The CRM Selection Checklist

Make your CRM adoption process a smooth one. The CRM you choose will impact every part of your operation — sales, marketing, customer service, and more. This checklist tackles everything from the initial assessment of problems and available solutions to staff training and post-implementation plans.

With this checklist, you can:

• Streamline the evaluation process and ensure your business adopts a CRM that makes it more efficient, productive, and customer-centric.
• Gain a clearer view of your CRM needs, ensuring all department requirements are met.
• Make informed budget decisions and avoid surprise expenses.
• Prepare your reps for success with a well-defined training schedule.