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Articles tagged with: CRM Needs Assessment

Written By: Cliff Ford on November 17, 2013 No Comment
Step 1: Define your CRM Requirements

STEP ONE in any CRM Evaluation is to gather a checklist of CRM Requirements If you aren’t careful, the process of gathering requirements becomes tactical and not strategic. Obviously every feature costs money. So it pays off to initially determine what you are trying to accomplish as a business. CRM is not just Sales and [...]

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