Downloadable Checklist: Choosing the Right CRM

A convenient, downloadable way to help you keep track of pain points and features that will make your decision easier. This checklist is a great adjunct to our ebook, The Everything Guide to Choosing the Right CRM Solution. With this checklist in hand, you will know what matters most to you and your sales team, so you can make the most informed decision about the kind of system that will work best for your organization.

The checklist is useful in many ways:

  • Know your pain points, so the solution you choose addresses them.
  • Understand what features are most important.
  • Distribute this checklist and find out what your team wants in a CRM.

Download this handy checklist for your team and management and find your decision easier and clearer as you make this important decision.

About The Everything Guide to Choosing the Right CRM Solution

Our Everything Guide to Choosing the Right CRM Solution is designed to help you make a successful changeover to modern CRM. We’ll walk you through all the moving parts, the pitfalls, the pain points, and the methods to help you find the right solution for your organization.

Here’s what you’ll learn:

  • What to look for in a CRM Solution that will work for your team
  • The measurable benefits of implementing the right CRM system
  • How to cope with the challenges that come with change
  • How to avoid very costly mistakes while choosing a CRM
  • A resource page of CRM review sites — see what other sales pros have to say about the options you are considering

Look Inside

Download Ebook Here

CRM Reference Library

Pipeliner has put together a comprehensive collection of resources from ebooks to infographics that cover the many and varied elements that go into Customer Relationship Management or CRM.

Go To Library
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