CRM Resources

CRM Readiness Assessment Tool

CRM Readiness Assessment Tool – Use this tool to measure your organization’s readiness to implement an enterprise CRM program and/or system.

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CRM Business Case

CRM Business Case - Use this tool to help you design a Business Case for an investment in a CRM (customer relationship management) solution.

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Assessing CRM Vendors Using a Matrix Tool

If your company decides to move forward with implementing a CRM program, the work is just beginning. At this point, you have to figure out which CRM vendor to more forward with.

In the current environment, there are a number of vendors who specialize in a particular field, so it can be difficult to narrow your choices down to one. Companies can use a CRM vendor assessment matrix to help simplify the process of vendor selection.

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How To Increase Chances Of A Successful CRM Program

Before a company begins to think about implementing a CRM program, it is important that a company be ready. The best way to do this is to use a CRM tool such as the CRM Readiness Assessment.

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