What CRM will meet our needs?

Alicia11

5 pts.

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CRM

Is there a tool available to assist us in deciding which CRM will meet our needs?

Asked: August 23, 2017 2:52 PM Last updated: May 16, 2018 7:38 PM

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Last updated: May 16, 2018 11:09 AM GMT

Michael Tidmarsh62,795 pts.
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Thanks. We'll let you know when a new response is added.

There are tons of CRM buyers guide on the internet. Like this one . You may have to try a few but I don’t recall seeing one where you fill in the blanks and it recommends a product to buy.

Discuss This Question: 3 Replies

Subhendu Sen Aug 24, 2017 11:28 AM GMT

Is this for your learning/for your company's needs? However, for virtual assistants & helping clients to keep track of sales leads/scheduling follow ups etc. & other general issues, you have to choose / consider several facts before going for CRM. Some CRM (s)offer trial period before you buy the full system.

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TheRealRaven May 16, 2018 6:09 PM GMT

The tool is usually called a "requirements list" or something similar. You make a list of your requirements (needs) and perhaps assign weights (importance values) to them. You then compare your list to the lists of features or capabilities of different CRMs until you're satisfied with a match.

Often, there may be two or three match candidates. You'll then need to test evaluation packages to see which one truly comes closest.

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ToddN2000 May 16, 2018 7:38 PM GMT

There are tools out there that will recommend ones based on you needs. You fill out a form and they send you the template to get a customized report.

Here's one you can check out LINK

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