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