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CRM Selection Checklist Questionnaire

crm selection checklist

• Does this CRM have Good Support?

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• What is the Setup Time and Usability?

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• Does it Have all the Right Right Features?

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• Does This CRM Meet Our Requirements with a Needs Analysis?

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• Can this CRM Grow with our Business?

  ×

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• Have We Read the Reviews?

  ×

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• Does it Help Our Customer Lifecycle? 

  ×

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• Is The CRM Company Transparent?

  ×

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• Is This A Smaller Brand That Tailors to Small Businesses?

  ×

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• Does the CRM Eliminate Pain Points?

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• Does it Works on Mobile? 

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• Are We Considering Things Other Than Features?

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• Is There Data Security and Backups?

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• Can You Customize Communication Channels?

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• Can You Personalize Customer Messaging?

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• Does this CRM Meet Our Data Policy Requirements? 

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• Can we Easily Find Relationship-Building Insights?

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• Are There CRM Automation Features?

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• Can We Keep Customer Data Up-To-Date? 

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• Can This CRM Follow Up With Customers?

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• Are There Collaboration Features?

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• Does it track Customer Response Times? 

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• Are There API Integrations? 

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• Does It Integrate With Our Business Goals? 

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This checklist was created by bigcontacts

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