I frequently will ask my clients early in their CRM evaluations to provide me with what they want from CRM. What I frequently get back is a long list of features. This includes linking with Outlook, web-based, mobile capability and so on. These features are all great, but I urge you to take another step back and focus first on the processes you want to improve with CRM. Frame your wish list with these needs in mind.
Watch this short video to learn more.
Watch more videos from SalesProcess360 on our YouTube channel.
For more tips on selecting a CRM vendor, download the latest free SalesProcess360 whitepaper now on vendor selection.
SalesProcess360 is happy to sit on your CRM evaluation team. Contact us today to learn more.