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Whitepapers & reports

CRM Readiness Checklist

CRM Readiness Checklist.png

Paper length: 8 pages
Format: PDF

Implementing a CRM solution requires a considerable investment, however, a successful implementation can deliver great value to your business. 

There are important questions you should address as an organisation in order to fully understand your journey towards adopting CRM. The CRM Readiness Checklist details and provides examples of how to:

  • Define your outcomes
  • Clarify value
  • Define requirements

Download this paper to find out the steps to follow to help your CRM project succeed by guiding you through the process of clarifying the business case for investing in CRM and assessing if your organisation is ready to start a CRM project. 

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