CRM Selection
A 5 Step CRM Evaluation Checklist
Use this consultant’s CRM selection checklist to choose the best fit CRM software solution for your company in the shortest time.
Read MoreThe Business Case for CRM
A CRM Business Case with research findings that show the CRM financial impact to company revenues, profits and CRM ROI.
Read MoreCRM Reference Calls – 10 Things to Know
Checking references is a CRM software selection critical success factor. Learn the 10 steps to making effective CRM customer reference calls.
Read MoreHow to Know When It’s Time to Enhance or Replace your CRM
10 criteria to determine if your company should enhance or replace your existing customer relationship management system.
Read MoreHow To Assemble a CRM Selection Team
The CRM selection team should include an executive sponsor, steering committee, IT and cross representation from all affected stakeholders
Read MoreThe First 5 Factors for Choosing CRM Software
When performing a CRM selection, applying 5 initial screening factors will down select a short list of the best fit applications.
Read MoreCRM Selection Best Practices – and Worst Practices
CRM software selection best practices share lessons to make the best decision for your company. The worst practices share what not to do.
Read MoreCRM Demo Script — A Software Selection Critical Success Factor
Best practices to get the most meaningful CRM software demo, and make the best CRM software selection decision.
Read MoreCRM Negotiation Best Practices
CRM negotiation best practices to reduce CRM software price, accelerate payback and significantly improve CRM ROI.
Read MoreHow to Negotiate a CRM Purchase – and get that CRM Discount
The most effective technique to negotiate a CRM software purchase contract — and get a fair CRM discount.
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