-specific, cloud-based CRM, small business solutions, open source CRM, enterprise systems – it’s no wonder doing CRM software comparison is a challenge for buyers.

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5 Common Mistakes When Buying CRM

When buying CRM software, it’s easy to rush into the procurement process. The impulse is entirely understandable. With intuitive, comprehensive customer management tools and the capability to grow your business and improve customer relationships, CRM is a huge asset for any business.

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Reference Guide to Picking a CRM Platform

Picking the right CRM platform for your business requires countless decisions, so it can be hard to tell if you’ve covered all your bases. You don’t want to make it through the deployment before finding out the CRM is missing a key feature that your company needs for growth. Instead of going into a mission critical choice blind, use the following resources to guide you in your CRM platform selection process.

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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.

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Streamline Your CRM Evaluation Process and Selection Criteria

You may have read our customer relationship management (CRM) checklist and requirements template, but how do you evaluate a CRM against the many requirements most important for your organization? CRM systems have evolved well beyond just keeping track of your contacts.

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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.

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