Project Description

6 STEPS TO SWITCHING CRM

Building shareholder value with CRM

Has your current CRM not delivered the outcomes you expected? Are you not getting the value out of your CRM investment? Not happy with user adoption? Is your current CRM hindering your growth? Have you reached the conclusion that switching CRM is your best option?

We have created a useful checklist of things you need to consider when switching CRM, from identifying current issues and putting steps in place to avoid previous mistakes, to finding the right vendor and ensuring a smooth transition.  Worth a read if you are considering a change.