Download this free guide to learn the 12 steps for selecting a CRM for your organization
- Step 1: Recognize the value of the process
- Step 2: Assemble your team
- Step 3: Understand the strategic drivers
- Step 4: Define your requirements
- Step 5: Write the RFP
- Step 6: Do your research
- Step 7: Create a vendor scorecard
- Step 8: Score the proposals
- Step 9: Conduct vendor demos
- Step 10: Check references
- Step 11: Celebrate!
- Step 12: Don’t forget…
- Step 13: Bonus step!
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