CRM Requirements

When you’re looking for a CRM solution, it can be hard to find the right fit for your organisation.

Our CRM requirements template helps you identify common requirements for:

  • Marketing
  • Sales
  • Order Processing
  • Customer Support
  • Integration
  • Implementation
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See our other resources

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Converting your social media leads

Type: #Blog#Marketing

Once you’ve planned your social media strategy, written some great posts and caught some leads, you need to convert them! While the principles are similar to converting leads from other sources, social media has some quirks...

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How To Select a CRM Solution

Type: #Webinar Recordings

This webinar helps anyone looking to purchase a CRM – by providing insights into the things to consider when reviewing platforms and what to ask vendors when going through the selection process. To discuss those all important...

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The Best Time to Implement CRM

Type: #Blog#CRM

Most organisations that implement a CRM system will do it once, or maybe twice in a decade. Although some IT staff may see more implementations as a result of job moves, the employees involved in the CRM decision process will...