CRM Checklist and Template Document

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Intended for:

CRM software buyers will benefit the most from this guide.

Will Help With:

This guide will give you the information and tools needed to conduct a fruitful CRM software search.

The Report Covers:

– SelectHub survey data and demographics
– An overview of common CRM features
– Software search and implementation tips
– A list of key CRM requirements
– A features checklist template

Researcher Notes:

This lengthy guide covers several important considerations readers should have when searching for a new CRM solution. It primarily focuses on determining a company’s software requirements — e.g., their must-have capabilities.

The comprehensive analysis, drawn from insights of the SelectHub research team, offers brief descriptions of each feature. Categories covered include marketing automation, contact management and reporting. Readers will also learn which vendor and support details they should research to ensure the best post-purchase experience.

A template provides all the requirements in a helpful three-page summary, so buyers can assess needs and collect input from multiple departments with ease.

Conclusion:

The in-depth treatment of requirements gathering will help buyers confidently tackle this phase of the process. This resource will best serve readers at the outset of their software selection project.