CRM tools are numerous and varied, and it can be difficult to know which solution will work best for your business. Before choosing and implementing a tool, you should first define your goals and needs. This can help you organize a conversation internally or with a CRM software company or implementation partner.
This planning worksheet can help you answer questions such as:
Who will use the CRM, and what training will be required?
How healthy is your existing data? What information needs to be captured in the new CRM?