CRM SELECTION CHECKLIST
Most often CRM Implementation projects fail due to poor planning.
You need to spend some time planning your CRM selection. More time means better and stronger implementation. It is a multi-step process, starting from recognizing the problem areas, talking to your stakeholders, planning the program, and ultimately going live.
Our CRM selection checklist is created in a simplified format so that you can focus on each phase and plan it well to optimize the CRM functionality for your small and midsize business.