Whitepaper
The CRM Selection Guide
A structured path to the right system - vendor-neutral
📄 18 Pages ⏱️ 25 Min. Read
What You'll Get
📑
Structured 5-phase process for your CRM selection
📊
Evaluation matrix for objective system comparisons
💰
Identify hidden costs (TCO)
⏳
Vendor-neutral decision criteria
Table of Contents
- 1 Why most CRM selections fail
- 2 The 5 phases of CRM selection
- 3 Defining requirements the right way
- 4 Evaluation matrix for CRM systems
- 5 Hidden costs and what you're missing
- 6 The vendor-neutral approach
- 7 Checklist: Are you ready to decide?
Preview
CRM selection is one of the most important technology decisions you'll make. Yet 30-70% of all CRM projects fail. This guide shows you the structured path: From process analysis to requirements definition to final evaluation - completely vendor-neutral.
Who Is This Guide For?
Ideal for
- ✓ CEOs and executives before CRM investments
- ✓ Heads of Sales with system responsibility
- ✓ IT leaders for technical evaluation
- ✓ Project managers for CRM implementations
Key Takeaways
- ★ 5-phase process from preparation to decision
- ★ TCO calculation over 3-5 years
- ★ Evaluation matrix with weighted criteria
- ★ Stakeholder involvement from the start
Ready for the right CRM decision?
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