CRM Selection

Use this consultant’s CRM selection checklist to choose the best fit CRM software solution for your company in the shortest time.

A CRM Business Case with research findings that show the CRM financial impact to company revenues, profits and CRM ROI.

Checking references is a CRM software selection critical success factor. Learn the 10 steps to making effective CRM customer reference calls.

10 criteria to determine if your company should enhance or replace your existing customer relationship management system.

The CRM selection team should include an executive sponsor, steering committee, IT and cross representation from all affected stakeholders

When performing a CRM selection, applying 5 initial screening factors will down select a short list of the best fit applications.

CRM software selection best practices share lessons to make the best decision for your company. The worst practices share what not to do.

Best practices to get the most meaningful CRM software demo, and make the best CRM software selection decision.

CRM negotiation best practices to reduce CRM software price, accelerate payback and significantly improve CRM ROI.

The most effective technique to negotiate a CRM software purchase contract — and get a fair CRM discount.