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A CRM needs assessment handbook
Investing in a customer relationship management (CRM) software is an important decision that carries consequences for your entire business. Choosing the best CRM requires research, planning, and stakeholder buy-in.
Insightly put together this handbook to help you define your unique CRM needs and find the best solution for your business. In this handbook, explore the five key steps in conducting a CRM needs assessment.
- Decide on who will perform your CRM needs assessment
- Determine your CRM goals
- Collect & analyze team feedback
- Create a CRM needs checklist
- Calculate your CRM costs
Get your copy after a brief survey.