2022 CRM Buyer’s Guide

What’s Inside?

Choosing a CRM system is a big decision, whether you’re starting your first implementation, switching out solutions, or performing a cross-departmental replacement. But the process doesn’t have to be a daunting challenge that keeps you up at night.

Several key tenets can guide a wise decision-making process and help you rethink your workflows. This guide will cover the basic things you should consider when looking for a CRM.

This guide shares:

  • Key elements any CRM should have
  • Core CRM use cases to help you understand what processes are most important to reflect in your CRM technology
  • How to keep AI, data, and workflows in mind while you look for a CRM solution


Plus, this guide comes with a free checklist to help you as you make your CRM selection!