What do you really need in a CRM tool?

Smart CRM planning and implementaion

CRM tools are numerous and varied, and it can be difficult to know which solution will work best for your business. Before choosing and implementing a tool, you should first define your goals and needs. This can help you organize a conversation internally or with a CRM software company or implementation partner.

This planning worksheet can help you answer questions such as:

  • Who will use the CRM, and what training will be required?
  • How healthy is your existing data? What information needs to be captured in the new CRM?
  • How well defined are your reporting processes?
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Download our CRM Planner