Summary
Once you have received answers to these 12 questions, you will then need to apply business judgement as to which of these questions are most applicable to the success of your CRM automation project prior to deciding which software vendor best meets your needs. There are few “good” or “bad” vendors. What you need to determine, when sizing up a CRM software vendor, is the fit between your CRM project direction and that of the vendor. When you have determined this, put your stakes in the ground, and get on with the implementation of your CRM project.
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