A comprehensive features checklist
If you’re thinking about moving to a new CRM, it’s important to first figure out exactly what you’ll need to create the ultimate experience for your customers.
Download this guide to help you create a practical checklist as you evaluate CRM for your business in areas such as:
- Project timeline and scope
- CRM core features and functionalities
- Platform requirements
- Security, pricing, and vendors
More Resources Like This
Explore similar resources.
The CRM Adoption Playbook
Discover common CRM adoption challenges and how to address them
Five Red Flags that Signal it’s Time to Switch CRM Solutions
Adjusting your expectations to features and potential issues in your software