Checkliste
CRM Selection Checklist
Step by step to the right CRM decision
What to expect
📊
Identify and involve stakeholders correctly
📊
Document requirements systematically
📊
From the longlist to the final decision
📊
Calculate total cost of ownership
Table of Contents
- 1 Preparation & requirements
- 2 Research & longlist
- 3 Demos & shortlist
- 4 Evaluation & decision
Who is this guide for?
Ideal for
- CEOs and managing directors before CRM investments
- Heads of sales evaluating a new system
- IT managers with CRM project responsibility
- Project managers for CRM rollouts
Key Takeaways
- A structured four phase process from requirement to decision
- An evaluation matrix for objective system comparisons
- A three year TCO calculation
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