Software

How To Gather CRM Requirements

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Executive Summary

When your company decides to purchase a Customer Relationship Management (CRM) solution, the next important step is to define your CRM requirements. You need to outline your needs and goals, and translate those into a firm list of key criteria before you start evaluating the various vendors and applications on the market. This approach will help you find the CRM package that will work best for your business. In order to identify your top CRM requirements, you have to gather in-depth insight into the expectations of your customers, the goals of your company, and the needs of your sales, marketing, and service staff.

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