10 Steps to Choosing the Right CRM

1. Define your Business and Functional Requirements.

2. Get everyone on board

3. Evaluate the options

4. On the basis of evaluation results, select the best CRM software

5. Make a list of CRM vendors, offering your preferred product

6. Evaluate CRM vendor through its presentation and demonstration

7. Question the vendor about the customization/integration capabilities

8. Ask all possible questions and clarify every ambiguity

9. Discuss optimal purchase scenario and favorable terms involved

10. Make your purchase decision



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